|
1976
|
Enterprise Trust & Investment
Los Gatos,
California
|
$190K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
1977
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$190K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1978
|
|
$188K
|
+$156K
|
1
|
0.01%
|
New
|
|
|
1979
|
Perennial Advisors
New York
|
$188K
|
-$21.3K
|
2
|
0.06%
|
Reduced
|
|
|
1980
|
First Command Bank
Fort Worth,
Texas
|
$187K
|
-$34.5K
|
2
|
0.04%
|
Reduced
|
|
|
1981
|
First Command Financial Services
Fort Worth,
Texas
|
$187K
|
-$34.5K
|
2
|
0.04%
|
Reduced
|
|
|
1982
|
Hudock Inc
Williamsport,
Pennsylvania
|
$187K
|
+$11.4K
|
4
|
0.06%
|
Increased
|
|
|
1983
|
6 Meridian
Wichita,
Kansas
|
$184K
|
-$13.7K
|
1
|
0.02%
|
Reduced
|
|
|
1984
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$180K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1985
|
Colony Group
Boston,
Massachusetts
|
$180K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$179K
|
-$152K
|
1
|
0.03%
|
Reduced
|
|
|
1987
|
SRH Advisors
Salina,
Kansas
|
$177K
|
$0
|
3
|
0.25%
|
Maintained
|
|
|
1988
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$177K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1989
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$174K
|
+$21K
|
1
|
0.01%
|
Increased
|
|
|
1990
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$173K
|
-$21.6K
|
6
|
0.16%
|
Reduced
|
|
|
1991
|
Private Ocean
San Rafael,
California
|
$172K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1992
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$172K
|
-$4.64K
|
5
|
0.09%
|
Reduced
|
|
|
1993
|
Pacifica Partners
Surrey,
Canada
|
$168K
|
-$13.3K
|
1
|
0.14%
|
Reduced
|
|
|
1994
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$168K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1995
|
Edge Wealth Management
New York
|
$166K
|
+$97.7K
|
3
|
0.04%
|
Increased
|
|
|
1996
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$164K
|
+$3.06K
|
1
|
0.05%
|
Increased
|
|
|
1997
|
IronBridge Private Wealth
Austin,
Texas
|
$163K
|
+$55.6K
|
3
|
0.1%
|
Increased
|
|
|
1998
|
LGL Partners
Philadelphia,
Pennsylvania
|
$156K
|
-$128K
|
1
|
0.09%
|
Reduced
|
|
|
1999
|
FORA Capital
Miami,
Florida
|
$155K
|
+$101K
|
3
|
0.05%
|
Increased
|
|
|
2000
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$154K
|
-$7
|
1
|
0.11%
|
Reduced
|
|