|
1976
|
Pitti Group Wealth Management
Victor,
New York
|
$303K
|
+$18.2K
|
1
|
0.22%
|
Increased
|
|
|
1977
|
Elkhorn Partners
Omaha,
Nebraska
|
$303K
|
+$117K
|
1
|
0.26%
|
Increased
|
|
|
1978
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$302K
|
+$31.2K
|
1
|
0.03%
|
Increased
|
|
|
1979
|
|
$301K
|
+$306K
|
1
|
0.09%
|
New
|
|
|
1980
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$300K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1981
|
Great Lakes Advisors
Chicago,
Illinois
|
$298K
|
-$3.25M
|
1
|
0%
|
Reduced
|
|
|
1982
|
Strait & Sound Wealth Management
San Francisco,
California
|
$298K
|
-$19.5K
|
1
|
0.1%
|
Reduced
|
|
|
1983
|
Pilgrim Partners Asia
Singapore
|
$298K
|
+$291K
|
2
|
0.13%
|
New
|
|
|
1984
|
BTG Pactual Asset Management US
New York
|
$297K
|
-$440K
|
1
|
0.02%
|
Reduced
|
|
|
1985
|
Brookwood Investment Group
Phoenix,
Arizona
|
$297K
|
+$142K
|
1
|
0.03%
|
Increased
|
|
|
1986
|
Estate Planners Group
Yardley,
Pennsylvania
|
$296K
|
-$219K
|
1
|
0.13%
|
Reduced
|
|
|
1987
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$296K
|
+$1.47K
|
1
|
0.02%
|
Increased
|
|
|
1988
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$295K
|
+$72.6K
|
1
|
0.08%
|
Increased
|
|
|
1989
|
Boreal Capital Management
Miami,
Florida
|
$295K
|
+$9.53K
|
2
|
0.22%
|
Increased
|
|
|
1990
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$294K
|
+$1.47K
|
1
|
0.02%
|
Increased
|
|
|
1991
|
Private Wealth Partners
Mill Valley,
California
|
$293K
|
+$74K
|
1
|
0.02%
|
Increased
|
|
|
1992
|
Northbridge Financial Group
Tampa,
Florida
|
$289K
|
-$22.3K
|
1
|
0.11%
|
Reduced
|
|
|
1993
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$289K
|
+$7.33K
|
1
|
0.09%
|
Increased
|
|
|
1994
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$289K
|
-$308K
|
1
|
0.07%
|
Reduced
|
|
|
1995
|
Gruss & Co
West Palm Beach,
Florida
|
$289K
|
-$36.7K
|
1
|
0.71%
|
Reduced
|
|
|
1996
|
Huntleigh Advisors
St. Louis,
Missouri
|
$289K
|
-$14.7K
|
1
|
0.04%
|
Reduced
|
|
|
1997
|
Q Fund Management (Hong Kong)
Hong Kong,
|
$289K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1998
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$288K
|
-$4.11K
|
1
|
0.04%
|
Reduced
|
|
|
1999
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
$286K
|
-$147
|
1
|
0.23%
|
Reduced
|
|
|
2000
|
Unique Wealth
Clearwater,
Florida
|
$286K
|
-$81.1K
|
1
|
0.03%
|
Reduced
|
|