|
1976
|
Westport Asset Management
Southport,
Connecticut
|
$78K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1977
|
Cowen Prime Advisors
New York
|
$76K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1978
|
West Paces Advisors
Atlanta,
Georgia
|
$75.2K
|
-$43.1K
|
5
|
0.05%
|
Reduced
|
|
|
1979
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$71K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1980
|
McIlrath & Eck
Arlington,
Washington
|
$71K
|
$0
|
6
|
0.04%
|
Maintained
|
|
|
1981
|
Fort LP
Chevy Chase,
Maryland
|
$69K
|
-$115K
|
1
|
0.01%
|
Reduced
|
|
|
1982
|
Meridian Wealth Management
Lexington,
Kentucky
|
$68.1K
|
+$73.1K
|
2
|
0.03%
|
New
|
|
|
1983
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$64K
|
-$49.2K
|
3
|
0.01%
|
Reduced
|
|
|
1984
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$64K
|
+$69.9K
|
3
|
0.02%
|
New
|
|
|
1985
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$64K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1986
|
Next Capital Management
New York
|
$61K
|
+$23.2K
|
4
|
0.04%
|
Increased
|
|
|
1987
|
Acima Private Wealth
Richmond,
Virginia
|
$60K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1988
|
Golden State Wealth Management
Santa Ana,
California
|
$60K
|
-$20.8K
|
3
|
0.02%
|
Reduced
|
|
|
1989
|
Liberty Wealth Management
Oakland,
California
|
$59K
|
-$36.9K
|
7
|
0.05%
|
Reduced
|
|
|
1990
|
LifePlan Financial Group
Dayton,
Ohio
|
$59K
|
-$8K
|
2
|
0.03%
|
Reduced
|
|
|
1991
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$58K
|
-$363
|
5
|
0.02%
|
Reduced
|
|
|
1992
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$57K
|
+$60.4K
|
6
|
0.01%
|
New
|
|
|
1993
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$57K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1994
|
TimeScale Financial
Danvers,
Massachusetts
|
$55K
|
+$55.8K
|
3
|
0.02%
|
New
|
|
|
1995
|
First Personal Financial Services
Charlotte,
North Carolina
|
$54K
|
-$2.48K
|
7
|
0.02%
|
Reduced
|
|
|
1996
|
Arax Advisory Partners
Denver,
Colorado
|
$52K
|
+$57.7K
|
4
|
0.02%
|
New
|
|
|
1997
|
Evolution Wealth Advisors
Aventura,
Florida
|
$52K
|
+$20.1K
|
5
|
0.02%
|
Increased
|
|
|
1998
|
Hudock Inc
Williamsport,
Pennsylvania
|
$48K
|
-$17.9K
|
4
|
0.02%
|
Reduced
|
|
|
1999
|
|
$46K
|
+$10.6K
|
4
|
0.02%
|
Increased
|
|
|
2000
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$46K
|
$0
|
2
|
0.01%
|
Maintained
|
|