|
1976
|
West Financial Advisors
Des Moines,
Iowa
|
$3.67K
|
+$3.75K
|
1
|
0%
|
New
|
|
|
1977
|
Davidson Capital Management
Corpus Christi,
Texas
|
$3.4K
|
+$136
|
1
|
0%
|
Increased
|
|
|
1978
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$3.34K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Safeguard Financial
Minocqua,
Wisconsin
|
$3K
|
+$3.07K
|
1
|
0%
|
New
|
|
|
1981
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$2.93K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1982
|
PFS Partners
Mine Hill,
New Jersey
|
$2.67K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1983
|
Carmel Capital Partners
San Diego,
California
|
$2.55K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
Piershale Financial Group
Barrington,
Illinois
|
$2.45K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1985
|
Horizons Wealth Management
Asheville,
North Carolina
|
$2.4K
|
+$477
|
1
|
0%
|
Increased
|
|
|
1986
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$2.22K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1987
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$2.17K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1988
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.08K
|
-$26
|
2
|
0%
|
Reduced
|
|
|
1990
|
Crewe Advisors
Salt Lake City,
Utah
|
$2K
|
-$31.7K
|
1
|
0%
|
Reduced
|
|
|
1991
|
Level Financial Advisors
East Amherst,
New York
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1992
|
KB Financial Partners
Princeton,
New Jersey
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1993
|
West Branch Capital
Amherst,
Massachusetts
|
$1.78K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1994
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$1.67K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Berkshire Capital Holdings
San Jose,
California
|
$1.38K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1996
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$1.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
LAM Group
Lake Oswego,
Oregon
|
$1.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1998
|
Evolution Advisers
Richmond,
Virginia
|
$1K
|
+$1.36K
|
1
|
0%
|
New
|
|
|
1999
|
WFA of San Diego
San Diego,
California
|
$774
|
+$682
|
2
|
0%
|
New
|
|
|
2000
|
St. Johns Investment Management
Jacksonville,
Florida
|
$734
|
$0
|
1
|
0%
|
Maintained
|
|