|
1976
|
Austin Wealth Management
Austin,
Texas
|
$96K
|
+$96.3K
|
1
|
0.03%
|
New
|
|
|
1977
|
Albion Financial Group
Salt Lake City,
Utah
|
$94K
|
+$591
|
3
|
0.01%
|
Increased
|
|
|
1978
|
Sachetta
Lynnfield,
Massachusetts
|
$93K
|
+$92.4K
|
5
|
0.04%
|
New
|
|
|
1979
|
J. Safra Asset Management
New York
|
$92.8K
|
+$5.95K
|
1
|
0.01%
|
Increased
|
|
|
1980
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$92.2K
|
+$31.2K
|
3
|
0.01%
|
Increased
|
|
|
1981
|
Eagle Bay Advisors
New York
|
$92K
|
-$79K
|
4
|
0.06%
|
Reduced
|
|
|
1982
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$90.1K
|
-$66.6K
|
3
|
0.02%
|
Reduced
|
|
|
1983
|
Institute for Wealth Management
Denver,
Colorado
|
$89.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1984
|
Advantage Trust Company
Salina,
Kansas
|
$89.8K
|
+$89.4K
|
3
|
0.07%
|
New
|
|
|
1985
|
Addison Advisors
Middlebury,
Vermont
|
$88.4K
|
+$18.3K
|
5
|
0.03%
|
Increased
|
|
|
1986
|
Tortoise Investment Management
White Plains,
New York
|
$88.2K
|
-$3.78K
|
3
|
0.01%
|
Reduced
|
|
|
1987
|
Pacifica Partners
Surrey,
Canada
|
$88.1K
|
+$19.8K
|
4
|
0.04%
|
Increased
|
|
|
1988
|
Long Island Wealth Management
Melville,
New York
|
$88K
|
+$80.5K
|
1
|
0.06%
|
New
|
|
|
1989
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$85.7K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1990
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$83.4K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1991
|
Clearview Wealth Advisors
Salem,
Oregon
|
$82.5K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1992
|
|
$82.4K
|
+$59K
|
2
|
0.01%
|
Increased
|
|
|
1993
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$81K
|
-$107K
|
3
|
0.02%
|
Reduced
|
|
|
1994
|
Tradewinds Capital Management
Bellingham,
Washington
|
$80.7K
|
-$154
|
2
|
0.03%
|
Reduced
|
|
|
1995
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$80.3K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1996
|
Silicon Valley Capital Partners
San Jose,
California
|
$79.6K
|
+$593
|
3
|
0.01%
|
Increased
|
|
|
1997
|
Clearstead Trust
Portland,
Maine
|
$77.4K
|
-$14.3K
|
2
|
0.02%
|
Reduced
|
|
|
1998
|
Highline Wealth Partners
Sherman Oaks,
California
|
$77.3K
|
+$62.2K
|
2
|
0.04%
|
Increased
|
|
|
1999
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$77K
|
+$3.52K
|
5
|
0.01%
|
Increased
|
|
|
2000
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$76.9K
|
+$2.62K
|
2
|
0.01%
|
Increased
|
|