|
1976
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$665K
|
-$24.8K
|
1
|
0.2%
|
Reduced
|
|
|
1977
|
True Wealth Design
Akron,
Ohio
|
$663K
|
+$59.9K
|
31
|
0.16%
|
Increased
|
|
|
1978
|
Chelsea Counsel Company
Los Angeles,
California
|
$663K
|
+$13.2K
|
1
|
0.28%
|
Increased
|
|
|
1979
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$662K
|
+$745K
|
1
|
0.65%
|
New
|
|
|
1980
|
Bogart Wealth LLC
Mclean,
Virginia
|
$661K
|
-$17.6K
|
13
|
0.02%
|
Reduced
|
|
|
1981
|
XXI Wealth LLC
Chicago,
Illinois
|
$660K
|
-$97K
|
2
|
0.3%
|
Reduced
|
|
|
1982
|
|
$660K
|
-$181K
|
2
|
0.04%
|
Reduced
|
|
|
1983
|
Westpac Banking Corp
Sydney,
Australia
|
$654K
|
-$268K
|
3
|
0.04%
|
Reduced
|
|
|
1984
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$654K
|
+$665K
|
1
|
0.01%
|
New
|
|
|
1985
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$653K
|
-$9.85K
|
1
|
0.02%
|
Reduced
|
|
|
1986
|
Aspiriant LLC
Los Angeles,
California
|
$653K
|
+$452K
|
2
|
0.02%
|
Increased
|
|
|
1987
|
|
$651K
|
-$5.36K
|
1
|
0.2%
|
Reduced
|
|
|
1988
|
Persistent Asset Partners
Hong Kong
|
$651K
|
+$393K
|
8
|
0.19%
|
Increased
|
|
|
1989
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$649K
|
+$5.21K
|
29
|
0.09%
|
Increased
|
|
|
1990
|
Vienna Insurance Group
Warsaw,
Poland
|
$648K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1991
|
WPWealth
Fort Worth,
Texas
|
$647K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1992
|
Emerald Advisors
Bellevue,
Washington
|
$645K
|
-$50.4K
|
1
|
0.08%
|
Reduced
|
|
|
1993
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$644K
|
-$645K
|
1
|
0.38%
|
Reduced
|
|
|
1994
|
Perennial Advisors
New York
|
$642K
|
$0
|
2
|
0.1%
|
Maintained
|
|
|
1995
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$641K
|
-$80.5K
|
1
|
0.12%
|
Reduced
|
|
|
1996
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$640K
|
-$349K
|
1
|
0.07%
|
Reduced
|
|
|
1997
|
WhitTier Trust Company
Reno,
Nevada
|
$639K
|
-$191K
|
8
|
0.01%
|
Reduced
|
|
|
1998
|
BankPlus Trust Department
Jackson,
Mississippi
|
$638K
|
-$278K
|
2
|
0.15%
|
Reduced
|
|
|
1999
|
Second Half Financial Partners
Sebring,
Florida
|
$638K
|
+$681K
|
1
|
0.26%
|
New
|
|
|
2000
|
1248 Management
Kansas City,
Missouri
|
$636K
|
-$544K
|
1
|
0.25%
|
Reduced
|
|