|
1976
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$404K
|
+$373K
|
1
|
0.4%
|
New
|
|
|
1977
|
Kesler Norman & Wride
Ogden,
Utah
|
$403K
|
-$53.2K
|
1
|
0.09%
|
Reduced
|
|
|
1978
|
Coastline Trust
Providence,
Rhode Island
|
$403K
|
-$14.8K
|
1
|
0.05%
|
Reduced
|
|
|
1979
|
Austin Private Wealth
Austin,
Texas
|
$403K
|
-$7.1K
|
1
|
0.05%
|
Reduced
|
|
|
1980
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$403K
|
-$22.4K
|
1
|
0.26%
|
Reduced
|
|
|
1981
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$403K
|
-$16.3K
|
1
|
0.17%
|
Reduced
|
|
|
1982
|
Cannell & Spears
New York
|
$402K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1983
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$402K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1984
|
Signal Advisors Wealth
Detroit,
Michigan
|
$402K
|
+$371K
|
1
|
0.14%
|
New
|
|
|
1985
|
|
$402K
|
-$15.9K
|
1
|
0.04%
|
Reduced
|
|
|
1986
|
Park Edge Advisors
Cleveland,
Ohio
|
$401K
|
-$516K
|
1
|
0.14%
|
Reduced
|
|
|
1987
|
Benedetti & Gucer
Atlanta,
Georgia
|
$401K
|
+$49.4K
|
1
|
0.21%
|
Increased
|
|
|
1988
|
Southern Capital Advisors
Jackson,
Tennessee
|
$401K
|
+$302
|
1
|
0.28%
|
Increased
|
|
|
1989
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$400K
|
+$6.2K
|
1
|
0.14%
|
Increased
|
|
|
1990
|
Armbruster Capital Management
Pittsford,
New York
|
$400K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1991
|
Larson Financial Group
St Louis,
Missouri
|
$400K
|
-$52.4K
|
3
|
0.03%
|
Reduced
|
|
|
1992
|
Sinecera Capital
Austin,
Texas
|
$399K
|
+$4.68K
|
1
|
0.47%
|
Increased
|
|
|
1993
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$398K
|
+$368K
|
1
|
0.23%
|
New
|
|
|
1994
|
Advance Capital Management
Southfield,
Michigan
|
$398K
|
+$1.06K
|
1
|
0.03%
|
Increased
|
|
|
1995
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$397K
|
+$41.7K
|
1
|
0.09%
|
Increased
|
|
|
1996
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$396K
|
+$95.2K
|
1
|
0.04%
|
Increased
|
|
|
1997
|
United Asset Strategies
Garden City,
New York
|
$395K
|
+$365K
|
1
|
0.04%
|
New
|
|
|
1998
|
Humankind Investments
New York
|
$395K
|
-$34K
|
1
|
0.12%
|
Reduced
|
|
|
1999
|
OneFund LLC
Saint Petersburg,
Florida
|
$395K
|
+$365K
|
1
|
0.51%
|
New
|
|
|
2000
|
Facet Wealth Inc
Baltimore,
Maryland
|
$395K
|
-$3.63K
|
1
|
0.02%
|
Reduced
|
|