|
1976
|
Stablepoint Partners
Braintree,
Massachusetts
|
$2.46M
|
-$104K
|
2
|
0.34%
|
Reduced
|
|
|
1977
|
Thomasville National Bank
Thomasville,
Georgia
|
$2.46M
|
+$2.33M
|
1
|
0.14%
|
New
|
|
|
1978
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$2.46M
|
+$1.3M
|
1
|
0.59%
|
Increased
|
|
|
1979
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$2.44M
|
+$339K
|
2
|
0.15%
|
Increased
|
|
|
1980
|
Keel Point
Huntsville,
Alabama
|
$2.44M
|
+$215K
|
2
|
0.14%
|
Increased
|
|
|
1981
|
Lantern Wealth Advisors
Melville,
New York
|
$2.43M
|
+$75.4K
|
2
|
1.11%
|
Increased
|
|
|
1982
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$2.43M
|
+$2.11M
|
1
|
0.72%
|
New
|
|
|
1983
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.43M
|
+$34.7K
|
1
|
0.2%
|
Increased
|
|
|
1984
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$2.43M
|
+$1.5M
|
2
|
0.23%
|
Increased
|
|
|
1985
|
Forum Financial Management
Lombard,
Illinois
|
$2.43M
|
+$87K
|
2
|
0.03%
|
Increased
|
|
|
1986
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.43M
|
-$439K
|
2
|
0.06%
|
Reduced
|
|
|
1987
|
Guidance Capital
Lousville,
Kentucky
|
$2.42M
|
+$83.7K
|
1
|
0.52%
|
Increased
|
|
|
1988
|
Maia Wealth
Denver,
Colorado
|
$2.42M
|
+$414K
|
1
|
0.36%
|
Increased
|
|
|
1989
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.41M
|
+$4.7K
|
2
|
0.24%
|
Increased
|
|
|
1990
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.41M
|
+$85.4K
|
2
|
0.15%
|
Increased
|
|
|
1991
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$2.41M
|
-$52.4K
|
2
|
0.37%
|
Reduced
|
|
|
1992
|
JB Capital
Wethersfield,
Connecticut
|
$2.41M
|
-$1.03M
|
2
|
0.08%
|
Reduced
|
|
|
1993
|
Pure Financial Advisors
San Diego,
California
|
$2.4M
|
+$192K
|
2
|
0.03%
|
Increased
|
|
|
1994
|
Perennial Investment Advisors
Los Angeles,
California
|
$2.4M
|
-$129K
|
2
|
0.16%
|
Reduced
|
|
|
1995
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.4M
|
+$11.3K
|
2
|
0.43%
|
Increased
|
|
|
1996
|
Arrow Financial
Glens Falls,
New York
|
$2.39M
|
+$281K
|
2
|
0.21%
|
Increased
|
|
|
1997
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$2.39M
|
+$183K
|
2
|
0.13%
|
Increased
|
|
|
1998
|
|
$2.39M
|
+$296K
|
4
|
0.71%
|
Increased
|
|
|
1999
|
Advisory Alpha
Holland,
Michigan
|
$2.39M
|
+$73.7K
|
2
|
0.06%
|
Increased
|
|
|
2000
|
Tred Avon Family Wealth
Easton,
Maryland
|
$2.39M
|
-$28.9K
|
2
|
0.73%
|
Reduced
|
|