|
1976
|
Red Door Wealth Management
Memphis,
Tennessee
|
$283K
|
+$49.3K
|
1
|
0.03%
|
Increased
|
|
|
1977
|
Fulcrum Equity Management
Plano,
Texas
|
$283K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1978
|
Matthew Hamilton Rosenberg
|
$283K
|
+$69.1K
|
1
|
0.05%
|
Increased
|
|
|
1979
|
Moody National Bank Trust Division
Galveston,
Texas
|
$282K
|
-$615K
|
1
|
0.02%
|
Reduced
|
|
|
1980
|
American National Bank & Trust
Wichita Falls,
Texas
|
$280K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1981
|
Concord Wealth Partners
Abingdon,
Virginia
|
$278K
|
+$254K
|
3
|
0.03%
|
New
|
|
|
1982
|
Keynote Financial Services
Vernon,
Connecticut
|
$277K
|
+$251K
|
2
|
0.13%
|
Increased
|
|
|
1983
|
Danske Bank
Copenhagen K,
Denmark
|
$277K
|
+$192K
|
9
|
0%
|
Increased
|
|
|
1984
|
Sassicaia Capital Advisers
Jericho,
New York
|
$276K
|
+$157K
|
1
|
0.12%
|
New
|
|
|
1985
|
Atlas Legacy Advisors
Los Angeles,
California
|
$276K
|
+$268K
|
1
|
0.04%
|
New
|
|
|
1986
|
Plimoth Trust
Plymouth,
Massachusetts
|
$276K
|
-$6K
|
1
|
0.06%
|
Reduced
|
|
|
1987
|
Marietta Wealth Management
Marietta,
Georgia
|
$275K
|
-$4.95K
|
1
|
0.03%
|
Reduced
|
|
|
1988
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$273K
|
+$45K
|
1
|
0.02%
|
Increased
|
|
|
1989
|
American Trust
Lexington,
Kentucky
|
$273K
|
+$63.4K
|
1
|
0.02%
|
Increased
|
|
|
1990
|
Journey Advisory Group
Covington,
Kentucky
|
$272K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1991
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$272K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1992
|
Stiles Financial Services
Edina,
Minnesota
|
$271K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1993
|
Montecito Bank & Trust
Santa Barbara,
California
|
$271K
|
+$259K
|
1
|
0.04%
|
New
|
|
|
1994
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$270K
|
-$120K
|
1
|
0.04%
|
Reduced
|
|
|
1995
|
Bank of Hawaii
Honolulu,
Hawaii
|
$270K
|
+$258K
|
1
|
0.01%
|
New
|
|
|
1996
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$269K
|
+$212K
|
1
|
0%
|
New
|
|
|
1997
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$269K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1998
|
Bravera Wealth
Bismarck,
North Dakota
|
$268K
|
-$3.97K
|
1
|
0.1%
|
Reduced
|
|
|
1999
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$268K
|
+$256K
|
1
|
0.09%
|
New
|
|
|
2000
|
|
$267K
|
+$183K
|
6
|
0.02%
|
Increased
|
|