|
1976
|
Personal Capital Advisors
Redwood City,
California
|
$666K
|
+$179K
|
1
|
0.02%
|
Increased
|
|
|
1977
|
Global Endowment Management
Charlotte,
North Carolina
|
$665K
|
+$122K
|
1
|
0.1%
|
Increased
|
|
|
1978
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$659K
|
-$9.09K
|
1
|
0.34%
|
Reduced
|
|
|
1979
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$658K
|
-$39.6K
|
2
|
0.42%
|
Reduced
|
|
|
1980
|
Investment Partners
New Philadelphia,
Ohio
|
$658K
|
-$224K
|
1
|
0.64%
|
Reduced
|
|
|
1981
|
AR Asset Management
West Hollywood,
California
|
$656K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1982
|
Alpha Windward
Westwood,
Massachusetts
|
$654K
|
-$46K
|
2
|
0.43%
|
Reduced
|
|
|
1983
|
Teza Capital Management
Chicago,
Illinois
|
$654K
|
+$655K
|
3
|
0.91%
|
New
|
|
|
1984
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$646K
|
-$390K
|
1
|
0.26%
|
Reduced
|
|
|
1985
|
Glassman Wealth Services
Vienna,
Virginia
|
$646K
|
+$239K
|
4
|
0.46%
|
Increased
|
|
|
1986
|
|
$646K
|
+$210K
|
1
|
1.13%
|
Increased
|
|
|
1987
|
Americafirst Capital Management
Roseville,
California
|
$642K
|
+$504K
|
2
|
0.68%
|
Increased
|
|
|
1988
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$642K
|
+$199K
|
1
|
0.09%
|
Increased
|
|
|
1989
|
E&G Advisors
Houston,
Texas
|
$640K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
1990
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$640K
|
+$141K
|
1
|
0.09%
|
Increased
|
|
|
1991
|
De Burlo Group
Boston,
Massachusetts
|
$638K
|
-$668K
|
1
|
0.16%
|
Reduced
|
|
|
1992
|
First City Capital Management
Savannah,
Georgia
|
$637K
|
$0
|
1
|
0.48%
|
Maintained
|
|
|
1993
|
IHT Wealth Management
Chicago,
Illinois
|
$635K
|
+$632K
|
11
|
0.48%
|
New
|
|
|
1994
|
Thompson Davis & Co
Richmond,
Virginia
|
$626K
|
-$384K
|
6
|
1.04%
|
Reduced
|
|
|
1995
|
TCI Wealth Advisors
Tucson,
Arizona
|
$623K
|
+$40.5K
|
8
|
0.33%
|
Increased
|
|
|
1996
|
Cadinha & Co
Honolulu,
Hawaii
|
$622K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1997
|
|
$621K
|
+$626K
|
1
|
0.61%
|
New
|
|
|
1998
|
|
$619K
|
-$856K
|
1
|
0.59%
|
Reduced
|
|
|
1999
|
Bison Wealth
Atlanta,
Georgia
|
$616K
|
+$25.8K
|
1
|
0.52%
|
Increased
|
|
|
2000
|
GM Advisory Group
Melville,
New York
|
$616K
|
-$174K
|
1
|
0.22%
|
Reduced
|
|