|
1976
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$1.01M
|
+$103K
|
1
|
0.44%
|
Increased
|
|
|
1977
|
Leelyn Smith
Geneva,
Illinois
|
$1.01M
|
+$425K
|
1
|
0.15%
|
Increased
|
|
|
1978
|
|
$1.01M
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
1979
|
Shum Financial Group
Alameda,
California
|
$1.01M
|
+$936K
|
1
|
0.75%
|
New
|
|
|
1980
|
Institute for Wealth Management
Denver,
Colorado
|
$1.01M
|
+$2.88K
|
1
|
0.11%
|
Increased
|
|
|
1981
|
Prasad Wealth Partners
Independence,
Ohio
|
$1.01M
|
+$934K
|
1
|
0.28%
|
New
|
|
|
1982
|
Howard Capital Management Group
Los Angeles,
California
|
$1.01M
|
+$170K
|
1
|
0.06%
|
Increased
|
|
|
1983
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1M
|
+$13.9K
|
1
|
0.14%
|
Increased
|
|
|
1984
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$1M
|
+$900K
|
2
|
0.36%
|
New
|
|
|
1985
|
WJ Wealth Management
Glendale,
Arizona
|
$1M
|
-$1.28M
|
1
|
0.44%
|
Reduced
|
|
|
1986
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1M
|
-$3.14K
|
1
|
0.42%
|
Reduced
|
|
|
1987
|
Kestra Investment Management
Austin,
Texas
|
$1M
|
-$53.8K
|
3
|
0.03%
|
Reduced
|
|
|
1988
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$1M
|
$0
|
1
|
0.47%
|
Maintained
|
|
|
1989
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$1M
|
-$565K
|
1
|
0.34%
|
Reduced
|
|
|
1990
|
Clark Asset Management
Stratham,
New Hampshire
|
$999K
|
-$378K
|
1
|
0.12%
|
Reduced
|
|
|
1991
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$999K
|
+$229K
|
2
|
0.38%
|
Increased
|
|
|
1992
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$997K
|
-$40.3K
|
1
|
0.25%
|
Reduced
|
|
|
1993
|
New Hampshire Trust
Concord,
New Hampshire
|
$995K
|
-$10.5K
|
1
|
0.19%
|
Reduced
|
|
|
1994
|
Whitney & Co
Rochester,
New York
|
$994K
|
+$1.31K
|
1
|
0.09%
|
Increased
|
|
|
1995
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$994K
|
+$296K
|
1
|
0.3%
|
Increased
|
|
|
1996
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$993K
|
+$929K
|
1
|
0.02%
|
New
|
|
|
1997
|
Warwick Investment Management
Bryan,
Texas
|
$993K
|
+$26.4K
|
1
|
0.17%
|
Increased
|
|
|
1998
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$993K
|
+$1.31K
|
1
|
0.35%
|
Increased
|
|
|
1999
|
Orion Capital Management
Coronado,
California
|
$991K
|
-$68.1K
|
2
|
0.34%
|
Reduced
|
|
|
2000
|
Magnus Financial Group
New York
|
$990K
|
+$17.5K
|
1
|
0.08%
|
Increased
|
|
