|
1976
|
Addison Advisors
Middlebury,
Vermont
|
$55K
|
+$5.68K
|
6
|
0.03%
|
Increased
|
|
|
1977
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$55K
|
+$66.2K
|
1
|
0.05%
|
Increased
|
|
|
1978
|
Gladius Capital Management
Chicago,
Illinois
|
$55K
|
+$58.6K
|
2
|
0%
|
Increased
|
|
|
1979
|
Silvant Capital Management
Atlanta,
Georgia
|
$55K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$52K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1981
|
Bellevue Asset Management
Bellevue,
Washington
|
$51K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1982
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$50K
|
-$11K
|
1
|
0.04%
|
Reduced
|
|
|
1983
|
PFS Partners
Mine Hill,
New Jersey
|
$49.7K
|
-$140
|
2
|
0.05%
|
Reduced
|
|
|
1984
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$49.4K
|
+$244
|
1
|
0.02%
|
Increased
|
|
|
1985
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$49K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1986
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$49K
|
-$52
|
2
|
0.06%
|
Reduced
|
|
|
1987
|
Schubert & Co
Mckinney,
Texas
|
$49K
|
+$6.25K
|
8
|
0.05%
|
Increased
|
|
|
1988
|
Win Advisors
Palm Beach Gardens,
Florida
|
$49K
|
-$287
|
2
|
0.02%
|
Reduced
|
|
|
1989
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$47K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1990
|
BOK Financial Private Wealth
Denver,
Colorado
|
$45K
|
+$48K
|
1
|
0%
|
New
|
|
|
1991
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$44K
|
+$105
|
1
|
0.04%
|
Increased
|
|
|
1992
|
High Net Worth Advisory Group
Naples,
Florida
|
$44K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1993
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$43K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1994
|
Focused Wealth Management
Newburgh,
New York
|
$43K
|
+$241
|
4
|
0.01%
|
Increased
|
|
|
1995
|
O'Dell Group
Cincinnati,
Ohio
|
$43K
|
-$3
|
3
|
0.02%
|
Reduced
|
|
|
1996
|
CVA Family Office
Denver,
Colorado
|
$42K
|
+$1.61K
|
4
|
0.01%
|
Increased
|
|
|
1997
|
Sterneck Capital Management
Kansas City,
Missouri
|
$42K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1998
|
Ferguson Shapiro
Decatur,
Georgia
|
$41K
|
+$52.2K
|
1
|
0.02%
|
New
|
|
|
1999
|
GFG Capital
Miami,
Florida
|
$41K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$41K
|
-$9K
|
3
|
0.01%
|
Reduced
|
|