|
1976
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$100K
|
+$96K
|
1
|
0.59%
|
New
|
|
|
1977
|
Evermay Wealth Management
Arlington,
Virginia
|
$99.4K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1978
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$98.8K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1979
|
Register Financial Advisors
Atlanta,
Georgia
|
$97.7K
|
-$15.4K
|
1
|
0.07%
|
Reduced
|
|
|
1980
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$97.6K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1981
|
EMC Capital Management
Houston,
Texas
|
$97K
|
-$63K
|
1
|
0.08%
|
Reduced
|
|
|
1982
|
NovaPoint Capital
Atlanta,
Georgia
|
$95.5K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1983
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$95.1K
|
-$24.6K
|
3
|
0.01%
|
Reduced
|
|
|
1984
|
WR Wealth Planners
Columbia,
Missouri
|
$93.8K
|
-$2.14K
|
7
|
0.04%
|
Reduced
|
|
|
1985
|
Castleview Partners
Dallas,
Texas
|
$93.6K
|
+$36.2K
|
3
|
0.08%
|
Increased
|
|
|
1986
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$93.3K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1987
|
Paradigm Asset Management
New York
|
$91.7K
|
-$1.15M
|
2
|
0.02%
|
Reduced
|
|
|
1988
|
Solstein Capital
Menlo Park,
California
|
$89.9K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1989
|
|
$89K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1990
|
Raffa Wealth Management
Washington,
District of Columbia
|
$87.5K
|
$0
|
9
|
0.03%
|
Maintained
|
|
|
1991
|
Lagoda Investment Management
New York
|
$85.1K
|
-$38.4K
|
1
|
0.06%
|
Reduced
|
|
|
1992
|
Clean Yield Group
Norwich,
Vermont
|
$84.6K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1993
|
Worth Asset Management
Dallas,
Texas
|
$84.5K
|
+$10.8K
|
2
|
0.06%
|
Increased
|
|
|
1994
|
Sittner & Nelson
Eugene,
Oregon
|
$84.5K
|
+$3.87K
|
3
|
0.05%
|
Increased
|
|
|
1995
|
Silicon Valley Capital Partners
San Jose,
California
|
$83.7K
|
+$10.6K
|
3
|
0.02%
|
Increased
|
|
|
1996
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$81.7K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1997
|
V-Square Quantitative Management
Chicago,
Illinois
|
$81.4K
|
+$77.2K
|
2
|
0.06%
|
New
|
|
|
1998
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$80.5K
|
+$78.6K
|
6
|
0.04%
|
New
|
|
|
1999
|
Flow Traders U.S.
New York
|
$80K
|
-$127K
|
2
|
0%
|
Reduced
|
|
|
2000
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$80K
|
+$38.9K
|
1
|
0.03%
|
Increased
|
|