|
1976
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$418K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1977
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$417K
|
+$102K
|
3
|
0.11%
|
Increased
|
|
|
1978
|
Acropolis Investment Management
St. Louis,
Missouri
|
$414K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1979
|
Old North State Trust
Greensboro,
North Carolina
|
$414K
|
+$79K
|
3
|
0.28%
|
Increased
|
|
|
1980
|
Everett Harris & Co
Los Angeles,
California
|
$412K
|
-$44.3K
|
1
|
0.01%
|
Reduced
|
|
|
1981
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$412K
|
+$340K
|
1
|
0.18%
|
New
|
|
|
1982
|
Altavista Wealth Management
Asheville,
North Carolina
|
$411K
|
-$78.9K
|
1
|
0.11%
|
Reduced
|
|
|
1983
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$411K
|
+$339K
|
1
|
0.16%
|
New
|
|
|
1984
|
Corrado Advisors
Ramsey,
New Jersey
|
$409K
|
+$338K
|
1
|
0.34%
|
New
|
|
|
1985
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$408K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1986
|
Jupiter Wealth Management
Glendale,
Colorado
|
$408K
|
-$46.4K
|
1
|
0.29%
|
Reduced
|
|
|
1987
|
Hexavest
Montreal,
Quebec, Canada
|
$406K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1988
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$405K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1989
|
Viridian RIA
Bothell,
Washington
|
$405K
|
+$1.77K
|
1
|
0.13%
|
Increased
|
|
|
1990
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$403K
|
-$6.38K
|
1
|
0.12%
|
Reduced
|
|
|
1991
|
Madrona Financial Services
Everett,
Washington
|
$401K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1992
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$401K
|
-$108K
|
1
|
0.2%
|
Reduced
|
|
|
1993
|
|
$400K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1994
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$400K
|
-$133K
|
1
|
0.23%
|
Reduced
|
|
|
1995
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$400K
|
+$165K
|
4
|
0.14%
|
Increased
|
|
|
1996
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$398K
|
+$350K
|
1
|
0.13%
|
New
|
|
|
1997
|
Physician Wealth Advisors
Midvale,
Utah
|
$397K
|
+$35.8K
|
1
|
0.16%
|
Increased
|
|
|
1998
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$396K
|
+$327K
|
1
|
0.35%
|
New
|
|
|
1999
|
Atwood & Palmer
Kansas City,
Missouri
|
$395K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2000
|
NuWave Investment Management
Parsippany,
New Jersey
|
$394K
|
+$287K
|
2
|
0.61%
|
Increased
|
|