|
1976
|
LifePlan Financial Group
Dayton,
Ohio
|
$37K
|
+$35.7K
|
2
|
0.02%
|
New
|
|
|
1977
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$37K
|
+$3.43K
|
3
|
0.02%
|
Increased
|
|
|
1978
|
TLP Group
Evanston,
Illinois
|
$36K
|
+$32.4K
|
1
|
0.02%
|
Increased
|
|
|
1979
|
Central Bank & Trust
Lexington,
Kentucky
|
$33K
|
-$8.35K
|
2
|
0.01%
|
Reduced
|
|
|
1980
|
Monroe Bank & Trust
Monroe,
Michigan
|
$33K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1981
|
New Capital Management
Houston,
Texas
|
$33K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1982
|
Financial Advisory Group
Houston,
Texas
|
$32K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1983
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$32K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1984
|
Whitnell & Co
Oak Brook,
Illinois
|
$31K
|
+$7.97K
|
4
|
0.01%
|
Increased
|
|
|
1985
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$30K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1986
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$30K
|
+$13.3K
|
2
|
0.01%
|
Increased
|
|
|
1987
|
Crewe Advisors
Salt Lake City,
Utah
|
$29K
|
-$679
|
1
|
0.03%
|
Reduced
|
|
|
1988
|
Hefty Wealth Partners
Auburn,
Indiana
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1989
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$27K
|
+$170
|
1
|
0.01%
|
Increased
|
|
|
1990
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1991
|
Armbruster Capital Management
Pittsford,
New York
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1992
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1993
|
Wealthcare Capital Management
Richmond,
Virginia
|
$24K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1994
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1995
|
Price Wealth
Austin,
Texas
|
$22K
|
-$20.5K
|
3
|
0.01%
|
Reduced
|
|
|
1996
|
Oak Point Wealth Management
Portage,
Michigan
|
$20K
|
+$20.1K
|
1
|
0.02%
|
New
|
|
|
1997
|
Oakview Capital Management
Dallas,
Texas
|
$20K
|
+$18.9K
|
1
|
0.01%
|
New
|
|
|
1998
|
TD Capital Management
Memphis,
Tennessee
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1999
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$18K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
Payden & Rygel
Los Angeles,
California
|
$18K
|
$0
|
1
|
0%
|
Maintained
|
|