|
1976
|
|
$261K
|
+$9.78K
|
1
|
0.02%
|
Increased
|
|
|
1977
|
Pinion Investment Advisors
Wichita,
Kansas
|
$260K
|
+$261K
|
1
|
0.18%
|
New
|
|
|
1978
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$260K
|
+$261K
|
1
|
0.01%
|
New
|
|
|
1979
|
Triton Wealth Management
Sun City,
Arizona
|
$260K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1980
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$259K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1981
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$259K
|
-$25.7K
|
1
|
0.03%
|
Reduced
|
|
|
1982
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$259K
|
+$260K
|
1
|
0.07%
|
New
|
|
|
1983
|
Financial Management Network
Mission Viejo,
California
|
$258K
|
-$8.09K
|
1
|
0.13%
|
Reduced
|
|
|
1984
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$258K
|
+$3.91K
|
1
|
0.01%
|
Increased
|
|
|
1985
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$257K
|
+$20K
|
1
|
0.02%
|
Increased
|
|
|
1986
|
Family Management
New York
|
$257K
|
+$9.13K
|
1
|
0.07%
|
Increased
|
|
|
1987
|
Matthew Hamilton Rosenberg
|
$257K
|
+$10.8K
|
1
|
0.09%
|
Increased
|
|
|
1988
|
Passive Capital Management
Baltimore,
Maryland
|
$257K
|
+$258K
|
1
|
0.14%
|
New
|
|
|
1989
|
United Community Bank
Greenville,
South Carolina
|
$257K
|
+$13K
|
1
|
0.26%
|
Increased
|
|
|
1990
|
PFS Partners
Mine Hill,
New Jersey
|
$256K
|
-$11.5K
|
1
|
0.22%
|
Reduced
|
|
|
1991
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$256K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1992
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$256K
|
-$4.43K
|
1
|
0.11%
|
Reduced
|
|
|
1993
|
AJ Wealth Strategies
New York
|
$255K
|
-$7.83K
|
1
|
0.01%
|
Reduced
|
|
|
1994
|
Barber Financial Group
Lenexa,
Kansas
|
$255K
|
+$1.83K
|
1
|
0.03%
|
Increased
|
|
|
1995
|
Community Bank of Raymore
Raymore,
Missouri
|
$255K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1996
|
MA Private Wealth
San Carlos,
California
|
$255K
|
+$2.74K
|
1
|
0.05%
|
Increased
|
|
|
1997
|
M. Kulyk & Associates
Decatur,
Georgia
|
$255K
|
-$48K
|
1
|
0.07%
|
Reduced
|
|
|
1998
|
|
$255K
|
+$269K
|
1
|
0.03%
|
New
|
|
|
1999
|
TFG Advisers
Auburn Hills,
Michigan
|
$255K
|
+$5.22K
|
1
|
0.12%
|
Increased
|
|
|
2000
|
Meridian Financial
Holliston,
Massachusetts
|
$255K
|
-$9.78K
|
1
|
0.26%
|
Reduced
|
|