|
1976
|
Seldon Capital
San Francisco,
California
|
$102K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1977
|
Nauset Wealth Management
Westport,
Connecticut
|
$101K
|
+$101K
|
2
|
0.08%
|
New
|
|
|
1978
|
PFS Partners
Mine Hill,
New Jersey
|
$99.2K
|
+$6.26K
|
2
|
0.09%
|
Increased
|
|
|
1979
|
Arcus Capital Partners
Atlanta,
Georgia
|
$99K
|
+$14.3K
|
1
|
0.04%
|
Increased
|
|
|
1980
|
Sittner & Nelson
Eugene,
Oregon
|
$99K
|
+$5.81K
|
3
|
0.06%
|
Increased
|
|
|
1981
|
TCI Wealth Advisors
Tucson,
Arizona
|
$99K
|
+$8.07K
|
9
|
0.01%
|
Increased
|
|
|
1982
|
Worth Asset Management
Dallas,
Texas
|
$98K
|
+$92.4K
|
1
|
0.06%
|
New
|
|
|
1983
|
Alterna Wealth Management
Houston,
Texas
|
$93K
|
-$78.7K
|
1
|
0.08%
|
Reduced
|
|
|
1984
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$93K
|
+$78.5K
|
3
|
0.06%
|
New
|
|
|
1985
|
Raffa Wealth Management
Washington,
District of Columbia
|
$93K
|
-$11.6K
|
9
|
0.03%
|
Reduced
|
|
|
1986
|
Denver PWM
Denver,
Colorado
|
$92K
|
-$7.88K
|
1
|
0.04%
|
Reduced
|
|
|
1987
|
Duncker Streett & Co
St. Louis,
Missouri
|
$92K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1988
|
McIlrath & Eck
Arlington,
Washington
|
$92K
|
+$5.44K
|
4
|
0.03%
|
Increased
|
|
|
1989
|
Orion Capital Management
Coronado,
California
|
$91K
|
+$9.99K
|
2
|
0.05%
|
Increased
|
|
|
1990
|
Larson Financial Group
St Louis,
Missouri
|
$90K
|
+$501
|
6
|
0.01%
|
Increased
|
|
|
1991
|
MUFG Securities EMEA
London,
United Kingdom
|
$90K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1992
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$89K
|
-$92.7K
|
3
|
0.03%
|
Reduced
|
|
|
1993
|
Ninety One
Cape Town,
South Africa
|
$87K
|
+$36.3K
|
1
|
0.02%
|
Increased
|
|
|
1994
|
CKW Financial Group
Honolulu,
Hawaii
|
$86K
|
+$15.1K
|
1
|
0.01%
|
Increased
|
|
|
1995
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$86K
|
-$35.5K
|
2
|
0.06%
|
Reduced
|
|
|
1996
|
Good Life Advisors
Reading,
Pennsylvania
|
$86K
|
-$1.57K
|
1
|
0.01%
|
Reduced
|
|
|
1997
|
SJS Investment Consulting
Sylvania,
Ohio
|
$86K
|
-$12K
|
3
|
0.03%
|
Reduced
|
|
|
1998
|
Country Trust Bank
Bloomington,
Illinois
|
$84K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
United Community Bank
Greenville,
South Carolina
|
$82.5K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2000
|
Janiczek Wealth Management
Denver,
Colorado
|
$82K
|
-$13.7K
|
7
|
0.02%
|
Reduced
|
|