|
1976
|
IFC Advisors
Los Angeles,
California
|
$2.05M
|
+$12.7K
|
1
|
0.26%
|
Increased
|
|
|
1977
|
Greenspring Advisors
Towson,
Maryland
|
$2.05M
|
+$183K
|
1
|
0.11%
|
Increased
|
|
|
1978
|
Martel Wealth Advisors
Vancouver,
Washington
|
$2.04M
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1979
|
Walser Wealth Management
Tampa,
Florida
|
$2.04M
|
-$24.3K
|
1
|
0.85%
|
Reduced
|
|
|
1980
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$2.04M
|
+$128K
|
1
|
0.61%
|
Increased
|
|
|
1981
|
Five Oceans Advisors
Santa Monica,
California
|
$2.03M
|
+$398
|
1
|
0.65%
|
Increased
|
|
|
1982
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$2.03M
|
-$3.77M
|
1
|
0.25%
|
Reduced
|
|
|
1983
|
Golden Reserve Retirement
Dublin,
Ohio
|
$2.03M
|
+$924K
|
1
|
0.32%
|
Increased
|
|
|
1984
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$2.03M
|
+$72K
|
1
|
0.07%
|
Increased
|
|
|
1985
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.03M
|
-$13.5K
|
1
|
0.35%
|
Reduced
|
|
|
1986
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$2.03M
|
+$143K
|
4
|
0.27%
|
Increased
|
|
|
1987
|
|
$2.02M
|
+$109K
|
1
|
0.24%
|
Increased
|
|
|
1988
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$2.02M
|
-$288K
|
2
|
1.59%
|
Reduced
|
|
|
1989
|
Verition Fund Management
Greenwich,
Connecticut
|
$2.02M
|
-$6.67M
|
2
|
0.01%
|
Reduced
|
|
|
1990
|
GAM Holding
Zurich,
Switzerland
|
$2.02M
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1991
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$2.01M
|
+$571K
|
1
|
0.16%
|
Increased
|
|
|
1992
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$2.01M
|
-$56.9K
|
1
|
0.55%
|
Reduced
|
|
|
1993
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$2.01M
|
$0
|
1
|
0.68%
|
Maintained
|
|
|
1994
|
Vision Financial Markets
Stamford,
Connecticut
|
$2M
|
$0
|
2
|
1.74%
|
Maintained
|
|
|
1995
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2M
|
-$9.54K
|
1
|
0.31%
|
Reduced
|
|
|
1996
|
Index Fund Advisors
Irvine,
California
|
$2M
|
+$1.19K
|
1
|
0.08%
|
Increased
|
|
|
1997
|
Wellington Shields Capital Management
New York
|
$2M
|
-$239K
|
1
|
0.25%
|
Reduced
|
|
|
1998
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$2M
|
-$359K
|
1
|
0.2%
|
Reduced
|
|
|
1999
|
Searcy Financial Services
Overland Park,
Kansas
|
$2M
|
-$398
|
1
|
0.67%
|
Reduced
|
|
|
2000
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.99M
|
-$3.18K
|
1
|
0.3%
|
Reduced
|
|