|
1976
|
GW&K Investment Management
Boston,
Massachusetts
|
$112K
|
+$9.94K
|
2
|
0%
|
Increased
|
|
|
1977
|
Hoey Investments
Coatesville,
Pennsylvania
|
$112K
|
+$3.73K
|
2
|
0.01%
|
Increased
|
|
|
1978
|
MCF Advisors
Covington,
Kentucky
|
$111K
|
+$14.2K
|
3
|
0.01%
|
Increased
|
|
|
1979
|
Rexford Capital
Bellaire,
Texas
|
$111K
|
+$8.46K
|
1
|
0.09%
|
Increased
|
|
|
1980
|
Bayforest Capital
London,
United Kingdom
|
$110K
|
-$240K
|
1
|
0.05%
|
Reduced
|
|
|
1981
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$104K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1982
|
Estabrook Capital Management
New York
|
$102K
|
-$33.9K
|
1
|
0.01%
|
Reduced
|
|
|
1983
|
Tripletail Wealth Management
Orlando,
Florida
|
$102K
|
+$96.4K
|
2
|
0.12%
|
New
|
|
|
1984
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$101K
|
+$106K
|
2
|
0.01%
|
New
|
|
|
1985
|
Sava Infond
Maribor,
Slovenia
|
$101K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1986
|
Gould Capital
Tacoma,
Washington
|
$100K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1987
|
Financial Consulate
Hunt Valley,
Maryland
|
$100K
|
+$103K
|
2
|
0.01%
|
New
|
|
|
1988
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$99.4K
|
-$301K
|
2
|
0.03%
|
Reduced
|
|
|
1989
|
Raleigh Capital Management
Cary,
North Carolina
|
$98.4K
|
-$6.7K
|
1
|
0.04%
|
Reduced
|
|
|
1990
|
LRI Investments
Palm Beach Gardens,
Florida
|
$97.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$96K
|
+$25.4K
|
2
|
0.02%
|
Increased
|
|
|
1992
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$95.8K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1993
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$95.5K
|
+$4.51K
|
2
|
0.01%
|
Increased
|
|
|
1994
|
Addison Advisors
Middlebury,
Vermont
|
$93.6K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1995
|
FSA Wealth Management
Needham,
Massachusetts
|
$93K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1996
|
First Command Advisory Services
Fort Worth,
Texas
|
$92.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
Perkins Coie Trust Company
Seattle,
Washington
|
$90.8K
|
-$580
|
2
|
0.02%
|
Reduced
|
|
|
1998
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$87.8K
|
-$4.87K
|
3
|
0.04%
|
Reduced
|
|
|
1999
|
Bank & Trust Company
Litchfield,
Illinois
|
$85K
|
-$3.52K
|
1
|
0.06%
|
Reduced
|
|
|
2000
|
First Pacific Financial
Vancouver,
Washington
|
$84.5K
|
-$17.3K
|
1
|
0.01%
|
Reduced
|
|