|
1976
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$210K
|
+$8.36K
|
1
|
0.04%
|
Increased
|
|
|
1977
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$210K
|
-$13.9K
|
1
|
0.02%
|
Reduced
|
|
|
1978
|
Pegasus Partners
Mequon,
Wisconsin
|
$210K
|
+$192K
|
1
|
0.05%
|
New
|
|
|
1979
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$210K
|
-$36.9K
|
1
|
0.01%
|
Reduced
|
|
|
1980
|
Buffington Mohr McNeal
Boise,
Idaho
|
$209K
|
+$191K
|
1
|
0.05%
|
New
|
|
|
1981
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$209K
|
+$191K
|
1
|
0.04%
|
New
|
|
|
1982
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$209K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1983
|
Hamilton Capital
Columbus,
Ohio
|
$207K
|
+$190K
|
1
|
0.04%
|
New
|
|
|
1984
|
Latitude Advisors
Vero Beach,
Florida
|
$207K
|
+$190K
|
1
|
0.18%
|
New
|
|
|
1985
|
Solstein Capital
Menlo Park,
California
|
$207K
|
+$22.1K
|
1
|
0.09%
|
Increased
|
|
|
1986
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$207K
|
+$189K
|
1
|
0.03%
|
New
|
|
|
1987
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$206K
|
+$188K
|
1
|
0.09%
|
New
|
|
|
1988
|
Horizon Kinetics Asset Management
New York
|
$206K
|
+$189K
|
1
|
0.01%
|
New
|
|
|
1989
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$206K
|
+$189K
|
1
|
0.22%
|
New
|
|
|
1990
|
Newport Wealth Strategies
Irvine,
California
|
$205K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1991
|
Pacific Global Investment Management
Glendale,
California
|
$205K
|
+$187K
|
1
|
0.04%
|
New
|
|
|
1992
|
RiverFront Investment Group
Richmond,
Virginia
|
$205K
|
+$187K
|
1
|
0%
|
New
|
|
|
1993
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$204K
|
+$187K
|
1
|
0.1%
|
New
|
|
|
1994
|
SFMG Wealth Advisors
Plano,
Texas
|
$204K
|
+$187K
|
1
|
0.03%
|
New
|
|
|
1995
|
Waterfront Wealth
Overland Park,
Kansas
|
$204K
|
+$187K
|
1
|
0.14%
|
New
|
|
|
1996
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$203K
|
+$186K
|
1
|
0.22%
|
New
|
|
|
1997
|
Creative Financial Designs
Kokomo,
Indiana
|
$203K
|
+$145K
|
1
|
0.04%
|
Increased
|
|
|
1998
|
World Investment Advisors
Santa Barbara,
California
|
$203K
|
+$191K
|
1
|
0.05%
|
New
|
|
|
1999
|
Concentric Wealth Management
Lafayette,
California
|
$202K
|
+$185K
|
1
|
0.07%
|
New
|
|
|
2000
|
Executive Wealth Management
Brighton,
Michigan
|
$202K
|
+$185K
|
1
|
0.02%
|
New
|
|