|
1976
|
Park National Corp
Newark,
Ohio
|
$246K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1977
|
Painted Porch Advisors
Santa Barbara,
California
|
$245K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1978
|
Institute for Wealth Management
Denver,
Colorado
|
$244K
|
+$137K
|
1
|
0.03%
|
Increased
|
|
|
1979
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$244K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1980
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$243K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1981
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$243K
|
+$262K
|
1
|
0.18%
|
New
|
|
|
1982
|
Ramirez Asset Management
New York
|
$243K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1983
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$243K
|
-$22.6K
|
1
|
0.12%
|
Reduced
|
|
|
1984
|
United Bank (Virginia)
Vienna,
Virginia
|
$243K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1985
|
Brooklyn Investment Group
Brooklyn,
New York
|
$243K
|
+$3.41K
|
1
|
0.1%
|
Increased
|
|
|
1986
|
NBW Capital
Boston,
Massachusetts
|
$242K
|
+$235K
|
1
|
0.05%
|
New
|
|
|
1987
|
Lifestyle Asset Management
Friendswood,
Texas
|
$242K
|
-$1.32K
|
1
|
0.14%
|
Reduced
|
|
|
1988
|
Nilsine Partners
Greenwood Village,
Colorado
|
$242K
|
-$28K
|
1
|
0.03%
|
Reduced
|
|
|
1989
|
Hilltop National Bank
Casper,
Wyoming
|
$242K
|
+$242K
|
5
|
0.08%
|
New
|
|
|
1990
|
AlphaQ Advisors
Winter Park,
Florida
|
$241K
|
-$6.44K
|
1
|
0.15%
|
Reduced
|
|
|
1991
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$241K
|
-$354K
|
3
|
0.02%
|
Reduced
|
|
|
1992
|
Aristeia Capital
Greenwich,
Connecticut
|
$241K
|
+$223K
|
1
|
0.01%
|
New
|
|
|
1993
|
Principle Wealth Partners
Madison,
Connecticut
|
$241K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1994
|
Atlas Financial Advisors
Oroville,
California
|
$240K
|
+$216K
|
1
|
0.37%
|
New
|
|
|
1995
|
Wharton Business Group
Malvern,
Pennsylvania
|
$239K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1996
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$239K
|
-$15.9K
|
1
|
0.17%
|
Reduced
|
|
|
1997
|
Meag Munich Ergo
Munich,
Germany
|
$238K
|
-$410K
|
2
|
0.01%
|
Reduced
|
|
|
1998
|
Hudock Inc
Williamsport,
Pennsylvania
|
$235K
|
+$634
|
1
|
0.05%
|
Increased
|
|
|
1999
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$234K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2000
|
Chicago Trust
Grayslake,
Illinois
|
$233K
|
$0
|
1
|
0.05%
|
Maintained
|
|