|
1976
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$211K
|
+$211K
|
1
|
0.11%
|
New
|
|
|
1977
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$210K
|
+$200K
|
1
|
0.69%
|
New
|
|
|
1978
|
Stewart & Patten Company
Lafayette,
California
|
$210K
|
-$7.14K
|
1
|
0.04%
|
Reduced
|
|
|
1979
|
Tradewinds Capital Management
Bellingham,
Washington
|
$210K
|
-$1.18K
|
4
|
0.08%
|
Reduced
|
|
|
1980
|
Accredited Investors
Edina,
Minnesota
|
$209K
|
+$22K
|
1
|
0.04%
|
Increased
|
|
|
1981
|
Baystate Wealth Management
Boston,
Massachusetts
|
$209K
|
-$5.54K
|
4
|
0.03%
|
Reduced
|
|
|
1982
|
Wealthspire Advisors (New York)
New York
|
$208K
|
+$207K
|
1
|
0.02%
|
New
|
|
|
1983
|
Alterna Wealth Management
Houston,
Texas
|
$207K
|
+$51.3K
|
1
|
0.24%
|
Increased
|
|
|
1984
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$207K
|
-$272K
|
1
|
0.04%
|
Reduced
|
|
|
1985
|
First Personal Financial Services
Charlotte,
North Carolina
|
$206K
|
-$62.4K
|
5
|
0.06%
|
Reduced
|
|
|
1986
|
Lenox Wealth Advisors
New York
|
$206K
|
+$170K
|
5
|
0.03%
|
Increased
|
|
|
1987
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$205K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1988
|
LVW Advisors
Pittsford,
New York
|
$205K
|
-$213K
|
1
|
0.05%
|
Reduced
|
|
|
1989
|
Bay Colony Advisors
Concord,
Massachusetts
|
$204K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1990
|
Affinity Wealth Management
Wilmington,
Delaware
|
$203K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1991
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$203K
|
-$14.8K
|
1
|
0.02%
|
Reduced
|
|
|
1992
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$203K
|
+$203K
|
1
|
0.09%
|
New
|
|
|
1993
|
Webster Bank
Waterbury,
Connecticut
|
$203K
|
-$14.2K
|
3
|
0.03%
|
Reduced
|
|
|
1994
|
WESPAC Advisors SoCal
Pasadena,
California
|
$203K
|
-$661K
|
1
|
0.1%
|
Reduced
|
|
|
1995
|
Hudock Inc
Williamsport,
Pennsylvania
|
$202K
|
-$22.3K
|
4
|
0.07%
|
Reduced
|
|
|
1996
|
South Street Advisors
New York
|
$202K
|
-$8.22M
|
1
|
0.06%
|
Reduced
|
|
|
1997
|
Cribstone Capital Management
Augusta,
Maine
|
$201K
|
+$5.24K
|
4
|
0.12%
|
Increased
|
|
|
1998
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$201K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1999
|
Spearhead Capital Advisors
Wellington,
Florida
|
$201K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2000
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$200K
|
$0
|
1
|
0.02%
|
Maintained
|
|