|
1976
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$403K
|
-$50.1K
|
1
|
0.21%
|
Reduced
|
|
|
1977
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$402K
|
+$29.9K
|
11
|
0.17%
|
Increased
|
|
|
1978
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$399K
|
+$105K
|
1
|
0.25%
|
Increased
|
|
|
1979
|
Chemung Canal Trust
Elmira,
New York
|
$398K
|
-$106K
|
2
|
0.09%
|
Reduced
|
|
|
1980
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$392K
|
+$14.2K
|
1
|
0.11%
|
Increased
|
|
|
1981
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$389K
|
+$5.71K
|
1
|
0.06%
|
Increased
|
|
|
1982
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$389K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1983
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$387K
|
+$353K
|
1
|
0.27%
|
New
|
|
|
1984
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$385K
|
+$80.9K
|
4
|
0.23%
|
Increased
|
|
|
1985
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$384K
|
+$293K
|
5
|
0.02%
|
Increased
|
|
|
1986
|
Cambridge Advisors
Omaha,
Nebraska
|
$384K
|
-$1.25M
|
1
|
0.16%
|
Reduced
|
|
|
1987
|
Family Legacy Inc
Greenville,
South Carolina
|
$384K
|
+$397K
|
1
|
0.4%
|
New
|
|
|
1988
|
Archford Capital Strategies
Swansea,
Illinois
|
$381K
|
+$239K
|
6
|
0.14%
|
Increased
|
|
|
1989
|
Farr Miller & Washington
Washington,
District of Columbia
|
$379K
|
+$383K
|
1
|
0.04%
|
New
|
|
|
1990
|
TCI Wealth Advisors
Tucson,
Arizona
|
$379K
|
-$173K
|
12
|
0.2%
|
Reduced
|
|
|
1991
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$378K
|
-$134K
|
1
|
0.17%
|
Reduced
|
|
|
1992
|
Americafirst Capital Management
Roseville,
California
|
$377K
|
-$119K
|
2
|
0.45%
|
Reduced
|
|
|
1993
|
SRB Corp
Boston,
Massachusetts
|
$377K
|
-$23.9K
|
2
|
0.05%
|
Reduced
|
|
|
1994
|
|
$376K
|
$0
|
1
|
0.79%
|
Maintained
|
|
|
1995
|
Harfst & Associates
Sheridan,
Wyoming
|
$376K
|
+$109K
|
3
|
0.16%
|
Increased
|
|
|
1996
|
Fayez Sarofim & Co
Houston,
Texas
|
$373K
|
-$11.9K
|
2
|
0%
|
Reduced
|
|
|
1997
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$372K
|
+$149K
|
1
|
0.04%
|
Increased
|
|
|
1998
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$372K
|
+$25.6K
|
1
|
0.17%
|
Increased
|
|
|
1999
|
Creative Financial Designs
Kokomo,
Indiana
|
$368K
|
-$64.5K
|
10
|
0.26%
|
Reduced
|
|
|
2000
|
|
$368K
|
$0
|
1
|
0.12%
|
Maintained
|
|