|
1976
|
Salem Capital Management
Woburn,
Massachusetts
|
$244K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1977
|
Enterprise Trust & Investment
Los Gatos,
California
|
$243K
|
+$251K
|
2
|
0.15%
|
New
|
|
|
1978
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$242K
|
-$6.75K
|
5
|
0.31%
|
Reduced
|
|
|
1979
|
OneAscent Financial Services
Birmingham,
Alabama
|
$242K
|
+$237K
|
1
|
0.17%
|
New
|
|
|
1980
|
DeDora Capital
Napa,
California
|
$241K
|
+$1.71K
|
1
|
0.17%
|
Increased
|
|
|
1981
|
|
$241K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1982
|
Brookstone Capital Management
Wheaton,
Illinois
|
$240K
|
+$14.6K
|
1
|
0.01%
|
Increased
|
|
|
1983
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$240K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1984
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$239K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1985
|
Hudock Inc
Williamsport,
Pennsylvania
|
$239K
|
+$12.8K
|
4
|
0.09%
|
Increased
|
|
|
1986
|
Atlas Brown
Louisville,
Kentucky
|
$238K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1987
|
|
$238K
|
+$233K
|
1
|
0.02%
|
New
|
|
|
1988
|
Teza Capital Management
Chicago,
Illinois
|
$238K
|
-$700K
|
1
|
0.14%
|
Reduced
|
|
|
1989
|
Wealthquest
Cincinnati,
Ohio
|
$237K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1990
|
LVZ Inc
Holland,
Michigan
|
$236K
|
+$124
|
1
|
0.05%
|
Increased
|
|
|
1991
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$236K
|
-$190K
|
1
|
0.18%
|
Reduced
|
|
|
1992
|
Bray Capital Advisors
Naples,
Florida
|
$235K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1993
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$235K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1994
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$234K
|
-$208K
|
1
|
0.03%
|
Reduced
|
|
|
1995
|
Joel Isaacson & Co
New York
|
$233K
|
-$625K
|
1
|
0.03%
|
Reduced
|
|
|
1996
|
Oak Asset Management
Westlake Village,
California
|
$232K
|
+$216K
|
1
|
0.14%
|
New
|
|
|
1997
|
Beacon Pointe Advisors
Newport Beach,
California
|
$231K
|
+$14.4K
|
1
|
0.08%
|
Increased
|
|
|
1998
|
Schulhoff & Co
Cincinnati,
Ohio
|
$231K
|
-$31.1K
|
1
|
0.12%
|
Reduced
|
|
|
1999
|
Baystate Wealth Management
Boston,
Massachusetts
|
$230K
|
-$256
|
4
|
0.03%
|
Reduced
|
|
|
2000
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$230K
|
-$250K
|
1
|
0.21%
|
Reduced
|
|