|
1976
|
Asset Dedication LLC
San Francisco,
California
|
$138K
|
+$49.1K
|
7
|
0.02%
|
Increased
|
|
|
1977
|
Lee Financial
Dallas,
Texas
|
$138K
|
+$1.61K
|
4
|
0.03%
|
Increased
|
|
|
1978
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$134K
|
+$125K
|
2
|
0.06%
|
New
|
|
|
1979
|
Janiczek Wealth Management
Denver,
Colorado
|
$134K
|
+$5.5K
|
2
|
0.05%
|
Increased
|
|
|
1980
|
Bridgewater Advisors
New York
|
$133K
|
+$130K
|
1
|
0.04%
|
New
|
|
|
1981
|
|
$133K
|
+$41.2K
|
1
|
0.06%
|
Increased
|
|
|
1982
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$129K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1983
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$128K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1984
|
First National Bank of South Miami
South Miami,
Florida
|
$125K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1985
|
NuWave Investment Management
Parsippany,
New Jersey
|
$125K
|
-$351K
|
1
|
0.14%
|
Reduced
|
|
|
1986
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$124K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1987
|
Raffles Associates
New York
|
$124K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1988
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$123K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1989
|
Cacti Asset Management
Atlanta,
Georgia
|
$123K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1990
|
Security National Trust
Wheeling,
West Virginia
|
$123K
|
-$8.64K
|
1
|
0.03%
|
Reduced
|
|
|
1991
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$122K
|
-$13.6K
|
4
|
0.03%
|
Reduced
|
|
|
1992
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$122K
|
+$51.2K
|
4
|
0.09%
|
Increased
|
|
|
1993
|
Enlightenment Research
Miami,
Florida
|
$120K
|
-$541K
|
1
|
0.15%
|
Reduced
|
|
|
1994
|
Hudock Inc
Williamsport,
Pennsylvania
|
$120K
|
-$810
|
5
|
0.04%
|
Reduced
|
|
|
1995
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$120K
|
+$566
|
1
|
0.03%
|
Increased
|
|
|
1996
|
Matisse Capital
Portland,
Oregon
|
$118K
|
-$11.4K
|
2
|
0.04%
|
Reduced
|
|
|
1997
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$118K
|
+$29.7K
|
2
|
0.01%
|
Increased
|
|
|
1998
|
Glassman Wealth Services
Vienna,
Virginia
|
$117K
|
+$9.35K
|
9
|
0.02%
|
Increased
|
|
|
1999
|
Southport Capital Management
Chattanooga,
Tennessee
|
$117K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2000
|
Hoese & Co
Glencoe,
Minnesota
|
$116K
|
+$73.5K
|
1
|
0.13%
|
Increased
|
|