|
1976
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$219K
|
-$148K
|
1
|
0.09%
|
Reduced
|
|
|
1977
|
Arrow Financial
Glens Falls,
New York
|
$218K
|
-$21.7K
|
1
|
0.03%
|
Reduced
|
|
|
1978
|
Bellevue Asset Management
Bellevue,
Washington
|
$218K
|
-$4.13K
|
4
|
0.13%
|
Reduced
|
|
|
1979
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$217K
|
+$1.78K
|
1
|
0.02%
|
Increased
|
|
|
1980
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$217K
|
+$200K
|
1
|
0.17%
|
New
|
|
|
1981
|
Vectors Research Management
New York
|
$217K
|
+$5.36K
|
2
|
0.06%
|
Increased
|
|
|
1982
|
West Paces Advisors
Atlanta,
Georgia
|
$215K
|
+$15.1K
|
8
|
0.08%
|
Increased
|
|
|
1983
|
Opal Wealth Advisors
Jericho,
New York
|
$215K
|
+$218K
|
1
|
0.2%
|
New
|
|
|
1984
|
Capital City Trust
Tallahassee,
Florida
|
$213K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1985
|
Creative Financial Designs
Kokomo,
Indiana
|
$213K
|
+$30.1K
|
6
|
0.04%
|
Increased
|
|
|
1986
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$213K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1987
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$212K
|
-$19K
|
1
|
0.02%
|
Reduced
|
|
|
1988
|
Claybrook Capital
Wellesley,
Massachusetts
|
$212K
|
+$220K
|
1
|
0.07%
|
New
|
|
|
1989
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$212K
|
+$195K
|
1
|
0.04%
|
New
|
|
|
1990
|
DRW Securities
Chicago,
Illinois
|
$212K
|
+$209K
|
1
|
0.01%
|
New
|
|
|
1991
|
Kelleher Financial Advisors
New York
|
$212K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1992
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$212K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1993
|
V Wealth Advisors
Overland Park,
Kansas
|
$212K
|
-$314K
|
1
|
0.03%
|
Reduced
|
|
|
1994
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$211K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1995
|
GHP Investment Advisors
Denver,
Colorado
|
$210K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1996
|
Delta Investment Management
San Francisco,
California
|
$209K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1997
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$209K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1998
|
Palladium Partners
Norfolk,
Virginia
|
$208K
|
-$14.4K
|
1
|
0.01%
|
Reduced
|
|
|
1999
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$208K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2000
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$207K
|
$0
|
3
|
0.09%
|
Maintained
|
|