|
1976
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$128K
|
-$11K
|
3
|
0.11%
|
Reduced
|
|
|
1977
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$128K
|
-$540K
|
2
|
0.01%
|
Reduced
|
|
|
1978
|
Creative Financial Designs
Kokomo,
Indiana
|
$123K
|
+$7.13K
|
5
|
0.07%
|
Increased
|
|
|
1979
|
Poehling Capital Management
Madison,
Wisconsin
|
$123K
|
-$32.8K
|
2
|
0.11%
|
Reduced
|
|
|
1980
|
Norway Savings Bank
Portland,
Maine
|
$120K
|
-$15.1K
|
1
|
0.11%
|
Reduced
|
|
|
1981
|
Lenox Wealth Advisors
New York
|
$118K
|
-$87K
|
3
|
0.03%
|
Reduced
|
|
|
1982
|
Baystate Wealth Management
Boston,
Massachusetts
|
$117K
|
+$11.8K
|
4
|
0.02%
|
Increased
|
|
|
1983
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$114K
|
+$109K
|
3
|
0.03%
|
New
|
|
|
1984
|
Centerpoint Advisors
Needham,
Massachusetts
|
$110K
|
+$3.74K
|
3
|
0.09%
|
Increased
|
|
|
1985
|
Acropolis Investment Management
St. Louis,
Missouri
|
$107K
|
+$103K
|
1
|
0.02%
|
New
|
|
|
1986
|
IMA Advisory Services
Denver,
Colorado
|
$106K
|
+$101K
|
2
|
0.04%
|
New
|
|
|
1987
|
Financial Engines Advisors
Santa Clara,
California
|
$105K
|
-$6.65K
|
2
|
0%
|
Reduced
|
|
|
1988
|
Destination Wealth Management
Walnut Creek,
California
|
$101K
|
+$79.1K
|
4
|
0.01%
|
Increased
|
|
|
1989
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$100K
|
+$1.27K
|
1
|
0%
|
Increased
|
|
|
1990
|
Landaas & Company
Milwaukee,
Wisconsin
|
$98K
|
+$93.8K
|
3
|
0.08%
|
New
|
|
|
1991
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$96K
|
-$20K
|
1
|
0.06%
|
Reduced
|
|
|
1992
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$96K
|
-$50K
|
2
|
0.11%
|
Reduced
|
|
|
1993
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$94K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1994
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$93K
|
-$13K
|
1
|
0.08%
|
Reduced
|
|
|
1995
|
Cowen Prime Advisors
New York
|
$93K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1996
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$92K
|
-$69.9K
|
1
|
0.03%
|
Reduced
|
|
|
1997
|
New England Research & Management
Chicago,
Illinois
|
$92K
|
+$110K
|
1
|
0.06%
|
New
|
|
|
1998
|
WP Advisors
San Francisco,
California
|
$92K
|
+$90.5K
|
2
|
0.09%
|
New
|
|
|
1999
|
Kemnay Advisory Services
New York
|
$91K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2000
|
Nelson Capital Management
Menlo Park,
California
|
$91K
|
$0
|
1
|
0.02%
|
Maintained
|
|