|
1976
|
Advisor Resource Council
Dallas,
Texas
|
$291K
|
+$299K
|
1
|
0.07%
|
New
|
|
|
1977
|
TRUADVICE
Sarasota,
Florida
|
$291K
|
+$308K
|
1
|
0.12%
|
New
|
|
|
1978
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$289K
|
-$4.95K
|
1
|
0.02%
|
Reduced
|
|
|
1979
|
First Business Financial Services
Madison,
Wisconsin
|
$287K
|
+$1.6K
|
1
|
0.04%
|
Increased
|
|
|
1980
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$287K
|
+$71.3K
|
1
|
0.02%
|
Increased
|
|
|
1981
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$287K
|
+$11.1K
|
1
|
0.22%
|
Increased
|
|
|
1982
|
GeoWealth Management
Chicago,
Illinois
|
$286K
|
+$36.3K
|
1
|
0.03%
|
Increased
|
|
|
1983
|
Sterling Financial Planning
Sparta,
New Jersey
|
$285K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1984
|
Nadler Financial Group
Deerfield,
Illinois
|
$285K
|
+$13.4K
|
1
|
0.05%
|
Increased
|
|
|
1985
|
ETFidea
Syracuse,
New York
|
$284K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1986
|
|
$283K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1987
|
Mairs & Power Inc
St Paul,
Minnesota
|
$283K
|
-$37.5K
|
1
|
0%
|
Reduced
|
|
|
1988
|
Jasper Ridge Partners
Menlo Park,
California
|
$283K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1989
|
Catalyst Capital Advisors
Huntington,
New York
|
$283K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1990
|
Teza Capital Management
Chicago,
Illinois
|
$282K
|
+$288K
|
1
|
0.06%
|
New
|
|
|
1991
|
Family Management
New York
|
$282K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1992
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$282K
|
-$26.1K
|
1
|
0.09%
|
Reduced
|
|
|
1993
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$282K
|
+$2.27K
|
1
|
0.02%
|
Increased
|
|
|
1994
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$281K
|
+$6.69K
|
1
|
0.17%
|
Increased
|
|
|
1995
|
|
$281K
|
+$287K
|
1
|
0.11%
|
New
|
|
|
1996
|
|
$280K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
Insight 2811 Inc
Chicago,
Illinois
|
$280K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1998
|
Riverview Trust Company
Vancouver,
Washington
|
$278K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1999
|
Granite FO LLC
Bedford,
New Hampshire
|
$278K
|
+$294K
|
1
|
0.17%
|
New
|
|
|
2000
|
Revisor Wealth Management
Akron,
Ohio
|
$277K
|
+$283K
|
1
|
0.25%
|
New
|
|