|
1976
|
Painted Porch Advisors
Santa Barbara,
California
|
$237K
|
+$228K
|
1
|
0.18%
|
New
|
|
|
1977
|
West Oak Capital
Westlake Village,
California
|
$235K
|
-$17K
|
2
|
0.11%
|
Reduced
|
|
|
1978
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$235K
|
-$21.8K
|
10
|
0.05%
|
Reduced
|
|
|
1979
|
Register Financial Advisors
Atlanta,
Georgia
|
$234K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1980
|
Weybosset Research & Management
Province,
Rhode Island
|
$234K
|
+$8.68K
|
1
|
0.08%
|
Increased
|
|
|
1981
|
Donaldson Capital Management
Evansville,
Indiana
|
$234K
|
+$7.39K
|
1
|
0.01%
|
Increased
|
|
|
1982
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$234K
|
$0
|
3
|
0.21%
|
Maintained
|
|
|
1983
|
Horizon Wealth Management
La Grange,
Illinois
|
$234K
|
-$174
|
1
|
0.07%
|
Reduced
|
|
|
1984
|
Janiczek Wealth Management
Denver,
Colorado
|
$234K
|
+$4.5K
|
9
|
0.06%
|
Increased
|
|
|
1985
|
First United Bank & Trust
Oakland,
Maryland
|
$233K
|
+$237K
|
3
|
0.09%
|
New
|
|
|
1986
|
American National Bank & Trust
Wichita Falls,
Texas
|
$233K
|
-$100K
|
1
|
0.04%
|
Reduced
|
|
|
1987
|
Segment Wealth Management
Houston,
Texas
|
$233K
|
-$182K
|
1
|
0.02%
|
Reduced
|
|
|
1988
|
Principle Wealth Partners
Madison,
Connecticut
|
$232K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1989
|
Round Rock Advisors
Wilton,
Connecticut
|
$231K
|
+$212K
|
1
|
0.06%
|
New
|
|
|
1990
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$231K
|
-$2.79K
|
1
|
0.04%
|
Reduced
|
|
|
1991
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$231K
|
-$212K
|
1
|
0.04%
|
Reduced
|
|
|
1992
|
Wharton Business Group
Malvern,
Pennsylvania
|
$230K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1993
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$229K
|
+$3.9K
|
1
|
0.03%
|
Increased
|
|
|
1994
|
Napatree Capital
Westerly,
Rhode Island
|
$229K
|
+$240K
|
1
|
0.23%
|
New
|
|
|
1995
|
First Bancorp
Damariscotta,
Maine
|
$228K
|
-$8.37K
|
1
|
0.18%
|
Reduced
|
|
|
1996
|
Calton & Associates
Tampa,
Florida
|
$227K
|
+$218K
|
1
|
0.09%
|
New
|
|
|
1997
|
EHP Funds Inc
Toronto,
Canada
|
$227K
|
-$3.07M
|
1
|
0.08%
|
Reduced
|
|
|
1998
|
Hudock Inc
Williamsport,
Pennsylvania
|
$226K
|
+$521
|
1
|
0.05%
|
Increased
|
|
|
1999
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$225K
|
-$86.8K
|
1
|
0.04%
|
Reduced
|
|
|
2000
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$225K
|
-$288K
|
2
|
0.17%
|
Reduced
|
|