|
1976
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$75.7K
|
+$8.99K
|
4
|
0.01%
|
Increased
|
|
|
1977
|
CTC Alternative Strategies
Chicago,
Illinois
|
$73.8K
|
-$279K
|
1
|
0.09%
|
Reduced
|
|
|
1978
|
Roberts Wealth Advisors
Palo Alto,
California
|
$73.5K
|
-$1.79M
|
1
|
0.02%
|
Reduced
|
|
|
1979
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$73K
|
-$12.8K
|
3
|
0.02%
|
Reduced
|
|
|
1980
|
Caldwell Sutter Capital
Sausalito,
California
|
$72.1K
|
+$2.6K
|
7
|
0.03%
|
Increased
|
|
|
1981
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$72K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1982
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$71.3K
|
+$65.6K
|
1
|
0.01%
|
New
|
|
|
1983
|
Verus Capital Partners
Scottsdale,
Arizona
|
$71.2K
|
-$6.73K
|
1
|
0.01%
|
Reduced
|
|
|
1984
|
GAM Holding
Zurich,
Switzerland
|
$70.8K
|
+$65K
|
1
|
0.01%
|
New
|
|
|
1985
|
Institute for Wealth Management
Denver,
Colorado
|
$70.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1986
|
OneAscent Financial Services
Birmingham,
Alabama
|
$69K
|
+$18.7K
|
1
|
0.05%
|
Increased
|
|
|
1987
|
Pacifica Partners
Surrey,
Canada
|
$66.9K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1988
|
Silvant Capital Management
Atlanta,
Georgia
|
$66.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
Eukles Asset Management
Cincinnati,
Ohio
|
$65.8K
|
-$15.1K
|
2
|
0.03%
|
Reduced
|
|
|
1990
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$64.1K
|
+$58.9K
|
1
|
0.02%
|
New
|
|
|
1991
|
IFG Advisory
Atlanta,
Georgia
|
$63.6K
|
+$58.5K
|
1
|
0%
|
New
|
|
|
1992
|
Sittner & Nelson
Eugene,
Oregon
|
$62.5K
|
+$1.6K
|
2
|
0.03%
|
Increased
|
|
|
1993
|
PFS Partners
Mine Hill,
New Jersey
|
$62.1K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1994
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$62.1K
|
+$59.5K
|
2
|
0.01%
|
New
|
|
|
1995
|
Regal Investment Advisors
Kentwood,
Michigan
|
$61.8K
|
-$1.52M
|
1
|
0%
|
Reduced
|
|
|
1996
|
Tortoise Investment Management
White Plains,
New York
|
$61.4K
|
-$35.1K
|
3
|
0.01%
|
Reduced
|
|
|
1997
|
Flaharty Asset Management
Clearwater,
Florida
|
$61.1K
|
+$58.5K
|
4
|
0.01%
|
New
|
|
|
1998
|
Hemington Wealth Management
Falls Church,
Virginia
|
$61K
|
+$66K
|
7
|
0.02%
|
New
|
|
|
1999
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$60.5K
|
+$900
|
2
|
0.02%
|
Increased
|
|
|
2000
|
Paladin Advisory Group
Clive,
Iowa
|
$57.5K
|
$0
|
1
|
0.04%
|
Maintained
|
|