|
1976
|
Integre Asset Management
New York
|
$204K
|
+$3.8K
|
1
|
0.14%
|
Increased
|
|
|
1977
|
Bay Colony Advisors
Concord,
Massachusetts
|
$203K
|
-$9.09K
|
1
|
0.17%
|
Reduced
|
|
|
1978
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$202K
|
+$209K
|
1
|
0.04%
|
New
|
|
|
1979
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$201K
|
+$208K
|
1
|
0.07%
|
New
|
|
|
1980
|
Banced Corp
Edwardsville,
Illinois
|
$201K
|
-$66.7K
|
1
|
0.44%
|
Reduced
|
|
|
1981
|
Riverpark Capital Management
New York
|
$201K
|
+$207K
|
1
|
0.05%
|
New
|
|
|
1982
|
Altium Wealth Management
Purchase,
New York
|
$200K
|
+$205K
|
1
|
0.04%
|
New
|
|
|
1983
|
Aries Wealth Management
Portland,
Maine
|
$200K
|
+$205K
|
1
|
0.21%
|
New
|
|
|
1984
|
Atwood & Palmer
Kansas City,
Missouri
|
$200K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1985
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$200K
|
-$20.9K
|
1
|
0.07%
|
Reduced
|
|
|
1986
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$200K
|
+$205K
|
1
|
0.04%
|
New
|
|
|
1987
|
Gemmer Asset Management
Walnut Creek,
California
|
$196K
|
-$19.5K
|
9
|
0.06%
|
Reduced
|
|
|
1988
|
Symmetry Partners
Glastonbury,
Connecticut
|
$195K
|
+$207K
|
2
|
0.05%
|
New
|
|
|
1989
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$194K
|
+$228K
|
4
|
0.31%
|
New
|
|
|
1990
|
Central Bank & Trust
Lexington,
Kentucky
|
$192K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1991
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$191K
|
+$197K
|
3
|
0.11%
|
New
|
|
|
1992
|
Pacific Center for Financial Services
San Ramon,
California
|
$190K
|
-$23.6K
|
4
|
0.1%
|
Reduced
|
|
|
1993
|
Phocas Financial Corp
Alameda,
California
|
$189K
|
+$196K
|
2
|
0.02%
|
New
|
|
|
1994
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$187K
|
$0
|
2
|
0.22%
|
Maintained
|
|
|
1995
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$187K
|
+$197K
|
6
|
0.06%
|
New
|
|
|
1996
|
Tarbox Family Office
Newport Beach,
California
|
$184K
|
-$1.85K
|
7
|
0.08%
|
Reduced
|
|
|
1997
|
PDS Planning
Dublin,
Ohio
|
$179K
|
+$183K
|
1
|
0.15%
|
New
|
|
|
1998
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$178K
|
+$30.8K
|
8
|
0.06%
|
Increased
|
|
|
1999
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$176K
|
-$207K
|
1
|
0.04%
|
Reduced
|
|
|
2000
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$175K
|
+$39.5K
|
4
|
0.03%
|
Increased
|
|