|
1976
|
Iron Gate Global Advisors
Nsl,
Utah
|
$196K
|
+$188K
|
4
|
0.13%
|
Increased
|
|
|
1977
|
Tradewinds Capital Management
Bellingham,
Washington
|
$193K
|
-$8.97K
|
3
|
0.07%
|
Reduced
|
|
|
1978
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$193K
|
+$21.4K
|
5
|
0.04%
|
Increased
|
|
|
1979
|
Whitnell & Co
Oak Brook,
Illinois
|
$193K
|
-$8.93K
|
2
|
0.08%
|
Reduced
|
|
|
1980
|
Lucia Wealth Services
San Diego,
California
|
$190K
|
-$2.31K
|
2
|
0.06%
|
Reduced
|
|
|
1981
|
Field & Main Bank
Henderson,
Kentucky
|
$189K
|
-$21.6K
|
1
|
0.17%
|
Reduced
|
|
|
1982
|
Cordasco Financial Network
Naples,
Florida
|
$188K
|
+$100K
|
4
|
0.18%
|
Increased
|
|
|
1983
|
Newport Wealth Strategies
Irvine,
California
|
$188K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1984
|
John W. Bristol & Co
New York
|
$186K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1985
|
Destination Wealth Management
Walnut Creek,
California
|
$181K
|
+$80.8K
|
2
|
0.01%
|
Increased
|
|
|
1986
|
Financial Management Professionals
Austin,
Texas
|
$180K
|
+$288
|
1
|
0.07%
|
Increased
|
|
|
1987
|
Smith Group Asset Management
Dallas,
Texas
|
$179K
|
+$10.8K
|
4
|
0.01%
|
Increased
|
|
|
1988
|
Allworth Financial
Folsom,
California
|
$177K
|
-$2.99K
|
4
|
0.01%
|
Reduced
|
|
|
1989
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$176K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1990
|
Balentine LLC
Atlanta,
Georgia
|
$175K
|
+$87.7K
|
3
|
0.01%
|
Increased
|
|
|
1991
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$172K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1992
|
Thompson Davis & Co
Richmond,
Virginia
|
$169K
|
+$16.3K
|
9
|
0.37%
|
Increased
|
|
|
1993
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$165K
|
+$3.29K
|
6
|
0.08%
|
Increased
|
|
|
1994
|
Creative Financial Designs
Kokomo,
Indiana
|
$159K
|
+$4.9K
|
5
|
0.09%
|
Increased
|
|
|
1995
|
Endurance Wealth Management
Providence,
Rhode Island
|
$159K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1996
|
Central Bank & Trust
Lexington,
Kentucky
|
$156K
|
+$100K
|
3
|
0.04%
|
Increased
|
|
|
1997
|
Woodstock Corp
Boston,
Massachusetts
|
$155K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1998
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$152K
|
$0
|
3
|
0.1%
|
Maintained
|
|
|
1999
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$150K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$149K
|
-$5.41K
|
2
|
0.12%
|
Reduced
|
|