|
1976
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$430K
|
+$38.8K
|
1
|
0.02%
|
Increased
|
|
|
1977
|
Alchemi Wealth
Essex,
Connecticut
|
$430K
|
+$4.63K
|
1
|
0.2%
|
Increased
|
|
|
1978
|
BCS Wealth Management
Johnson City,
Tennessee
|
$429K
|
-$9.27K
|
1
|
0.08%
|
Reduced
|
|
|
1979
|
GSA Capital Partners
London,
United Kingdom
|
$429K
|
-$866K
|
1
|
0.03%
|
Reduced
|
|
|
1980
|
Waddell & Associates
Memphis,
Tennessee
|
$429K
|
-$2.9K
|
1
|
0.02%
|
Reduced
|
|
|
1981
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$426K
|
-$6.95K
|
1
|
0.13%
|
Reduced
|
|
|
1982
|
Granite Harbor Advisors
Houston,
Texas
|
$424K
|
-$1.74K
|
1
|
0.17%
|
Reduced
|
|
|
1983
|
Genesee Capital Advisors
Auburn,
New York
|
$423K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1984
|
Bingham Private Wealth
San Francisco,
California
|
$422K
|
+$70.1K
|
1
|
0.29%
|
Increased
|
|
|
1985
|
EJMK Ventures
Itasca,
Illinois
|
$420K
|
+$19.1K
|
1
|
0.19%
|
Increased
|
|
|
1986
|
North Star Asset Management
Neenah,
Wisconsin
|
$419K
|
+$8.69K
|
1
|
0.02%
|
Increased
|
|
|
1987
|
WealthShield Partners
Cary,
North Carolina
|
$418K
|
+$43.4K
|
1
|
0.06%
|
Increased
|
|
|
1988
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$418K
|
+$8.11K
|
1
|
0.03%
|
Increased
|
|
|
1989
|
SteelPeak Wealth
Woodland Hills,
California
|
$417K
|
-$1.16M
|
1
|
0.01%
|
Reduced
|
|
|
1990
|
Alesco Advisors
Pittsford,
New York
|
$415K
|
-$1.74K
|
1
|
0.01%
|
Reduced
|
|
|
1991
|
Crux Wealth Advisors
Long Beach,
California
|
$415K
|
+$1.16K
|
1
|
0.14%
|
Increased
|
|
|
1992
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$414K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1993
|
Newton One Investments
Newark,
Delaware
|
$414K
|
+$1.16K
|
1
|
0.1%
|
Increased
|
|
|
1994
|
Ames National Corp
Ames,
Iowa
|
$414K
|
-$5.79K
|
1
|
0.23%
|
Reduced
|
|
|
1995
|
RDA Financial Network
Akron,
Iowa
|
$414K
|
+$161K
|
1
|
0.09%
|
Increased
|
|
|
1996
|
Quantum Financial Advisors
El Segundo,
California
|
$413K
|
-$1.16K
|
1
|
0.04%
|
Reduced
|
|
|
1997
|
MRP Capital Investments
Alpharetta,
Georgia
|
$412K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1998
|
Spirepoint Private Client
Vero Beach,
Florida
|
$412K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1999
|
Vista Investment Partners II
Richmond,
Indiana
|
$411K
|
+$5.21K
|
1
|
0.16%
|
Increased
|
|
|
2000
|
Samara Investment Management
Beaverton,
Oregon
|
$411K
|
$0
|
1
|
0.38%
|
Maintained
|
|