|
1976
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$112K
|
-$1.34K
|
1
|
0.02%
|
Reduced
|
|
|
1977
|
Kestra Investment Management
Austin,
Texas
|
$111K
|
+$110K
|
1
|
0%
|
New
|
|
|
1978
|
Bank & Trust Company
Litchfield,
Illinois
|
$111K
|
-$4.2K
|
1
|
0.09%
|
Reduced
|
|
|
1979
|
City State Bank
Norwalk,
Iowa
|
$110K
|
-$1.87K
|
1
|
0.04%
|
Reduced
|
|
|
1980
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$108K
|
-$47.5K
|
2
|
0.02%
|
Reduced
|
|
|
1981
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$107K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1982
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$107K
|
-$12.5M
|
1
|
0%
|
Reduced
|
|
|
1983
|
Hoey Investments
Coatesville,
Pennsylvania
|
$106K
|
+$25.4K
|
2
|
0.02%
|
Increased
|
|
|
1984
|
|
$106K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1985
|
Wintrust Investments
Chicago,
Illinois
|
$104K
|
-$53.4K
|
1
|
0.09%
|
Reduced
|
|
|
1986
|
Wiser Advisor Group
Phoenix,
Arizona
|
$102K
|
$0
|
2
|
0.15%
|
Maintained
|
|
|
1987
|
D.J. St. Germain
Springfield,
Massachusetts
|
$102K
|
+$8.41K
|
2
|
0%
|
Increased
|
|
|
1988
|
Grove Bank & Trust
Miami,
Florida
|
$100K
|
+$3.03K
|
1
|
0.01%
|
Increased
|
|
|
1989
|
ODDO BHF Asset Management
Paris,
France
|
$99.3K
|
+$102K
|
1
|
0.01%
|
New
|
|
|
1990
|
R Squared
Central,
Hong Kong
|
$99.3K
|
+$102K
|
1
|
0.1%
|
New
|
|
|
1991
|
|
$99.3K
|
+$96.8K
|
2
|
0.03%
|
New
|
|
|
1992
|
Steph & Co
Marinette,
Wisconsin
|
$98.4K
|
+$83.1K
|
2
|
0.03%
|
Increased
|
|
|
1993
|
Castleview Partners
Dallas,
Texas
|
$98.2K
|
+$84
|
1
|
0.05%
|
Increased
|
|
|
1994
|
Banque de Luxembourg
Luxembourg
|
$96.6K
|
+$94.8K
|
1
|
0.05%
|
New
|
|
|
1995
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$95.9K
|
-$46.2K
|
1
|
0%
|
Reduced
|
|
|
1996
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$94.7K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1997
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$94.4K
|
+$93K
|
1
|
0.06%
|
New
|
|
|
1998
|
FPC Investment Advisory
Petaluma,
California
|
$93.8K
|
+$12.5K
|
1
|
0.07%
|
Increased
|
|
|
1999
|
Tucker Asset Management
Littleton,
Colorado
|
$92.5K
|
+$4.88K
|
2
|
0.01%
|
Increased
|
|
|
2000
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$92K
|
+$2.19K
|
2
|
0.02%
|
Increased
|
|