|
1976
|
Arlington Partners
Birmingham,
Alabama
|
$167K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1977
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$167K
|
+$31.9K
|
1
|
0.04%
|
Increased
|
|
|
1978
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$162K
|
+$70.9K
|
1
|
0.02%
|
Increased
|
|
|
1979
|
Burleson & Co
Petaluma,
California
|
$161K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1980
|
Creative Financial Designs
Kokomo,
Indiana
|
$161K
|
-$142
|
1
|
0.03%
|
Reduced
|
|
|
1981
|
Better Money Decisions
Santa Fe,
New Mexico
|
$160K
|
+$17K
|
1
|
0.13%
|
Increased
|
|
|
1982
|
Field & Main Bank
Henderson,
Kentucky
|
$157K
|
+$30.1K
|
1
|
0.1%
|
Increased
|
|
|
1983
|
Tompkins Financial
Ithaca,
New York
|
$155K
|
+$170K
|
1
|
0.03%
|
New
|
|
|
1984
|
Barrett Asset Management
New York
|
$154K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1985
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$151K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1986
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$149K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1987
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$148K
|
+$63.8K
|
1
|
0.14%
|
Increased
|
|
|
1988
|
Johnson Midwest Financial
Glidden,
Iowa
|
$144K
|
+$142
|
1
|
0.12%
|
Increased
|
|
|
1989
|
Concord Wealth Partners
Abingdon,
Virginia
|
$143K
|
-$96.8K
|
2
|
0.06%
|
Reduced
|
|
|
1990
|
IMA Advisory Services
Denver,
Colorado
|
$143K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1991
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$143K
|
+$88.1K
|
1
|
0.01%
|
Increased
|
|
|
1992
|
Pflug Koory
Omaha,
Nebraska
|
$142K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1993
|
First Financial Corp
Terre Haute,
Indiana
|
$141K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1994
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$139K
|
-$9.51K
|
1
|
0.04%
|
Reduced
|
|
|
1995
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$137K
|
+$116K
|
1
|
0.08%
|
New
|
|
|
1996
|
Leelyn Smith
Geneva,
Illinois
|
$132K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1997
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$131K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1998
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$131K
|
+$24.5K
|
2
|
0.01%
|
Increased
|
|
|
1999
|
West Branch Capital
Amherst,
Massachusetts
|
$131K
|
-$5.67K
|
1
|
0.06%
|
Reduced
|
|
|
2000
|
American National Bank & Trust
Wichita Falls,
Texas
|
$130K
|
+$19.2K
|
1
|
0.03%
|
Increased
|
|