|
1976
|
Performa Ltd (US)
Charleston,
South Carolina
|
$31K
|
+$37.3K
|
1
|
0.03%
|
New
|
|
|
1977
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$31K
|
-$21.8K
|
1
|
0.01%
|
Reduced
|
|
|
1978
|
Harding Loevner
Bridgewater,
New Jersey
|
$30K
|
+$3K
|
1
|
0%
|
Increased
|
|
|
1979
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$30K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1980
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$29K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1981
|
Bray Capital Advisors
Naples,
Florida
|
$29K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1982
|
Wealth Quarterback
Toms River,
New Jersey
|
$28.6K
|
-$148K
|
4
|
0.03%
|
Reduced
|
|
|
1983
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$28K
|
-$3.58K
|
2
|
0.02%
|
Reduced
|
|
|
1984
|
MCF Advisors
Covington,
Kentucky
|
$26K
|
+$30.5K
|
1
|
0%
|
New
|
|
|
1985
|
Moser Wealth Advisors
Bellevue,
Washington
|
$26K
|
-$31.1K
|
1
|
0.03%
|
Reduced
|
|
|
1986
|
Barnett & Company
Chattanooga,
Tennessee
|
$25K
|
-$13.7K
|
2
|
0.02%
|
Reduced
|
|
|
1987
|
Baystate Wealth Management
Boston,
Massachusetts
|
$25K
|
+$9.31K
|
3
|
0%
|
Increased
|
|
|
1988
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$25K
|
-$45.8K
|
4
|
0.01%
|
Reduced
|
|
|
1989
|
Dorsey Wright & Associates
Pasadena,
California
|
$24K
|
-$18K
|
2
|
0.01%
|
Reduced
|
|
|
1990
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$24K
|
+$23.5K
|
1
|
0.33%
|
New
|
|
|
1991
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1992
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$23K
|
+$10.6K
|
2
|
0.01%
|
Increased
|
|
|
1993
|
NKCFO LLC
Geneva,
Illinois
|
$23K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1994
|
Elmwood Wealth Management
Berkeley,
California
|
$22.9K
|
+$52.5K
|
2
|
0.02%
|
New
|
|
|
1995
|
Raffa Wealth Management
Washington,
District of Columbia
|
$22.1K
|
+$2.79K
|
7
|
0.01%
|
Increased
|
|
|
1996
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$22K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1997
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$22K
|
-$109K
|
2
|
0.03%
|
Reduced
|
|
|
1998
|
Monetary Management Group
St Louis,
Missouri
|
$21K
|
-$6.22K
|
1
|
0.01%
|
Reduced
|
|
|
1999
|
Tompkins Financial
Ithaca,
New York
|
$20K
|
+$6.22K
|
2
|
0%
|
Increased
|
|
|
2000
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$19K
|
+$6.84K
|
1
|
0.02%
|
Increased
|
|