|
1976
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
$3.31M
|
-$995K
|
2
|
2.3%
|
Reduced
|
|
|
1977
|
Tred Avon Family Wealth
Easton,
Maryland
|
$3.3M
|
-$933K
|
4
|
1.01%
|
Reduced
|
|
|
1978
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$3.3M
|
-$933K
|
2
|
0.8%
|
Reduced
|
|
|
1979
|
Blue Square Asset Management
New York
|
$3.29M
|
-$8.02K
|
1
|
1.33%
|
Reduced
|
|
|
1980
|
BOCHK Asset Management
Hong Kong
|
$3.29M
|
+$2.89M
|
1
|
0.52%
|
New
|
|
|
1981
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$3.29M
|
+$487K
|
1
|
0.72%
|
Increased
|
|
|
1982
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$3.29M
|
-$1.59M
|
11
|
0.74%
|
Reduced
|
|
|
1983
|
Forty-three Eighteen Advisors
Bentonville,
Arkansas
|
$3.29M
|
-$15.1K
|
1
|
2.21%
|
Reduced
|
|
|
1984
|
Aureus Asset Management
Boston,
Massachusetts
|
$3.29M
|
-$2.44M
|
4
|
0.2%
|
Reduced
|
|
|
1985
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$3.28M
|
+$1.06M
|
5
|
0.66%
|
Increased
|
|
|
1986
|
Everhart Financial Group
Dublin,
Ohio
|
$3.28M
|
-$1.25M
|
4
|
0.21%
|
Reduced
|
|
|
1987
|
Regents Gate Capital
London,
United Kingdom
|
$3.28M
|
-$51.2M
|
3
|
4.37%
|
Reduced
|
|
|
1988
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$3.27M
|
-$202K
|
3
|
0.63%
|
Reduced
|
|
|
1989
|
First Interstate Bank
Billings,
Montana
|
$3.27M
|
-$5.39M
|
2
|
0.17%
|
Reduced
|
|
|
1990
|
|
$3.26M
|
+$1.58M
|
3
|
0.68%
|
Increased
|
|
|
1991
|
Tuttle Capital Management
Riverside,
Connecticut
|
$3.26M
|
+$2.14M
|
2
|
2.2%
|
Increased
|
|
|
1992
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$3.26M
|
-$728K
|
3
|
0.59%
|
Reduced
|
|
|
1993
|
Tempus Wealth Planning
Irvine,
California
|
$3.26M
|
-$260K
|
2
|
0.64%
|
Reduced
|
|
|
1994
|
Holt Capital Partners
Fort Worth,
Texas
|
$3.25M
|
+$136K
|
1
|
0.38%
|
Increased
|
|
|
1995
|
Fox Run Management
Greenwich,
Connecticut
|
$3.25M
|
-$4.17M
|
7
|
0.54%
|
Reduced
|
|
|
1996
|
Gratia Capital
Los Angeles,
California
|
$3.24M
|
-$3.11M
|
1
|
1.96%
|
Reduced
|
|
|
1997
|
PDS Planning
Dublin,
Ohio
|
$3.24M
|
+$23.3K
|
7
|
0.19%
|
Increased
|
|
|
1998
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$3.23M
|
-$880K
|
2
|
1.58%
|
Reduced
|
|
|
1999
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$3.23M
|
-$263K
|
4
|
0.51%
|
Reduced
|
|
|
2000
|
Pathway Financial Advisers
Auburn,
Indiana
|
$3.22M
|
+$102K
|
1
|
0.81%
|
Increased
|
|