|
1976
|
Cordasco Financial Network
Naples,
Florida
|
$69K
|
-$1K
|
2
|
0.08%
|
Reduced
|
|
|
1977
|
Advisors Preferred
Rockville,
Maryland
|
$63K
|
+$61K
|
1
|
0.03%
|
New
|
|
|
1978
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$62K
|
+$60.6K
|
3
|
0.03%
|
New
|
|
|
1979
|
Norway Savings Bank
Portland,
Maine
|
$62K
|
+$7.44K
|
2
|
0.06%
|
Increased
|
|
|
1980
|
Financial Management Professionals
Austin,
Texas
|
$61K
|
-$10K
|
1
|
0.03%
|
Reduced
|
|
|
1981
|
Portfolio Solutions
Royal Oak,
Michigan
|
$58K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1982
|
VanEck Associates
New York
|
$58K
|
-$1.47M
|
1
|
0%
|
Reduced
|
|
|
1983
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$57K
|
+$19.6K
|
2
|
0.03%
|
Increased
|
|
|
1984
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$55K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1985
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$53K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1986
|
Lenox Wealth Advisors
New York
|
$51K
|
+$49.1K
|
2
|
0.02%
|
New
|
|
|
1987
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$50K
|
-$101K
|
2
|
0.02%
|
Reduced
|
|
|
1988
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$50K
|
+$48.5K
|
1
|
0.02%
|
New
|
|
|
1989
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$50K
|
+$944
|
1
|
0.03%
|
Increased
|
|
|
1990
|
Ruggie Capital Group
Tavares,
Florida
|
$48K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1991
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$46K
|
+$6.72K
|
2
|
0.02%
|
Increased
|
|
|
1992
|
Asset Dedication LLC
San Francisco,
California
|
$45K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1993
|
Herndon Capital Management
Atlanta,
Georgia
|
$43K
|
+$5.99K
|
2
|
0.01%
|
Increased
|
|
|
1994
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$43K
|
-$9.68K
|
1
|
0.02%
|
Reduced
|
|
|
1995
|
C-J Advisory
San Jose,
California
|
$42K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1996
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$39K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1997
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$37K
|
+$823
|
2
|
0.04%
|
Increased
|
|
|
1998
|
Creative Financial Designs
Kokomo,
Indiana
|
$36K
|
-$25.8K
|
5
|
0.02%
|
Reduced
|
|
|
1999
|
AllSquare Wealth Management
Albany,
New York
|
$34K
|
-$136K
|
2
|
0.03%
|
Reduced
|
|
|
2000
|
Benson Investment Management Company
Roanoke,
Virginia
|
$33K
|
$0
|
1
|
0.03%
|
Maintained
|
|