|
1976
|
West Family Investments
Carlsbad,
California
|
$230K
|
+$218K
|
1
|
0.07%
|
New
|
|
|
1977
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$229K
|
+$217K
|
1
|
0.01%
|
New
|
|
|
1978
|
Balance Wealth
Delaware,
Ohio
|
$229K
|
+$217K
|
1
|
0.06%
|
New
|
|
|
1979
|
American Financial Advisors
Marietta,
Georgia
|
$229K
|
+$210K
|
1
|
0.03%
|
New
|
|
|
1980
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$229K
|
-$134K
|
1
|
0.15%
|
Reduced
|
|
|
1981
|
Graticule Asia Macro Advisors
New York
|
$228K
|
+$303K
|
1
|
0.02%
|
New
|
|
|
1982
|
Meridiem Investment Management
London,
United Kingdom
|
$228K
|
-$68.4K
|
1
|
0.01%
|
Reduced
|
|
|
1983
|
MCF Advisors
Covington,
Kentucky
|
$228K
|
-$28.6K
|
2
|
0.01%
|
Reduced
|
|
|
1984
|
WT Wealth Management
Scottsdale,
Arizona
|
$228K
|
-$61.5K
|
1
|
0.06%
|
Reduced
|
|
|
1985
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
$227K
|
+$215K
|
1
|
0.17%
|
New
|
|
|
1986
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$226K
|
+$215K
|
1
|
0.12%
|
New
|
|
|
1987
|
Matters Capital
Miami,
Florida
|
$226K
|
+$215K
|
1
|
0.16%
|
New
|
|
|
1988
|
Palumbo Wealth Management
Great Neck,
New York
|
$226K
|
+$215K
|
1
|
0.05%
|
New
|
|
|
1989
|
LRI Investments
Palm Beach Gardens,
Florida
|
$226K
|
+$32.7K
|
5
|
0.02%
|
Increased
|
|
|
1990
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$225K
|
+$185K
|
1
|
0.03%
|
New
|
|
|
1991
|
One Day In July LLC
Burlington,
Vermont
|
$225K
|
+$213K
|
1
|
0.02%
|
New
|
|
|
1992
|
Sweeney & Michel
Chico,
California
|
$224K
|
+$228K
|
1
|
0.06%
|
New
|
|
|
1993
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$223K
|
+$205K
|
1
|
0%
|
New
|
|
|
1994
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$223K
|
-$68.4K
|
1
|
0.11%
|
Reduced
|
|
|
1995
|
Howard Wealth Management
Madison,
Connecticut
|
$222K
|
+$204K
|
1
|
0.08%
|
New
|
|
|
1996
|
Y.D. More Investments
Ramat Gan,
Israel
|
$222K
|
+$407K
|
1
|
0.01%
|
Increased
|
|
|
1997
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$221K
|
+$210K
|
1
|
0.08%
|
New
|
|
|
1998
|
Napier Financial
Braintree,
Massachusetts
|
$221K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1999
|
TPG Financial Advisors
Portland,
Oregon
|
$220K
|
+$195K
|
1
|
0.07%
|
New
|
|
|
2000
|
Levin Capital Strategies
New York
|
$220K
|
+$209K
|
1
|
0.01%
|
New
|
|