|
1976
|
Retirement Group
San Diego,
California
|
$101K
|
+$11.1K
|
2
|
0.04%
|
Increased
|
|
|
1977
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$101K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1978
|
Versant Capital Management
Phoenix,
Arizona
|
$98.9K
|
+$1.42K
|
5
|
0.03%
|
Increased
|
|
|
1979
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$97.7K
|
+$81.3K
|
2
|
0.04%
|
Increased
|
|
|
1980
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$97.1K
|
+$72.7K
|
1
|
0.07%
|
Increased
|
|
|
1981
|
Chilton Capital Management
Houston,
Texas
|
$91.5K
|
-$118K
|
2
|
0%
|
Reduced
|
|
|
1982
|
Ransom Advisory
Providence,
Rhode Island
|
$86.5K
|
+$79K
|
1
|
0.05%
|
New
|
|
|
1983
|
McIlrath & Eck
Arlington,
Washington
|
$86.1K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1984
|
WD Rutherford
Portland,
Oregon
|
$83.7K
|
+$76.4K
|
1
|
0.04%
|
New
|
|
|
1985
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$81.5K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1986
|
Silver Oak Securities
Jackson,
Tennessee
|
$80.3K
|
+$73.3K
|
1
|
0.01%
|
New
|
|
|
1987
|
Jamison Private Wealth Management
Milton,
Georgia
|
$79.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1988
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$78.4K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1989
|
Impact Partnership Wealth
Marietta,
Georgia
|
$78.1K
|
-$7.7K
|
2
|
0.03%
|
Reduced
|
|
|
1990
|
Orion Capital Management
Coronado,
California
|
$77.5K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1991
|
Pingora Partners
Wilson,
Wyoming
|
$74.8K
|
+$55.9K
|
1
|
0.05%
|
Increased
|
|
|
1992
|
Sienna Gestion
Paris,
France
|
$74.8K
|
+$68.3K
|
1
|
0.01%
|
New
|
|
|
1993
|
Bell Investment Advisors
Oakland,
California
|
$73.9K
|
+$2.66K
|
7
|
0.01%
|
Increased
|
|
|
1994
|
Tidemark
San Diego,
California
|
$73.3K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1995
|
|
$70K
|
-$5.45K
|
1
|
0.02%
|
Reduced
|
|
|
1996
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$70K
|
+$2.73K
|
2
|
0.01%
|
Increased
|
|
|
1997
|
Eagle Bay Advisors
New York
|
$69.7K
|
+$27.4K
|
2
|
0.04%
|
Increased
|
|
|
1998
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$69.1K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1999
|
Vestor Capital
Chicago,
Illinois
|
$69K
|
+$63.1K
|
1
|
0.01%
|
New
|
|
|
2000
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$68.6K
|
$0
|
1
|
0.04%
|
Maintained
|
|