|
1976
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$721K
|
+$223K
|
1
|
0.42%
|
Increased
|
|
|
1977
|
Insight 2811 Inc
Chicago,
Illinois
|
$717K
|
+$144K
|
1
|
0.53%
|
Increased
|
|
|
1978
|
Pine River Capital Management
Minnetonka,
Minnesota
|
$713K
|
-$2.98M
|
2
|
0.05%
|
Reduced
|
|
|
1979
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$709K
|
+$85.7K
|
6
|
0.3%
|
Increased
|
|
|
1980
|
440 Investment Group
Overland Park,
Kansas
|
$707K
|
+$670K
|
1
|
0.54%
|
New
|
|
|
1981
|
Park Circle Company
Baltimore,
Maryland
|
$707K
|
$0
|
2
|
0.41%
|
Maintained
|
|
|
1982
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$707K
|
+$449K
|
2
|
0.19%
|
Increased
|
|
|
1983
|
Bison Wealth
Atlanta,
Georgia
|
$706K
|
+$12K
|
1
|
0.57%
|
Increased
|
|
|
1984
|
First City Capital Management
Savannah,
Georgia
|
$705K
|
$0
|
1
|
0.49%
|
Maintained
|
|
|
1985
|
Montecito Bank & Trust
Santa Barbara,
California
|
$701K
|
+$31K
|
1
|
0.24%
|
Increased
|
|
|
1986
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$700K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1987
|
TCI Wealth Advisors
Tucson,
Arizona
|
$696K
|
-$8.8K
|
9
|
0.34%
|
Reduced
|
|
|
1988
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$687K
|
+$1.05K
|
1
|
0.33%
|
Increased
|
|
|
1989
|
Willow Creek Wealth Management
Sebastopol,
California
|
$687K
|
$0
|
1
|
0.45%
|
Maintained
|
|
|
1990
|
WBI Investments
Red Bank,
New Jersey
|
$686K
|
-$951K
|
1
|
0.03%
|
Reduced
|
|
|
1991
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$683K
|
-$828
|
1
|
0.08%
|
Reduced
|
|
|
1992
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$682K
|
$0
|
1
|
0.47%
|
Maintained
|
|
|
1993
|
RFG Advisory
Birmingham,
Alabama
|
$682K
|
-$10.3K
|
1
|
0.42%
|
Reduced
|
|
|
1994
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$677K
|
$0
|
1
|
0.48%
|
Maintained
|
|
|
1995
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$672K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1996
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$671K
|
+$342K
|
2
|
0.24%
|
Increased
|
|
|
1997
|
Mraz Amerine & Associates
Modesto,
California
|
$669K
|
-$64.5K
|
1
|
0.21%
|
Reduced
|
|
|
1998
|
Lourd Capital
Beverly Hills,
California
|
$668K
|
+$32.5K
|
1
|
0.06%
|
Increased
|
|
|
1999
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$662K
|
-$76.8K
|
1
|
0.09%
|
Reduced
|
|
|
2000
|
WrapManager Inc
Mill Valley,
California
|
$661K
|
+$354K
|
2
|
0.22%
|
Increased
|
|