|
1976
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$46K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1977
|
Center for Financial Planning
Southfied,
Michigan
|
$46K
|
+$8.42K
|
5
|
0.01%
|
Increased
|
|
|
1978
|
|
$45K
|
-$384K
|
3
|
0.02%
|
Reduced
|
|
|
1979
|
Perkins Coie Trust Company
Seattle,
Washington
|
$45K
|
-$6.3K
|
1
|
0.02%
|
Reduced
|
|
|
1980
|
Accel Wealth Management
Waverly,
Iowa
|
$44K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1981
|
AJ Wealth Strategies
New York
|
$44K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1982
|
Antonetti Capital Management
Naples,
Florida
|
$44K
|
-$90.6K
|
2
|
0.05%
|
Reduced
|
|
|
1983
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$44K
|
+$4.99K
|
2
|
0%
|
Increased
|
|
|
1984
|
Westside Investment Management
Santa Monica,
California
|
$43.8K
|
-$1.28K
|
5
|
0.1%
|
Reduced
|
|
|
1985
|
Alta Advisers
London,
United Kingdom
|
$43K
|
+$59.6K
|
1
|
0.03%
|
New
|
|
|
1986
|
Tortoise Investment Management
White Plains,
New York
|
$43K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1987
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$42K
|
+$35.3K
|
1
|
0.02%
|
Increased
|
|
|
1988
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$42K
|
-$18.2K
|
5
|
0%
|
Reduced
|
|
|
1989
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$42K
|
-$43.7K
|
1
|
0.01%
|
Reduced
|
|
|
1990
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$41K
|
+$9.93K
|
3
|
0.01%
|
Increased
|
|
|
1991
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$41K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1992
|
Anfield Capital Management
Irvine,
California
|
$40K
|
+$2.17K
|
2
|
0.02%
|
Increased
|
|
|
1993
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$40K
|
+$14.4K
|
1
|
0.03%
|
Increased
|
|
|
1994
|
Evermay Wealth Management
Arlington,
Virginia
|
$40K
|
+$2.17K
|
3
|
0.01%
|
Increased
|
|
|
1995
|
Levin Capital Strategies
New York
|
$40K
|
+$57K
|
1
|
0.01%
|
New
|
|
|
1996
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$40K
|
-$9.19K
|
1
|
0.05%
|
Reduced
|
|
|
1997
|
Creative Financial Designs
Kokomo,
Indiana
|
$39K
|
+$13.1K
|
3
|
0.01%
|
Increased
|
|
|
1998
|
Stephens Consulting
Flint,
Michigan
|
$38K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1999
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$38K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2000
|
Leelyn Smith
Geneva,
Illinois
|
$38K
|
-$112K
|
3
|
0.01%
|
Reduced
|
|