|
1976
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$262K
|
+$7.13K
|
1
|
0.04%
|
Increased
|
|
|
1977
|
Marietta Wealth Management
Marietta,
Georgia
|
$262K
|
+$3.91K
|
1
|
0.05%
|
Increased
|
|
|
1978
|
Leo Brokerage
Hurst,
Texas
|
$261K
|
+$16.3K
|
1
|
0.03%
|
Increased
|
|
|
1979
|
MBA Advisors
Hermitage,
Pennsylvania
|
$261K
|
+$12K
|
1
|
0.16%
|
Increased
|
|
|
1980
|
Waddell & Associates
Memphis,
Tennessee
|
$260K
|
+$1.84K
|
1
|
0.04%
|
Increased
|
|
|
1981
|
WrapManager Inc
Mill Valley,
California
|
$259K
|
-$3.36K
|
1
|
0.08%
|
Reduced
|
|
|
1982
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$259K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1983
|
Summit Global Investments
Bountiful,
Utah
|
$258K
|
+$249K
|
1
|
0.02%
|
New
|
|
|
1984
|
Davis Investment Partners
Charlotte,
North Carolina
|
$258K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1985
|
Eagle Bay Advisors
New York
|
$257K
|
-$17K
|
1
|
0.15%
|
Reduced
|
|
|
1986
|
Marshall Wace
London,
United Kingdom
|
$256K
|
-$8.18M
|
1
|
0%
|
Reduced
|
|
|
1987
|
Douglass Winthrop Advisors
New York
|
$256K
|
-$10.8K
|
1
|
0.01%
|
Reduced
|
|
|
1988
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$255K
|
+$251K
|
1
|
0.1%
|
New
|
|
|
1989
|
Trilogy Capital
Irvine,
California
|
$254K
|
+$235K
|
1
|
0.02%
|
New
|
|
|
1990
|
|
$254K
|
-$17.8K
|
1
|
0.13%
|
Reduced
|
|
|
1991
|
Charles Schwab Trust
Henderson,
Nevada
|
$254K
|
+$257K
|
1
|
0.03%
|
New
|
|
|
1992
|
Opal Wealth Advisors
Jericho,
New York
|
$254K
|
+$245K
|
1
|
0.13%
|
New
|
|
|
1993
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$253K
|
+$21.7K
|
1
|
0.07%
|
Increased
|
|
|
1994
|
Argent Capital Management
St Louis,
Missouri
|
$253K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1995
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$253K
|
+$16.6K
|
1
|
1.49%
|
Increased
|
|
|
1996
|
Parcion Private Wealth
Bellevue,
Washington
|
$252K
|
+$244K
|
1
|
0.03%
|
New
|
|
|
1997
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$252K
|
+$50.1K
|
1
|
0.07%
|
Increased
|
|
|
1998
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$252K
|
+$34.4K
|
1
|
0.25%
|
Increased
|
|
|
1999
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$251K
|
-$16.2K
|
1
|
0.14%
|
Reduced
|
|
|
2000
|
Clal Insurance
Tel-Aviv,
Israel
|
$251K
|
+$219K
|
1
|
0%
|
New
|
|