|
1976
|
Catamount Wealth Management
Westport,
Connecticut
|
$56K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1977
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$56K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1978
|
Exane Derivatives
Paris,
France
|
$52.6K
|
-$550K
|
1
|
0.01%
|
Reduced
|
|
|
1979
|
Lenox Wealth Advisors
New York
|
$52K
|
-$5K
|
3
|
0.02%
|
Reduced
|
|
|
1980
|
American National Bank & Trust
Wichita Falls,
Texas
|
$51K
|
-$10.2K
|
1
|
0.02%
|
Reduced
|
|
|
1981
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$51K
|
-$15K
|
3
|
0%
|
Reduced
|
|
|
1982
|
D. Scott Neal
Lexington,
Kentucky
|
$50K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1983
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$44K
|
-$4.7K
|
4
|
0%
|
Reduced
|
|
|
1984
|
Smith Group Asset Management
Dallas,
Texas
|
$44K
|
+$41.4K
|
1
|
0%
|
New
|
|
|
1985
|
Ruggie Capital Group
Tavares,
Florida
|
$40K
|
+$36.8K
|
2
|
0.04%
|
New
|
|
|
1986
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$37K
|
$0
|
6
|
0.02%
|
Maintained
|
|
|
1987
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$37K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1988
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$35K
|
+$43.8K
|
1
|
0.02%
|
New
|
|
|
1989
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$34K
|
-$217K
|
1
|
0.01%
|
Reduced
|
|
|
1990
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$34K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1991
|
TD Securities (USA)
New York
|
$33K
|
-$2
|
4
|
0.3%
|
Reduced
|
|
|
1992
|
Vigilant Capital Management
Portland,
Maine
|
$33K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1993
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$31K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1994
|
Kessler Investment Group
Columbus,
Indiana
|
$29K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1995
|
AllSquare Wealth Management
Albany,
New York
|
$27K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1996
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$26K
|
+$22.1K
|
3
|
0.02%
|
Increased
|
|
|
1997
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$26K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1998
|
Perkins Capital Management
Wayzata,
Minnesota
|
$25K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1999
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$22K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2000
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$22K
|
+$19.3K
|
1
|
0.01%
|
New
|
|