|
1976
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$69K
|
+$3.87K
|
1
|
0.03%
|
Increased
|
|
|
1977
|
Resources Management Corp
West Hartford,
Connecticut
|
$64K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
Weaver Consulting Group
Huntington Beach,
California
|
$64K
|
+$30.5K
|
1
|
0.04%
|
Increased
|
|
|
1979
|
Hartford Financial Management
Hartford,
Connecticut
|
$62K
|
-$41.5K
|
1
|
0.02%
|
Reduced
|
|
|
1980
|
Manchester Financial
Westlake Village,
California
|
$61K
|
+$31.2K
|
1
|
0.05%
|
Increased
|
|
|
1981
|
Wolverine Asset Management
Chicago,
Illinois
|
$57K
|
+$45.7K
|
1
|
0%
|
New
|
|
|
1982
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$56K
|
+$5.94K
|
1
|
0.05%
|
Increased
|
|
|
1983
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$55K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1984
|
Global Financial Private Client
Sarasota,
Florida
|
$53.4K
|
-$16.4K
|
1
|
0.05%
|
Reduced
|
|
|
1985
|
Aft Forsyth & Sober
Valrico,
Florida
|
$52K
|
+$41.5K
|
1
|
0.37%
|
New
|
|
|
1986
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$52K
|
+$41.5K
|
1
|
0.01%
|
New
|
|
|
1987
|
Truehand Inc
Strafford,
New Hampshire
|
$52K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1988
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$49K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1989
|
Cordasco Financial Network
Naples,
Florida
|
$47K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1990
|
Price Wealth
Austin,
Texas
|
$46K
|
-$55.1K
|
1
|
0.01%
|
Reduced
|
|
|
1991
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$46K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1992
|
Community Bank
Dewitt,
New York
|
$44K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1993
|
Islay Capital Management
Lubbock,
Texas
|
$44K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1994
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$43K
|
+$7.19K
|
1
|
0.01%
|
Increased
|
|
|
1995
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$42K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1996
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$41K
|
-$23.9K
|
1
|
0.01%
|
Reduced
|
|
|
1997
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$41K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1998
|
Laurion Capital Management
New York
|
$39K
|
-$453K
|
1
|
0%
|
Reduced
|
|
|
1999
|
SouthState Corp
Winter Haven,
Florida
|
$39K
|
-$30.4K
|
1
|
0%
|
Reduced
|
|
|
2000
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$36K
|
$0
|
1
|
0.04%
|
Maintained
|
|