|
1976
|
Global Assets Advisory
Orlando,
Florida
|
$418K
|
-$272K
|
1
|
0.09%
|
Reduced
|
|
|
1977
|
OneFund LLC
Saint Petersburg,
Florida
|
$417K
|
-$6.42K
|
3
|
0.24%
|
Reduced
|
|
|
1978
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$417K
|
-$1.89K
|
2
|
0.28%
|
Reduced
|
|
|
1979
|
MFA Wealth Services
Thousand Oaks,
California
|
$416K
|
+$115K
|
1
|
0.25%
|
Increased
|
|
|
1980
|
Physicians Financial Services
Raleigh,
North Carolina
|
$415K
|
-$14.4K
|
1
|
0.1%
|
Reduced
|
|
|
1981
|
Wealth Group
Raleigh,
North Carolina
|
$415K
|
+$470K
|
1
|
0.1%
|
New
|
|
|
1982
|
Palogic Value Management
Dallas,
Texas
|
$412K
|
+$448K
|
1
|
0.13%
|
New
|
|
|
1983
|
Hoey Investments
Coatesville,
Pennsylvania
|
$412K
|
+$6.4K
|
2
|
0.05%
|
Increased
|
|
|
1984
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$412K
|
-$418K
|
1
|
0.13%
|
Reduced
|
|
|
1985
|
Element Wealth
Ridgeland,
Mississippi
|
$412K
|
+$445K
|
1
|
0.15%
|
New
|
|
|
1986
|
August Group Capital
Toronto,
|
$412K
|
-$30K
|
1
|
0.45%
|
Reduced
|
|
|
1987
|
Stokes Family Office
New Orleans,
Louisiana
|
$411K
|
-$125K
|
1
|
0.05%
|
Reduced
|
|
|
1988
|
Argent Advisors
Monroe,
Louisiana
|
$411K
|
-$11K
|
1
|
0.1%
|
Reduced
|
|
|
1989
|
CVA Family Office
Denver,
Colorado
|
$410K
|
-$30.8K
|
7
|
0.04%
|
Reduced
|
|
|
1990
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$410K
|
+$44.5K
|
2
|
0.11%
|
Increased
|
|
|
1991
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$408K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1992
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$407K
|
$0
|
1
|
0.65%
|
Maintained
|
|
|
1993
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$406K
|
-$7.94K
|
1
|
0.14%
|
Reduced
|
|
|
1994
|
S.A. Mason
Holland,
Michigan
|
$405K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1995
|
Saiph Capital
Wyckoff,
New Jersey
|
$405K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1996
|
Strategy Asset Managers
Pasadena,
California
|
$404K
|
-$25.1K
|
1
|
0.06%
|
Reduced
|
|
|
1997
|
IFG Advisors
St. Louis,
Missouri
|
$403K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1998
|
Kendall Capital Management
Rockville,
Maryland
|
$402K
|
+$14.3K
|
1
|
0.07%
|
Increased
|
|
|
1999
|
Eagle Bay Advisors
New York
|
$402K
|
+$18.3K
|
1
|
0.3%
|
Increased
|
|
|
2000
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$401K
|
-$11.5K
|
1
|
0.11%
|
Reduced
|
|