|
1976
|
Copley Financial Group
San Diego,
California
|
$208K
|
+$153K
|
1
|
0.13%
|
New
|
|
|
1977
|
|
$208K
|
+$205K
|
1
|
0.04%
|
New
|
|
|
1978
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$208K
|
+$207K
|
1
|
0%
|
New
|
|
|
1979
|
Focused Alpha LLC
Denver,
Colorado
|
$208K
|
-$352K
|
1
|
0.05%
|
Reduced
|
|
|
1980
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$207K
|
+$29.9K
|
2
|
0.08%
|
Increased
|
|
|
1981
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$207K
|
+$206K
|
1
|
0.12%
|
New
|
|
|
1982
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$206K
|
+$205K
|
1
|
0.04%
|
New
|
|
|
1983
|
Cooper Capital Advisors
Encinitas,
California
|
$206K
|
+$205K
|
1
|
0.09%
|
New
|
|
|
1984
|
Wynn Capital
Augusta,
Georgia
|
$205K
|
+$204K
|
1
|
0.09%
|
New
|
|
|
1985
|
National Wealth Management Group
Cincinnati,
Ohio
|
$205K
|
+$204K
|
1
|
0.06%
|
New
|
|
|
1986
|
Cora Capital Advisors
Marlton,
New Jersey
|
$205K
|
+$204K
|
1
|
0.06%
|
New
|
|
|
1987
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$204K
|
+$151K
|
1
|
0.04%
|
New
|
|
|
1988
|
XML Financial
Bethesda,
Maryland
|
$204K
|
+$203K
|
1
|
0.01%
|
New
|
|
|
1989
|
FSA Advisors
Troy,
Michigan
|
$204K
|
+$203K
|
1
|
0.09%
|
New
|
|
|
1990
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$204K
|
+$203K
|
1
|
0.01%
|
New
|
|
|
1991
|
Lodestone Wealth Management
Spokane,
Washington
|
$203K
|
+$105K
|
2
|
0.07%
|
Increased
|
|
|
1992
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$203K
|
-$90.1K
|
2
|
0.02%
|
Reduced
|
|
|
1993
|
GSB Wealth Management
Guilford,
Connecticut
|
$202K
|
+$201K
|
1
|
0.04%
|
New
|
|
|
1994
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$202K
|
+$201K
|
1
|
0.1%
|
New
|
|
|
1995
|
Rialto Wealth Management
Syracuse,
New York
|
$202K
|
+$92.3K
|
7
|
0.04%
|
Increased
|
|
|
1996
|
TRB Wealth Management
Houston,
Texas
|
$202K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1997
|
Midwest Financial Group
Overland Park,
Kansas
|
$201K
|
+$121K
|
1
|
0.07%
|
New
|
|
|
1998
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$201K
|
+$200K
|
1
|
0.03%
|
New
|
|
|
1999
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$201K
|
+$200K
|
1
|
0.01%
|
New
|
|
|
2000
|
WPWealth
Fort Worth,
Texas
|
$201K
|
+$200K
|
1
|
0.03%
|
New
|
|