|
1976
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$281K
|
-$1.36M
|
1
|
0.1%
|
Reduced
|
|
|
1977
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$279K
|
-$58.7K
|
1
|
0.12%
|
Reduced
|
|
|
1978
|
Roundview Capital
Princeton,
New Jersey
|
$276K
|
-$16.7K
|
1
|
0.05%
|
Reduced
|
|
|
1979
|
Sage Rhino Capital
Menlo Park,
California
|
$276K
|
+$2.38K
|
1
|
0.16%
|
Increased
|
|
|
1980
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$274K
|
-$12.6K
|
2
|
0.13%
|
Reduced
|
|
|
1981
|
GFG Capital
Miami,
Florida
|
$273K
|
+$247K
|
1
|
0.12%
|
New
|
|
|
1982
|
Madden Securities
Dallas,
Texas
|
$273K
|
+$261K
|
1
|
0.27%
|
New
|
|
|
1983
|
Summit Financial Group
Moorefield,
West Virginia
|
$273K
|
-$8.82K
|
1
|
0.13%
|
Reduced
|
|
|
1984
|
WMS Partners
Towson,
Maryland
|
$273K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1985
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$271K
|
-$98.8K
|
1
|
0.04%
|
Reduced
|
|
|
1986
|
TFG Advisers
Auburn Hills,
Michigan
|
$271K
|
+$249K
|
2
|
0.15%
|
New
|
|
|
1987
|
Choate Investment Advisors
Boston,
Massachusetts
|
$270K
|
-$33.6K
|
1
|
0.02%
|
Reduced
|
|
|
1988
|
Capital Innovations
Pewaukee,
Wisconsin
|
$269K
|
-$2.02M
|
1
|
1.91%
|
Reduced
|
|
|
1989
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$269K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1990
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$268K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1991
|
Grassi Investment Management
Santa Clara,
California
|
$267K
|
-$169K
|
1
|
0.04%
|
Reduced
|
|
|
1992
|
Lantz Financial
Naperville,
Illinois
|
$266K
|
-$27.6K
|
1
|
0.16%
|
Reduced
|
|
|
1993
|
The Family Firm
Bethesda,
Maryland
|
$266K
|
+$59
|
1
|
0.09%
|
Increased
|
|
|
1994
|
Venture Visionary Partners
Sylvania,
Ohio
|
$266K
|
+$256K
|
1
|
0.08%
|
New
|
|
|
1995
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$265K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1996
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$264K
|
-$5.59K
|
1
|
0.02%
|
Reduced
|
|
|
1997
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$264K
|
+$31.8K
|
1
|
0.18%
|
Increased
|
|
|
1998
|
Soltis Investment Advisors
St. George,
Utah
|
$264K
|
+$239K
|
1
|
0.05%
|
New
|
|
|
1999
|
Versant Capital Management
Phoenix,
Arizona
|
$264K
|
+$15.8K
|
10
|
0.13%
|
Increased
|
|
|
2000
|
CCM Investment Advisers
Columbia,
South Carolina
|
$263K
|
-$8.18M
|
1
|
0.04%
|
Reduced
|
|