|
1976
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$137K
|
+$10.1K
|
1
|
0.61%
|
Increased
|
|
|
1977
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$135K
|
+$57.3K
|
2
|
0.01%
|
Increased
|
|
|
1978
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$134K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1979
|
Sachetta
Lynnfield,
Massachusetts
|
$132K
|
+$5.47K
|
2
|
0.05%
|
Increased
|
|
|
1980
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$129K
|
+$18.3K
|
1
|
0.04%
|
Increased
|
|
|
1981
|
Bruce G. Allen Investments
Denver,
Colorado
|
$127K
|
-$140
|
2
|
0.1%
|
Reduced
|
|
|
1982
|
Avalon Trust
Santa Fe,
New Mexico
|
$127K
|
-$17.3K
|
1
|
0.01%
|
Reduced
|
|
|
1983
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$127K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1984
|
Novem Group
Rochester,
New York
|
$127K
|
+$84.6K
|
1
|
0.02%
|
New
|
|
|
1985
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$125K
|
+$6.85K
|
1
|
0.03%
|
Increased
|
|
|
1986
|
NKCFO LLC
Geneva,
Illinois
|
$123K
|
+$81.8K
|
1
|
0.05%
|
New
|
|
|
1987
|
City State Bank
Norwalk,
Iowa
|
$122K
|
+$22.2K
|
2
|
0.04%
|
Increased
|
|
|
1988
|
SJS Investment Consulting
Sylvania,
Ohio
|
$122K
|
+$4.21K
|
2
|
0.02%
|
Increased
|
|
|
1989
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$121K
|
+$60.2K
|
2
|
0.01%
|
Increased
|
|
|
1990
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$120K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1991
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$119K
|
+$9.09K
|
2
|
0.1%
|
Increased
|
|
|
1992
|
Raleigh Capital Management
Cary,
North Carolina
|
$116K
|
+$15.9K
|
1
|
0.05%
|
Increased
|
|
|
1993
|
Rexford Capital
Bellaire,
Texas
|
$114K
|
+$105K
|
1
|
0.09%
|
New
|
|
|
1994
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$113K
|
-$1.61K
|
2
|
0.02%
|
Reduced
|
|
|
1995
|
Hoey Investments
Coatesville,
Pennsylvania
|
$112K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1996
|
First Pacific Financial
Vancouver,
Washington
|
$112K
|
+$93.2K
|
1
|
0.02%
|
Increased
|
|
|
1997
|
Sava Infond
Maribor,
Slovenia
|
$111K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1998
|
GW&K Investment Management
Boston,
Massachusetts
|
$110K
|
+$42K
|
2
|
0%
|
Increased
|
|
|
1999
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$109K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2000
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$108K
|
$0
|
1
|
0.06%
|
Maintained
|
|