|
1976
|
Evoke Wealth
Los Angeles,
California
|
$758K
|
+$15.9K
|
1
|
0.02%
|
Increased
|
|
|
1977
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$758K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1978
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$757K
|
+$82.7K
|
1
|
0.17%
|
Increased
|
|
|
1979
|
J.W. Burns & Co
Dewitt,
New York
|
$756K
|
-$1.22K
|
1
|
0.1%
|
Reduced
|
|
|
1980
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$755K
|
+$5.87K
|
1
|
0.14%
|
Increased
|
|
|
1981
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$755K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1982
|
SOA Wealth Advisors
New York
|
$755K
|
+$4.2K
|
6
|
0.16%
|
Increased
|
|
|
1983
|
Intellectus Partners
San Francisco,
California
|
$754K
|
-$3.91K
|
1
|
0.19%
|
Reduced
|
|
|
1984
|
Armis Advisers
Atlanta,
Georgia
|
$752K
|
+$451K
|
1
|
0.07%
|
Increased
|
|
|
1985
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$752K
|
+$489
|
1
|
0.11%
|
Increased
|
|
|
1986
|
Opal Wealth Advisors
Jericho,
New York
|
$751K
|
+$14.2K
|
1
|
0.23%
|
Increased
|
|
|
1987
|
ESL Trust Services
Rochester,
New York
|
$750K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1988
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$749K
|
+$6.12K
|
1
|
0.22%
|
Increased
|
|
|
1989
|
Reyes Financial Architecture
San Diego,
California
|
$749K
|
-$245
|
1
|
0.55%
|
Reduced
|
|
|
1990
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$748K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1991
|
LVZ Inc
Holland,
Michigan
|
$747K
|
-$5.63K
|
1
|
0.1%
|
Reduced
|
|
|
1992
|
Asset Management Group
Stamford,
Connecticut
|
$746K
|
+$391K
|
1
|
0.14%
|
Increased
|
|
|
1993
|
McDaniel Terry & Co
Austin,
Texas
|
$746K
|
+$2.45K
|
1
|
0.07%
|
Increased
|
|
|
1994
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$746K
|
-$57.5K
|
4
|
0.08%
|
Reduced
|
|
|
1995
|
Yeomans Consulting Group
Marietta,
Georgia
|
$746K
|
+$183K
|
1
|
0.29%
|
Increased
|
|
|
1996
|
Autumn Glory Partners
Dallas,
Texas
|
$745K
|
-$160K
|
1
|
0.37%
|
Reduced
|
|
|
1997
|
Navis Wealth Advisors
Rye Brook,
New York
|
$744K
|
$0
|
1
|
0.73%
|
Maintained
|
|
|
1998
|
Callan Family Office
Radnor,
Pennsylvania
|
$742K
|
-$1.43M
|
1
|
0.06%
|
Reduced
|
|
|
1999
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$741K
|
-$24.5K
|
1
|
0.09%
|
Reduced
|
|
|
2000
|
NWF Advisory Services
Los Angeles,
California
|
$739K
|
+$176K
|
1
|
0.1%
|
Increased
|
|