|
1976
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$4.19M
|
+$124K
|
2
|
1.68%
|
Increased
|
|
|
1977
|
Beech Hill Advisors
New York
|
$4.19M
|
-$29K
|
2
|
1.85%
|
Reduced
|
|
|
1978
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$4.17M
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
1979
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$4.17M
|
+$50K
|
2
|
0.82%
|
Increased
|
|
|
1980
|
Adell Harriman & Carpenter
Houston,
Texas
|
$4.16M
|
-$124K
|
1
|
0.21%
|
Reduced
|
|
|
1981
|
Greenline Wealth Management
Boca Raton,
Florida
|
$4.13M
|
+$455K
|
2
|
3.4%
|
Increased
|
|
|
1982
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$4.13M
|
+$4.55K
|
2
|
0.28%
|
Increased
|
|
|
1983
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.13M
|
+$238K
|
2
|
0.05%
|
Increased
|
|
|
1984
|
Synergy Financial Group
San Ramon,
California
|
$4.13M
|
-$732K
|
2
|
2.97%
|
Reduced
|
|
|
1985
|
Invictus Private Wealth
Denver,
Colorado
|
$4.13M
|
+$3.9M
|
1
|
0.22%
|
New
|
|
|
1986
|
Income Insurance Ltd
Singapore,
|
$4.12M
|
+$63.6K
|
2
|
2.45%
|
Increased
|
|
|
1987
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$4.11M
|
+$195K
|
1
|
1.1%
|
Increased
|
|
|
1988
|
Ruffer LLP
London,
United Kingdom
|
$4.1M
|
+$1.69M
|
1
|
0.15%
|
Increased
|
|
|
1989
|
IMA Advisory Services
Denver,
Colorado
|
$4.1M
|
+$37.1K
|
6
|
0.26%
|
Increased
|
|
|
1990
|
WBI Investments
Red Bank,
New Jersey
|
$4.1M
|
+$1.53M
|
2
|
1.02%
|
Increased
|
|
|
1991
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$4.1M
|
+$159K
|
1
|
1.9%
|
Increased
|
|
|
1992
|
Dupree Financial Group
Lexington,
Kentucky
|
$4.1M
|
-$609K
|
1
|
1.54%
|
Reduced
|
|
|
1993
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$4.1M
|
+$4.77K
|
1
|
1.03%
|
Increased
|
|
|
1994
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$4.09M
|
+$2.47M
|
1
|
2.25%
|
Increased
|
|
|
1995
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$4.09M
|
+$1.1M
|
1
|
0.22%
|
Increased
|
|
|
1996
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$4.09M
|
-$317K
|
1
|
0.98%
|
Reduced
|
|
|
1997
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$4.08M
|
-$7.25M
|
2
|
0.24%
|
Reduced
|
|
|
1998
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$4.07M
|
+$91.5K
|
1
|
1.36%
|
Increased
|
|
|
1999
|
Shelton Wealth Management
Fort Worth,
Texas
|
$4.07M
|
+$418K
|
2
|
1.6%
|
Increased
|
|
|
2000
|
Advyzon Investment Management
Lisle,
Illinois
|
$4.07M
|
+$140K
|
3
|
0.3%
|
Increased
|
|