|
1976
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$583K
|
-$6.36K
|
1
|
0.12%
|
Reduced
|
|
|
1977
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$582K
|
+$18.9K
|
1
|
0.05%
|
Increased
|
|
|
1978
|
Aire Advisors
Beverly Hills,
California
|
$582K
|
-$6.92K
|
1
|
0.09%
|
Reduced
|
|
|
1979
|
OneAscent Family Office
Birmingham,
Alabama
|
$581K
|
+$76.3K
|
1
|
0.29%
|
Increased
|
|
|
1980
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$581K
|
+$588K
|
1
|
0.23%
|
New
|
|
|
1981
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$580K
|
-$77.6K
|
1
|
0.31%
|
Reduced
|
|
|
1982
|
Klingman & Associates
New York
|
$579K
|
+$112K
|
1
|
0.02%
|
Increased
|
|
|
1983
|
Waterfront Wealth
Overland Park,
Kansas
|
$578K
|
+$127K
|
1
|
0.09%
|
Increased
|
|
|
1984
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$578K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1985
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$575K
|
+$2.43K
|
1
|
0.11%
|
Increased
|
|
|
1986
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$575K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1987
|
Sterling Wealth Management
Champaign,
Illinois
|
$574K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1988
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$572K
|
-$534K
|
1
|
0.08%
|
Reduced
|
|
|
1989
|
Kera Capital Partners
San Jose,
California
|
$570K
|
-$191K
|
2
|
0.05%
|
Reduced
|
|
|
1990
|
West Family Investments
Carlsbad,
California
|
$569K
|
+$238K
|
1
|
0.17%
|
Increased
|
|
|
1991
|
Facet Wealth Inc
Baltimore,
Maryland
|
$568K
|
+$72K
|
1
|
0.01%
|
Increased
|
|
|
1992
|
Iams Wealth Management
Omaha,
Nebraska
|
$566K
|
-$326K
|
1
|
0.17%
|
Reduced
|
|
|
1993
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$565K
|
+$561
|
1
|
0.21%
|
Increased
|
|
|
1994
|
Requisite Capital Management
Dallas,
Texas
|
$565K
|
-$195K
|
1
|
0.09%
|
Reduced
|
|
|
1995
|
Wall Street Financial Group
Carlinville,
Illinois
|
$564K
|
+$10.7K
|
1
|
0.3%
|
Increased
|
|
|
1996
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$563K
|
+$4.86K
|
1
|
0.13%
|
Increased
|
|
|
1997
|
Bridgeway Capital Management
Houston,
Texas
|
$563K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1998
|
MBA Advisors
Hermitage,
Pennsylvania
|
$563K
|
+$40.8K
|
1
|
0.19%
|
Increased
|
|
|
1999
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$562K
|
-$139K
|
1
|
0.04%
|
Reduced
|
|
|
2000
|
Diversified Management
Milwaukee,
Wisconsin
|
$562K
|
-$56.1K
|
1
|
0.12%
|
Reduced
|
|