|
1976
|
Titan Investment Management
Indianapolis,
Indiana
|
$2.33M
|
+$65K
|
1
|
1.72%
|
Increased
|
|
|
1977
|
Auxano Advisors
Bellevue,
Washington
|
$2.32M
|
+$253K
|
3
|
0.44%
|
Increased
|
|
|
1978
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$2.3M
|
+$1.39M
|
2
|
1.68%
|
Increased
|
|
|
1979
|
|
$2.3M
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1980
|
McKinney Capital Management
Houston,
Texas
|
$2.3M
|
+$2.32M
|
2
|
0.91%
|
New
|
|
|
1981
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$2.3M
|
-$171K
|
9
|
0.72%
|
Reduced
|
|
|
1982
|
Beaton Management Company
Haverhill,
Massachusetts
|
$2.3M
|
-$754K
|
1
|
0.94%
|
Reduced
|
|
|
1983
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$2.3M
|
-$45.3K
|
2
|
0.11%
|
Reduced
|
|
|
1984
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$2.28M
|
-$32.6K
|
5
|
1.13%
|
Reduced
|
|
|
1985
|
Elyxium Wealth
San Mateo,
California
|
$2.27M
|
+$1.14M
|
3
|
0.24%
|
Increased
|
|
|
1986
|
Infrastructure Capital Advisors
New York
|
$2.27M
|
+$161K
|
3
|
0.13%
|
Increased
|
|
|
1987
|
Spirepoint Private Client
Vero Beach,
Florida
|
$2.27M
|
-$57.9K
|
2
|
0.18%
|
Reduced
|
|
|
1988
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$2.26M
|
-$66.3K
|
7
|
0.67%
|
Reduced
|
|
|
1989
|
DDFG Inc
Thousand Oaks,
California
|
$2.26M
|
-$2.29K
|
2
|
0.45%
|
Reduced
|
|
|
1990
|
Neville Rodie & Shaw
New York
|
$2.25M
|
$0
|
2
|
0.15%
|
Maintained
|
|
|
1991
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$2.25M
|
$0
|
2
|
1.65%
|
Maintained
|
|
|
1992
|
Guidance Capital
Lousville,
Kentucky
|
$2.25M
|
-$358K
|
2
|
0.48%
|
Reduced
|
|
|
1993
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.25M
|
-$600K
|
3
|
0.07%
|
Reduced
|
|
|
1994
|
Miller Financial Services
Marshall,
Michigan
|
$2.24M
|
+$480K
|
4
|
1.81%
|
Increased
|
|
|
1995
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$2.24M
|
-$5.08K
|
2
|
0.48%
|
Reduced
|
|
|
1996
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.24M
|
+$30.3K
|
9
|
0.05%
|
Increased
|
|
|
1997
|
MBA Advisors
Hermitage,
Pennsylvania
|
$2.24M
|
+$9.64K
|
3
|
0.75%
|
Increased
|
|
|
1998
|
Optimize Financial
Laguna Hills,
California
|
$2.24M
|
-$6.96K
|
3
|
0.8%
|
Reduced
|
|
|
1999
|
Sound Capital Solutions
Naples,
Florida
|
$2.24M
|
+$2.07M
|
3
|
0.52%
|
New
|
|
|
2000
|
MN Services Vermogensbeheer
The Hague,
Netherlands
|
$2.24M
|
-$9.76M
|
1
|
0.02%
|
Reduced
|
|