|
1976
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$40K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1977
|
Family Capital Trust
Peabody,
Massachusetts
|
$38K
|
+$36.7K
|
2
|
0.02%
|
New
|
|
|
1978
|
Vigilant Capital Management
Portland,
Maine
|
$37K
|
-$2K
|
1
|
0.01%
|
Reduced
|
|
|
1979
|
Mariner Investment Group
Harrison,
New York
|
$36K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1980
|
Field & Main Bank
Henderson,
Kentucky
|
$35K
|
-$2.51K
|
2
|
0.03%
|
Reduced
|
|
|
1981
|
Payden & Rygel
Los Angeles,
California
|
$32K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1982
|
Westend Capital Management
Sausalito,
California
|
$32K
|
+$32.9K
|
1
|
0.04%
|
New
|
|
|
1983
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$31K
|
-$45K
|
2
|
0.06%
|
Reduced
|
|
|
1984
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$30K
|
+$28.7K
|
1
|
0.02%
|
New
|
|
|
1985
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$30K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1986
|
American National Bank & Trust
Wichita Falls,
Texas
|
$28K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1987
|
AllSquare Wealth Management
Albany,
New York
|
$27K
|
+$26.5K
|
4
|
0.03%
|
New
|
|
|
1988
|
Pathstone Family Office
Englewood,
New Jersey
|
$27K
|
-$35K
|
1
|
0.09%
|
Reduced
|
|
|
1989
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$23K
|
+$22.3K
|
1
|
0.03%
|
New
|
|
|
1990
|
Acuity Investment Management
Toronto,
Ontario, Canada
|
$22K
|
-$32.9K
|
1
|
0.02%
|
Reduced
|
|
|
1991
|
Piershale Financial Group
Barrington,
Illinois
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1992
|
Perkins Capital Management
Wayzata,
Minnesota
|
$20K
|
-$15.7K
|
1
|
0.02%
|
Reduced
|
|
|
1993
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$18K
|
+$18.5K
|
1
|
0.01%
|
New
|
|
|
1994
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1995
|
IKOS CIF
Limassol,
Cyprus
|
$16K
|
+$15.6K
|
1
|
0.03%
|
New
|
|
|
1996
|
SRH Advisors
Salina,
Kansas
|
$14K
|
$0
|
3
|
0.1%
|
Maintained
|
|
|
1997
|
Kessler Investment Group
Columbus,
Indiana
|
$13K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1998
|
LBA Wealth Management
Jacksonville,
Florida
|
$13K
|
-$13.6K
|
1
|
0.01%
|
Reduced
|
|
|
1999
|
IRON Financial
Northbrook,
Illinois
|
$12.8K
|
+$14.5K
|
1
|
0.01%
|
New
|
|
|
2000
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$12K
|
+$12.5K
|
1
|
0.01%
|
New
|
|