|
1976
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$418K
|
-$3.65K
|
1
|
0.14%
|
Reduced
|
|
|
1977
|
Voya Financial Advisors
Windsor,
Connecticut
|
$418K
|
-$3.65K
|
1
|
0.05%
|
Reduced
|
|
|
1978
|
CFM Wealth Partners
Austin,
Texas
|
$416K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1979
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$416K
|
+$3.3K
|
1
|
0.14%
|
Increased
|
|
|
1980
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$416K
|
-$1.9M
|
1
|
0.06%
|
Reduced
|
|
|
1981
|
Novare Capital Management
Charlotte,
North Carolina
|
$416K
|
+$2.43K
|
1
|
0.04%
|
Increased
|
|
|
1982
|
Alta Advisers
London,
United Kingdom
|
$415K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1983
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$415K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1984
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$415K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1985
|
Private Wealth Partners
Mill Valley,
California
|
$415K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1986
|
Eagle Strategies
New York
|
$415K
|
+$224K
|
1
|
0.08%
|
Increased
|
|
|
1987
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$414K
|
-$38.2K
|
1
|
0.08%
|
Reduced
|
|
|
1988
|
OneFund LLC
Saint Petersburg,
Florida
|
$414K
|
+$6.95K
|
1
|
0.45%
|
Increased
|
|
|
1989
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$414K
|
+$521
|
1
|
0.36%
|
Increased
|
|
|
1990
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$412K
|
+$1.74K
|
1
|
0.08%
|
Increased
|
|
|
1991
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$412K
|
+$2.61K
|
1
|
0.1%
|
Increased
|
|
|
1992
|
Clarus Group
Houston,
Texas
|
$412K
|
-$19.1K
|
1
|
0.18%
|
Reduced
|
|
|
1993
|
Acropolis Investment Management
St. Louis,
Missouri
|
$411K
|
-$174
|
1
|
0.03%
|
Reduced
|
|
|
1994
|
Kesler Norman & Wride
Ogden,
Utah
|
$410K
|
-$10.8K
|
1
|
0.09%
|
Reduced
|
|
|
1995
|
West Bancorporation
West Des Moines,
Iowa
|
$409K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1996
|
BIP Wealth
Atlanta,
Georgia
|
$409K
|
-$48.7K
|
1
|
0.03%
|
Reduced
|
|
|
1997
|
KWB Wealth
Redlands,
California
|
$408K
|
-$10.6K
|
1
|
0.06%
|
Reduced
|
|
|
1998
|
Park Edge Advisors
Cleveland,
Ohio
|
$407K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1999
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$407K
|
+$10.4K
|
1
|
0.09%
|
Increased
|
|
|
2000
|
Fagan Associates
Troy,
New York
|
$407K
|
+$1.64K
|
2
|
0.07%
|
Increased
|
|
