|
1976
|
Williams & Novak
Westlake Village,
California
|
$104K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1977
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$104K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
Evolution Wealth Management
Fort Myers,
Florida
|
$104K
|
+$95.7K
|
2
|
0.13%
|
New
|
|
|
1979
|
Rational Advisors
Huntington,
New York
|
$104K
|
+$82.5K
|
1
|
0.01%
|
New
|
|
|
1980
|
Sanders Morris Harris
Houston,
Texas
|
$102K
|
-$1.41M
|
1
|
0.02%
|
Reduced
|
|
|
1981
|
Weaver Consulting Group
Huntington Beach,
California
|
$101K
|
-$2.6K
|
2
|
0.03%
|
Reduced
|
|
|
1982
|
Caldwell Sutter Capital
Sausalito,
California
|
$101K
|
$0
|
4
|
0.05%
|
Maintained
|
|
|
1983
|
Hoese & Co
Glencoe,
Minnesota
|
$99.8K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1984
|
Crews Bank & Trust
Wauchula,
Florida
|
$99.3K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1985
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$99.3K
|
+$43.2K
|
4
|
0.03%
|
Increased
|
|
|
1986
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$99K
|
-$8.04M
|
4
|
0%
|
Reduced
|
|
|
1987
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$97K
|
-$20K
|
1
|
0.05%
|
Reduced
|
|
|
1988
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$96.7K
|
+$89.6K
|
6
|
0.02%
|
Increased
|
|
|
1989
|
Velan Capital Investment Management
Alpharetta,
Georgia
|
$96.3K
|
-$1.15M
|
2
|
0.1%
|
Reduced
|
|
|
1990
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$95.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
Manchester Capital Management
Manchester,
Vermont
|
$95.2K
|
-$18.6K
|
6
|
0.01%
|
Reduced
|
|
|
1992
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$95K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1993
|
Highline Wealth Partners
Sherman Oaks,
California
|
$94.9K
|
+$23.4K
|
3
|
0.03%
|
Increased
|
|
|
1994
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$94.2K
|
+$88.1K
|
14
|
0.03%
|
New
|
|
|
1995
|
Canada Post Corporation Pension Plan
Toronto,
Canada
|
$94.1K
|
+$82.7K
|
1
|
0.01%
|
New
|
|
|
1996
|
American Financial Group
Cincinnati,
Ohio
|
$93.9K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1997
|
Crewe Advisors
Salt Lake City,
Utah
|
$93.8K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1998
|
Golden State Wealth Management
Santa Ana,
California
|
$93.7K
|
-$1.64K
|
3
|
0.01%
|
Reduced
|
|
|
1999
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$93.2K
|
+$58.2K
|
1
|
0.01%
|
New
|
|
|
2000
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$93K
|
$0
|
1
|
0.04%
|
Maintained
|
|