|
1976
|
Horan Securities
Cincinnati,
United States
|
$19K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1977
|
Security National Trust
Wheeling,
West Virginia
|
$19K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1978
|
Simon Quick Advisors
Morristown,
New Jersey
|
$19K
|
+$17.5K
|
2
|
0.01%
|
New
|
|
|
1979
|
Advisors Preferred
Rockville,
Maryland
|
$17K
|
-$906K
|
1
|
0.01%
|
Reduced
|
|
|
1980
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$17K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1981
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$14K
|
-$3K
|
1
|
0.01%
|
Reduced
|
|
|
1982
|
America First Investment Advisors
Omaha,
Nebraska
|
$13K
|
+$12.6K
|
1
|
0%
|
New
|
|
|
1983
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$12K
|
+$315
|
3
|
0.01%
|
Increased
|
|
|
1984
|
Pacific Center for Financial Services
San Ramon,
California
|
$11K
|
+$2.91K
|
2
|
0.01%
|
Increased
|
|
|
1985
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$10K
|
+$9.77K
|
1
|
0.01%
|
New
|
|
|
1986
|
Price Wealth
Austin,
Texas
|
$10K
|
+$10.2K
|
1
|
0.01%
|
New
|
|
|
1987
|
Creative Financial Designs
Kokomo,
Indiana
|
$9K
|
-$7K
|
2
|
0.01%
|
Reduced
|
|
|
1988
|
|
$9K
|
-$4.39K
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$8K
|
+$7.64K
|
2
|
0.01%
|
New
|
|
|
1990
|
AllSquare Wealth Management
Albany,
New York
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
Nelson Capital Management
Menlo Park,
California
|
$8K
|
+$300
|
2
|
0%
|
Increased
|
|
|
1992
|
Wealthcare Capital Management
Richmond,
Virginia
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
Florence Capital Advisors
New York
|
$7K
|
+$7.58K
|
1
|
0.01%
|
New
|
|
|
1994
|
Q3 Asset Management
Birmingham,
Michigan
|
$7K
|
+$8.18K
|
1
|
0.01%
|
New
|
|
|
1995
|
First Bank & Trust
Brookings,
South Dakota
|
$6K
|
+$6.3K
|
1
|
0%
|
New
|
|
|
1996
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$6K
|
-$21.6K
|
1
|
0%
|
Reduced
|
|
|
1997
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6K
|
+$5.41K
|
1
|
0%
|
New
|
|
|
1998
|
Denali Advisors
San Diego,
California
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
Armbruster Capital Management
Pittsford,
New York
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4K
|
+$3.47K
|
1
|
0%
|
New
|
|