|
1976
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$26K
|
-$21.8K
|
3
|
0.02%
|
Reduced
|
|
|
1977
|
Pathstone Family Office
Englewood,
New Jersey
|
$24K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1978
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$19K
|
+$19.4K
|
1
|
0.01%
|
New
|
|
|
1979
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$19K
|
+$18.1K
|
1
|
0.01%
|
New
|
|
|
1980
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1981
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$16K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1982
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$16K
|
-$79.1K
|
1
|
0.01%
|
Reduced
|
|
|
1983
|
SRH Advisors
Salina,
Kansas
|
$14K
|
-$1K
|
2
|
0.09%
|
Reduced
|
|
|
1984
|
Syntal Capital Partners
Midland,
Texas
|
$14K
|
-$26.9K
|
1
|
0.01%
|
Reduced
|
|
|
1985
|
Kessler Investment Group
Columbus,
Indiana
|
$12K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1986
|
LBA Wealth Management
Jacksonville,
Florida
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1987
|
US Financial Advisors
Braintree,
Massachusetts
|
$12K
|
+$13K
|
5
|
0.01%
|
New
|
|
|
1988
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1989
|
Water Island Capital
New York
|
$10.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1990
|
Rezny Wealth Management
Fort Myers,
Florida
|
$9K
|
+$9.26K
|
2
|
0.01%
|
New
|
|
|
1991
|
Financial Management Professionals
Austin,
Texas
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1992
|
IRON Financial
Northbrook,
Illinois
|
$7K
|
+$8.24K
|
1
|
0.01%
|
New
|
|
|
1993
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$6K
|
+$272K
|
2
|
0.01%
|
Increased
|
|
|
1994
|
Madden Advisory Services
Jacksonville,
Florida
|
$6K
|
+$6.02K
|
1
|
0%
|
New
|
|
|
1995
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$4.81K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
Cordasco Financial Network
Naples,
Florida
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1998
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$3K
|
-$4.17K
|
1
|
0.02%
|
Reduced
|
|
|
1999
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$2K
|
+$1.69K
|
1
|
0%
|
New
|
|
|
2000
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1K
|
+$1.12K
|
1
|
0%
|
New
|
|