|
1976
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$212K
|
+$213K
|
4
|
0.11%
|
New
|
|
|
1977
|
SP Asset Management
Cupertino,
California
|
$212K
|
+$5K
|
1
|
0.03%
|
Increased
|
|
|
1978
|
Jackson Square Partners
Larkspur,
California
|
$212K
|
+$217K
|
1
|
0.01%
|
New
|
|
|
1979
|
SageView Advisory Group
Newport Beach,
California
|
$211K
|
+$212K
|
1
|
0.02%
|
New
|
|
|
1980
|
Waddell & Associates
Memphis,
Tennessee
|
$211K
|
+$217K
|
1
|
0.04%
|
New
|
|
|
1981
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$210K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1982
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$209K
|
+$215K
|
1
|
0.27%
|
New
|
|
|
1983
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$209K
|
+$7.94K
|
9
|
0.05%
|
Increased
|
|
|
1984
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$209K
|
+$226K
|
1
|
0.03%
|
New
|
|
|
1985
|
SYM Financial Corp
Winona Lake,
Indiana
|
$209K
|
+$190K
|
1
|
0.05%
|
New
|
|
|
1986
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$209K
|
+$194K
|
1
|
0.03%
|
New
|
|
|
1987
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$209K
|
+$40.6K
|
1
|
0.3%
|
Increased
|
|
|
1988
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$208K
|
+$189K
|
1
|
0.15%
|
New
|
|
|
1989
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$208K
|
+$213K
|
1
|
0.26%
|
New
|
|
|
1990
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$208K
|
+$213K
|
1
|
0.18%
|
New
|
|
|
1991
|
Global Financial Private Client
Sarasota,
Florida
|
$207K
|
+$50.8K
|
4
|
0.12%
|
Increased
|
|
|
1992
|
Diversified
Wilmington,
Delaware
|
$207K
|
+$2.44K
|
1
|
0.08%
|
Increased
|
|
|
1993
|
Empowered Funds
Havertown,
Pennsylvania
|
$206K
|
+$812
|
1
|
0.01%
|
Increased
|
|
|
1994
|
|
$206K
|
+$21.6K
|
3
|
0.02%
|
Increased
|
|
|
1995
|
CreativeOne Wealth
Overland Park,
Kansas
|
$206K
|
-$25.4K
|
1
|
0.01%
|
Reduced
|
|
|
1996
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$205K
|
+$221K
|
1
|
0.13%
|
New
|
|
|
1997
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$205K
|
+$210K
|
1
|
0.04%
|
New
|
|
|
1998
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$205K
|
+$210K
|
1
|
0.02%
|
New
|
|
|
1999
|
Fidelis Capital Partners
Tampa,
Florida
|
$205K
|
+$223K
|
1
|
0.24%
|
New
|
|
|
2000
|
Clean Yield Group
Norwich,
Vermont
|
$204K
|
-$6.78K
|
4
|
0.09%
|
Reduced
|
|