|
1976
|
Regal Investment Advisors
Kentwood,
Michigan
|
$224K
|
-$1K
|
1
|
0.02%
|
Reduced
|
|
|
1977
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$224K
|
+$1.58K
|
1
|
0.02%
|
Increased
|
|
|
1978
|
Aureus Asset Management
Boston,
Massachusetts
|
$223K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1979
|
Capital City Trust
Tallahassee,
Florida
|
$223K
|
+$212K
|
1
|
0.06%
|
New
|
|
|
1980
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$223K
|
-$129K
|
1
|
0.01%
|
Reduced
|
|
|
1981
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$223K
|
+$212K
|
1
|
0.09%
|
New
|
|
|
1982
|
Financial Council
Towson,
Maryland
|
$222K
|
+$212K
|
1
|
0.27%
|
New
|
|
|
1983
|
Trinity Legacy Partners
Houston,
Texas
|
$221K
|
-$126K
|
1
|
0.07%
|
Reduced
|
|
|
1984
|
Rise Advisors
Rochester,
New York
|
$221K
|
+$230K
|
2
|
0.21%
|
New
|
|
|
1985
|
|
$220K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1986
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$220K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1987
|
Personal Capital Advisors
Redwood City,
California
|
$220K
|
+$211K
|
1
|
0%
|
New
|
|
|
1988
|
Brandes Investment Partners
La Jolla,
California
|
$219K
|
-$13.3K
|
2
|
0%
|
Reduced
|
|
|
1989
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$219K
|
+$40.4K
|
1
|
0.29%
|
Increased
|
|
|
1990
|
Wharton Business Group
Malvern,
Pennsylvania
|
$219K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$219K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1992
|
Belvedere Trading
Chicago,
Illinois
|
$218K
|
-$68.6K
|
3
|
0.01%
|
Reduced
|
|
|
1993
|
|
$218K
|
+$264K
|
1
|
0.25%
|
New
|
|
|
1994
|
CFM Wealth Partners
Austin,
Texas
|
$216K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1995
|
Campion Asset Management
Falls Church,
Virginia
|
$215K
|
-$211K
|
1
|
0.18%
|
Reduced
|
|
|
1996
|
CreativeOne Wealth
Overland Park,
Kansas
|
$215K
|
-$191K
|
1
|
0.01%
|
Reduced
|
|
|
1997
|
SP Asset Management
Cupertino,
California
|
$215K
|
+$5.08K
|
1
|
0.02%
|
Increased
|
|
|
1998
|
Cable Hill Partners
Portland,
Oregon
|
$214K
|
+$20K
|
1
|
0.04%
|
Increased
|
|
|
1999
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$214K
|
-$97.8K
|
1
|
0.12%
|
Reduced
|
|
|
2000
|
Janiczek Wealth Management
Denver,
Colorado
|
$214K
|
-$22.6K
|
9
|
0.06%
|
Reduced
|
|