|
1976
|
Sonoma Private Wealth
Sonoma,
California
|
$302K
|
+$18.7K
|
1
|
0.53%
|
Increased
|
|
|
1977
|
Gryphon Financial Partners
Columbus,
Ohio
|
$302K
|
+$38.3K
|
1
|
0.07%
|
Increased
|
|
|
1978
|
Paulson Wealth Management
Wheaton,
Illinois
|
$302K
|
-$1.16K
|
1
|
0.1%
|
Reduced
|
|
|
1979
|
Provence Wealth Management Group
Irvine,
California
|
$301K
|
+$18.3K
|
1
|
0.18%
|
Increased
|
|
|
1980
|
Affinity Capital Advisors
Berkeley,
California
|
$300K
|
-$10.6K
|
1
|
0.08%
|
Reduced
|
|
|
1981
|
Five Oceans Advisors
Santa Monica,
California
|
$300K
|
+$44.5K
|
1
|
0.19%
|
Increased
|
|
|
1982
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$300K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1983
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$299K
|
-$11.2K
|
1
|
0.11%
|
Reduced
|
|
|
1984
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$297K
|
-$104K
|
1
|
0.07%
|
Reduced
|
|
|
1985
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$297K
|
+$19.4K
|
1
|
0.03%
|
Increased
|
|
|
1986
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$297K
|
-$24.4K
|
1
|
0.13%
|
Reduced
|
|
|
1987
|
Lokken Investment Group
Lewes,
Delaware
|
$296K
|
-$19.1K
|
1
|
0.19%
|
Reduced
|
|
|
1988
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$296K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1989
|
One River Asset Management
Stamford,
Connecticut
|
$295K
|
-$259K
|
1
|
0.03%
|
Reduced
|
|
|
1990
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$294K
|
+$83K
|
1
|
0.11%
|
Increased
|
|
|
1991
|
Sterling Financial Planning
Sparta,
New Jersey
|
$292K
|
+$387
|
1
|
0.14%
|
Increased
|
|
|
1992
|
Tiemann Investment Advisors
Menlo Park,
California
|
$291K
|
-$46.1K
|
1
|
0.15%
|
Reduced
|
|
|
1993
|
Hemington Wealth Management
Falls Church,
Virginia
|
$291K
|
-$36.5K
|
1
|
0.12%
|
Reduced
|
|
|
1994
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$290K
|
+$278K
|
1
|
0.04%
|
Increased
|
|
|
1995
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$290K
|
+$49K
|
1
|
0.1%
|
Increased
|
|
|
1996
|
Revisor Wealth Management
Akron,
Ohio
|
$290K
|
+$6.84K
|
1
|
0.26%
|
Increased
|
|
|
1997
|
Financial Management Network
Mission Viejo,
California
|
$290K
|
-$16.9K
|
1
|
0.1%
|
Reduced
|
|
|
1998
|
|
$289K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1999
|
Catalyst Capital Advisors
Huntington,
New York
|
$289K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
Family Management
New York
|
$288K
|
$0
|
1
|
0.06%
|
Maintained
|
|