|
1976
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$758K
|
-$1.01M
|
1
|
0.04%
|
Reduced
|
|
|
1977
|
Founders Financial Securities
Towson,
Maryland
|
$757K
|
-$239K
|
2
|
0.04%
|
Reduced
|
|
|
1978
|
ORG Wealth Partners
Dallas,
Texas
|
$757K
|
+$31.5K
|
1
|
0.11%
|
Increased
|
|
|
1979
|
Embree Financial Group
Chicago,
Illinois
|
$756K
|
-$39.7K
|
1
|
0.08%
|
Reduced
|
|
|
1980
|
Cromwell Holdings
Jackson,
Wyoming
|
$756K
|
+$5.47K
|
3
|
0.34%
|
Increased
|
|
|
1981
|
Milestones Private Investment Advisors
Fairport,
New York
|
$756K
|
+$4.55K
|
1
|
0.6%
|
Increased
|
|
|
1982
|
Concord Wealth Partners
Abingdon,
Virginia
|
$755K
|
+$25K
|
3
|
0.09%
|
Increased
|
|
|
1983
|
Ignite Planners
San Clemente,
California
|
$752K
|
-$135K
|
1
|
0.1%
|
Reduced
|
|
|
1984
|
Stratos Investment Management
Beachwood,
Ohio
|
$750K
|
-$221K
|
1
|
0.03%
|
Reduced
|
|
|
1985
|
Oak Family Advisors
Chicago,
Illinois
|
$750K
|
-$48.2K
|
1
|
0.19%
|
Reduced
|
|
|
1986
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$749K
|
+$42.9K
|
1
|
0.12%
|
Increased
|
|
|
1987
|
PineStone Asset Management
Montreal,
Quebec, Canada
|
$748K
|
-$507K
|
1
|
0%
|
Reduced
|
|
|
1988
|
Montecito Bank & Trust
Santa Barbara,
California
|
$743K
|
+$102K
|
1
|
0.11%
|
Increased
|
|
|
1989
|
Perryman Financial Advisory
Dallas,
Texas
|
$742K
|
+$529K
|
1
|
0.1%
|
New
|
|
|
1990
|
Athena Wealth Management
Reno,
Nevada
|
$742K
|
-$186K
|
1
|
0.55%
|
Reduced
|
|
|
1991
|
Permanent Capital Management
Chicago,
Illinois
|
$740K
|
+$206K
|
1
|
0.1%
|
Increased
|
|
|
1992
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$738K
|
-$280K
|
1
|
0.04%
|
Reduced
|
|
|
1993
|
Significant Wealth Partners
Cary,
Illinois
|
$735K
|
+$546
|
1
|
0.8%
|
Increased
|
|
|
1994
|
Juno Financial Group
Richmond,
Virginia
|
$734K
|
+$4.73K
|
1
|
0.26%
|
Increased
|
|
|
1995
|
Mangrove Partners
Greenwich,
Connecticut
|
$734K
|
+$153K
|
2
|
0.05%
|
Increased
|
|
|
1996
|
KFA Private Wealth Group
Tysons,
Virginia
|
$732K
|
$0
|
2
|
0.18%
|
Maintained
|
|
|
1997
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$731K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1998
|
Martingale Asset Management
Boston,
Massachusetts
|
$730K
|
-$263K
|
2
|
0.02%
|
Reduced
|
|
|
1999
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$730K
|
-$22.6K
|
1
|
0.03%
|
Reduced
|
|
|
2000
|
Essex Savings Bank
Essex,
Connecticut
|
$730K
|
-$111K
|
1
|
0.16%
|
Reduced
|
|