|
1976
|
Creative Financial Designs
Kokomo,
Indiana
|
$176K
|
+$3.56K
|
5
|
0.03%
|
Increased
|
|
|
1977
|
Truehand Inc
Strafford,
New Hampshire
|
$171K
|
$0
|
2
|
0.1%
|
Maintained
|
|
|
1978
|
Fiduciary Planning
Englewood,
Florida
|
$170K
|
+$1.98K
|
2
|
0.26%
|
Increased
|
|
|
1979
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$170K
|
-$1.91K
|
5
|
0.03%
|
Reduced
|
|
|
1980
|
Acropolis Investment Management
St. Louis,
Missouri
|
$169K
|
+$798
|
1
|
0.02%
|
Increased
|
|
|
1981
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$167K
|
-$42.9K
|
4
|
0.08%
|
Reduced
|
|
|
1982
|
|
$166K
|
+$25.5K
|
1
|
0.02%
|
Increased
|
|
|
1983
|
SG3 Management
Dorado,
Puerto Rico
|
$160K
|
+$160K
|
1
|
0%
|
New
|
|
|
1984
|
Rational Advisors
Huntington,
New York
|
$159K
|
+$64.3K
|
1
|
0.03%
|
Increased
|
|
|
1985
|
Old North State Trust
Greensboro,
North Carolina
|
$156K
|
+$10K
|
3
|
0.12%
|
Increased
|
|
|
1986
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$155K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1987
|
Investors Research Corp
Atlanta,
Georgia
|
$152K
|
-$25K
|
5
|
0.06%
|
Reduced
|
|
|
1988
|
Levin Capital Strategies
New York
|
$151K
|
-$135K
|
1
|
0.02%
|
Reduced
|
|
|
1989
|
First Financial Corp
Terre Haute,
Indiana
|
$149K
|
$0
|
4
|
0.1%
|
Maintained
|
|
|
1990
|
S.A. Mason
Holland,
Michigan
|
$148K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1991
|
Accel Wealth Management
Waverly,
Iowa
|
$145K
|
-$11.8K
|
4
|
0.12%
|
Reduced
|
|
|
1992
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$144K
|
-$9.37K
|
3
|
0.04%
|
Reduced
|
|
|
1993
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$140K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
1994
|
Burleson & Co
Petaluma,
California
|
$139K
|
+$140K
|
4
|
0.02%
|
New
|
|
|
1995
|
Tacita Capital
Toronto,
Ontario, Canada
|
$138K
|
-$20K
|
3
|
0.09%
|
Reduced
|
|
|
1996
|
Warberg Asset Management
Winnetka,
Illinois
|
$131K
|
+$135K
|
1
|
0.04%
|
New
|
|
|
1997
|
AllSquare Wealth Management
Albany,
New York
|
$129K
|
$0
|
4
|
0.08%
|
Maintained
|
|
|
1998
|
|
$128K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1999
|
Delta Asset Management
Memphis,
Tennessee
|
$128K
|
-$1K
|
4
|
0.01%
|
Reduced
|
|
|
2000
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$128K
|
+$149K
|
1
|
0.05%
|
New
|
|