|
1976
|
|
$20.5K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1977
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$20.2K
|
-$7.79K
|
1
|
0.01%
|
Reduced
|
|
|
1978
|
Sierra Ocean
Ripon,
California
|
$20K
|
-$1.11K
|
2
|
0.02%
|
Reduced
|
|
|
1979
|
Dunhill Financial
London,
United Kingdom
|
$19.9K
|
-$2.73K
|
1
|
0.01%
|
Reduced
|
|
|
1980
|
Tidemark
San Diego,
California
|
$19.8K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1981
|
New Millennium Group
Sandy,
Utah
|
$19.7K
|
-$1.87K
|
1
|
0.01%
|
Reduced
|
|
|
1982
|
Accordant Advisory Group
Annapolis,
Maryland
|
$19.6K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1983
|
Compass Wealth Management
Guilford,
Connecticut
|
$19.6K
|
+$3.9K
|
1
|
0.01%
|
Increased
|
|
|
1984
|
Field & Main Bank
Henderson,
Kentucky
|
$19.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1985
|
Copia Wealth Management
Bend,
Oregon
|
$19.3K
|
+$1.45K
|
1
|
0.02%
|
Increased
|
|
|
1986
|
Centricity Wealth Management
Westerville,
Ohio
|
$18.7K
|
-$1.95K
|
2
|
0.02%
|
Reduced
|
|
|
1987
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$18.6K
|
-$3.63K
|
2
|
0%
|
Reduced
|
|
|
1988
|
Paradigm Asset Management
New York
|
$18.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1989
|
Union Savings Bank
Litchfield,
Connecticut
|
$17.9K
|
-$11.7K
|
1
|
0.01%
|
Reduced
|
|
|
1990
|
Fairscale Capital
Nashua,
New Hampshire
|
$17.6K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1991
|
North Capital
Salt Lake City,
Utah
|
$17.4K
|
+$20.7K
|
1
|
0.02%
|
New
|
|
|
1992
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$16.9K
|
+$23.7K
|
1
|
0%
|
New
|
|
|
1993
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$16.3K
|
-$37K
|
1
|
0%
|
Reduced
|
|
|
1994
|
Park Circle Company
Baltimore,
Maryland
|
$16.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1995
|
Curio Wealth
Annapolis,
Maryland
|
$15.4K
|
-$13.9K
|
1
|
0.01%
|
Reduced
|
|
|
1996
|
Whipplewood Advisors
Littleton,
Colorado
|
$15.2K
|
+$49.7K
|
1
|
0.01%
|
Increased
|
|
|
1997
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$15K
|
+$242
|
1
|
0.01%
|
Increased
|
|
|
1998
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$14.9K
|
+$3.9K
|
1
|
0%
|
Increased
|
|
|
1999
|
First Community Trust
Dubuque,
Iowa
|
$14.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
Oakworth Capital
Birmingham,
Alabama
|
$14.1K
|
-$99.3K
|
1
|
0%
|
Reduced
|
|