|
1976
|
Perkins Coie Trust Company
Seattle,
Washington
|
$62K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1977
|
Koshinski Asset Management
Decatur,
Illinois
|
$60K
|
+$54.3K
|
1
|
0.01%
|
New
|
|
|
1978
|
Smart Portfolios LLC
Seattle,
Washington
|
$60K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1979
|
Intellectus Partners
San Francisco,
California
|
$58K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1980
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$56K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1981
|
Ruggie Capital Group
Tavares,
Florida
|
$56K
|
-$86.9K
|
2
|
0.04%
|
Reduced
|
|
|
1982
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$55K
|
+$17.4K
|
7
|
0.06%
|
Increased
|
|
|
1983
|
Financial Enhancement Group
Anderson,
Indiana
|
$54K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1984
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$54K
|
+$52K
|
1
|
0.04%
|
New
|
|
|
1985
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$52K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1986
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$49K
|
-$2.77K
|
4
|
0.03%
|
Reduced
|
|
|
1987
|
Spark Investment Management
New York
|
$48K
|
-$17.6K
|
1
|
0%
|
Reduced
|
|
|
1988
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$45K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1989
|
CX Institutional
Auburn,
Indiana
|
$45K
|
-$6K
|
2
|
0.01%
|
Reduced
|
|
|
1990
|
Fusion Family Wealth
Woodbury,
New York
|
$45K
|
+$277
|
2
|
0.01%
|
Increased
|
|
|
1991
|
WP Advisors
San Francisco,
California
|
$45K
|
+$212
|
3
|
0.04%
|
Increased
|
|
|
1992
|
Highlander Capital Management
Short Hills,
New Jersey
|
$43K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1993
|
Northstar Capital Management
New York
|
$42K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1994
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$41K
|
+$9.02K
|
3
|
0.01%
|
Increased
|
|
|
1995
|
Arlington Partners
Birmingham,
Alabama
|
$40K
|
-$31K
|
1
|
0.03%
|
Reduced
|
|
|
1996
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$40K
|
+$8.76K
|
2
|
0%
|
Increased
|
|
|
1997
|
KHP Capital
Tulsa,
Oklahoma
|
$40K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1998
|
Lucia Wealth Services
San Diego,
California
|
$40K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1999
|
Bray Capital Advisors
Naples,
Florida
|
$38K
|
-$111K
|
2
|
0.02%
|
Reduced
|
|
|
2000
|
Tortoise Investment Management
White Plains,
New York
|
$37K
|
+$10.5K
|
2
|
0.01%
|
Increased
|
|