|
1976
|
|
$203K
|
+$206K
|
1
|
0.04%
|
New
|
|
|
1977
|
Foundation Resource Management
Little Rock,
Arkansas
|
$203K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1978
|
Magnetar Financial
Evanston,
Illinois
|
$203K
|
-$4.85M
|
1
|
0%
|
Reduced
|
|
|
1979
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$202K
|
+$204K
|
1
|
0.03%
|
New
|
|
|
1980
|
|
$202K
|
-$1.81M
|
1
|
0.25%
|
Reduced
|
|
|
1981
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$202K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1982
|
Cedar Hill Associates
Chicago,
Illinois
|
$201K
|
+$196K
|
1
|
0.03%
|
New
|
|
|
1983
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$201K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1984
|
Sapphire Star Partners
Redmond,
Washington
|
$199K
|
-$65.8K
|
1
|
0.26%
|
Reduced
|
|
|
1985
|
Proficio Capital Partners
Newton,
Massachusetts
|
$194K
|
-$16.2K
|
5
|
0.08%
|
Reduced
|
|
|
1986
|
Tortoise Investment Management
White Plains,
New York
|
$191K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1987
|
Fortis Advisors
Wayne,
Pennsylvania
|
$190K
|
+$188K
|
2
|
0.13%
|
New
|
|
|
1988
|
Creative Financial Designs
Kokomo,
Indiana
|
$186K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1989
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$183K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1990
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$180K
|
-$30.7K
|
4
|
0.08%
|
Reduced
|
|
|
1991
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$172K
|
-$216K
|
2
|
0.2%
|
Reduced
|
|
|
1992
|
Portfolio Solutions
Royal Oak,
Michigan
|
$171K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1993
|
MCF Advisors
Covington,
Kentucky
|
$167K
|
-$16.1K
|
4
|
0.03%
|
Reduced
|
|
|
1994
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$166K
|
+$156K
|
2
|
0.1%
|
New
|
|
|
1995
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$165K
|
+$2.88K
|
3
|
0.04%
|
Increased
|
|
|
1996
|
Cavalier Investments
Alpharetta,
Georgia
|
$164K
|
+$194K
|
1
|
0.08%
|
New
|
|
|
1997
|
Highlander Capital Management
Short Hills,
New Jersey
|
$161K
|
-$3K
|
2
|
0.13%
|
Reduced
|
|
|
1998
|
Risk Paradigm Group
Austin,
Texas
|
$159K
|
+$105K
|
2
|
0.19%
|
Increased
|
|
|
1999
|
Hoertkorn Richard Charles
|
$158K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2000
|
Arax Advisory Partners
Denver,
Colorado
|
$155K
|
+$1.26K
|
3
|
0.07%
|
Increased
|
|