|
1976
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$254K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1977
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$253K
|
+$247K
|
1
|
0.05%
|
New
|
|
|
1978
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$253K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1979
|
Triune Financial Partners
Overland Park,
Kansas
|
$253K
|
+$247K
|
1
|
0.21%
|
New
|
|
|
1980
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$252K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1981
|
Leo Brokerage
Hurst,
Texas
|
$250K
|
-$18.5K
|
1
|
0.05%
|
Reduced
|
|
|
1982
|
Titus Wealth Management
Larskpur,
California
|
$250K
|
+$21.9K
|
1
|
0.14%
|
Increased
|
|
|
1983
|
Alethea Capital Management
Mercer Island,
Washington
|
$249K
|
+$243K
|
1
|
0.16%
|
New
|
|
|
1984
|
Salem Capital Management
Woburn,
Massachusetts
|
$249K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1985
|
Financial Consulate
Hunt Valley,
Maryland
|
$248K
|
+$10.3K
|
1
|
0.09%
|
Increased
|
|
|
1986
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$248K
|
+$9.44K
|
1
|
0.1%
|
Increased
|
|
|
1987
|
Stableford Capital II
Scottsdale,
Arizona
|
$248K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1988
|
Kalos Management
Alpharetta,
Georgia
|
$247K
|
-$9.98K
|
1
|
0.1%
|
Reduced
|
|
|
1989
|
Tempus Wealth Planning
Irvine,
California
|
$247K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1990
|
TFG Advisers
Auburn Hills,
Michigan
|
$247K
|
+$1.91K
|
1
|
0.12%
|
Increased
|
|
|
1991
|
Halpern Financial
Ashburn,
Virginia
|
$246K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1992
|
Doliver Advisors
Houston,
Texas
|
$246K
|
+$240K
|
1
|
0.08%
|
New
|
|
|
1993
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$246K
|
+$18.7K
|
1
|
0.01%
|
Increased
|
|
|
1994
|
Vista Capital Partners
Portland,
Oregon
|
$246K
|
-$1.78K
|
1
|
0.04%
|
Reduced
|
|
|
1995
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$245K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1996
|
Evoke Wealth
Los Angeles,
California
|
$245K
|
-$7.38K
|
1
|
0.01%
|
Reduced
|
|
|
1997
|
Hollencrest Capital Management
Newport Beach,
California
|
$245K
|
+$239K
|
1
|
0.02%
|
New
|
|
|
1998
|
Vivid Financial Management
Orcutt,
California
|
$245K
|
-$1.5K
|
1
|
0.1%
|
Reduced
|
|
|
1999
|
Apella Capital
West Hartford,
Connecticut
|
$244K
|
-$115K
|
1
|
0.04%
|
Reduced
|
|
|
2000
|
FWG Holdings
Winter Park,
Florida
|
$244K
|
+$238K
|
1
|
0.22%
|
New
|
|