|
1976
|
AllSquare Wealth Management
Albany,
New York
|
$28K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1977
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$27K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
Pathstone Family Office
Englewood,
New Jersey
|
$25K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1979
|
American National Bank & Trust
Wichita Falls,
Texas
|
$24K
|
-$4.76K
|
2
|
0.01%
|
Reduced
|
|
|
1980
|
Acuity Investment Management
Toronto,
Ontario, Canada
|
$23K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1981
|
Perkins Capital Management
Wayzata,
Minnesota
|
$23K
|
-$5.18K
|
1
|
0.02%
|
Reduced
|
|
|
1982
|
Cleary Gull
Milwaukee,
Wisconsin
|
$20K
|
+$19K
|
1
|
0.02%
|
New
|
|
|
1983
|
Avior Wealth Management
Omaha,
Nebraska
|
$18K
|
+$17.8K
|
1
|
0.01%
|
New
|
|
|
1984
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1985
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$17K
|
-$6.77K
|
1
|
0.02%
|
Reduced
|
|
|
1986
|
New York Life Trust
New York
|
$17K
|
+$5.8K
|
2
|
0.07%
|
Increased
|
|
|
1987
|
Two Sigma Securities
New York
|
$17K
|
-$694K
|
1
|
0.02%
|
Reduced
|
|
|
1988
|
SRH Advisors
Salina,
Kansas
|
$15K
|
$0
|
3
|
0.1%
|
Maintained
|
|
|
1989
|
FNY Managed Accounts
New York
|
$13.3K
|
-$116K
|
1
|
0.01%
|
Reduced
|
|
|
1990
|
Kessler Investment Group
Columbus,
Indiana
|
$12K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1991
|
LBA Wealth Management
Jacksonville,
Florida
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1992
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1993
|
Water Island Capital
New York
|
$10.4K
|
+$10.2K
|
1
|
0%
|
New
|
|
|
1994
|
Summit Securities Group
New York
|
$10K
|
-$664K
|
1
|
0.01%
|
Reduced
|
|
|
1995
|
Financial Management Professionals
Austin,
Texas
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$7K
|
+$6.71K
|
2
|
0.02%
|
New
|
|
|
1997
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$4.88K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1998
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$4K
|
-$214K
|
1
|
0%
|
Reduced
|
|
|
1999
|
Cordasco Financial Network
Naples,
Florida
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|