|
1976
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$129K
|
-$129K
|
1
|
0.03%
|
Reduced
|
|
|
1977
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$128K
|
+$39.8K
|
2
|
0.02%
|
Increased
|
|
|
1978
|
Purpose Unlimited Inc
Toronto,
|
$128K
|
-$131K
|
1
|
0%
|
Reduced
|
|
|
1979
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$126K
|
-$128K
|
1
|
0.02%
|
Reduced
|
|
|
1980
|
J. Safra Asset Management
New York
|
$125K
|
-$134K
|
1
|
0.01%
|
Reduced
|
|
|
1981
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$124K
|
-$68.5K
|
1
|
0.01%
|
Reduced
|
|
|
1982
|
Fountainhead AM
Warren,
New Jersey
|
$123K
|
-$46.6K
|
1
|
0.09%
|
Reduced
|
|
|
1983
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$122K
|
-$122K
|
1
|
0.04%
|
Reduced
|
|
|
1984
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$121K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1985
|
Vega Investment Solutions
Paris,
France
|
$120K
|
+$71.7K
|
2
|
0.02%
|
Increased
|
|
|
1986
|
Orion Capital Management
Coronado,
California
|
$119K
|
-$119K
|
1
|
0.04%
|
Reduced
|
|
|
1987
|
Hara Capital
Bellevue,
Washington
|
$118K
|
-$118K
|
1
|
0.06%
|
Reduced
|
|
|
1988
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$118K
|
-$117K
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
TFC Financial Management
Boston,
Massachusetts
|
$117K
|
-$26.1K
|
1
|
0.01%
|
Reduced
|
|
|
1990
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$114K
|
-$189K
|
1
|
0.06%
|
Reduced
|
|
|
1991
|
Banque Transatlantique
Paris,
France
|
$114K
|
-$114K
|
1
|
0%
|
Reduced
|
|
|
1992
|
AXS Investments
Port Chester,
New York
|
$113K
|
-$178K
|
1
|
0.03%
|
Reduced
|
|
|
1993
|
Park National Corp
Newark,
Ohio
|
$113K
|
-$2.12M
|
1
|
0%
|
Reduced
|
|
|
1994
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$112K
|
-$179K
|
1
|
0.08%
|
Reduced
|
|
|
1995
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$112K
|
-$105K
|
2
|
0.01%
|
Reduced
|
|
|
1996
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$111K
|
+$77.9K
|
1
|
0.01%
|
Increased
|
|
|
1997
|
LifeSteps Financial
Claremont,
California
|
$109K
|
+$109K
|
1
|
0.05%
|
New
|
|
|
1998
|
Essential Partners
Rancho Santa Fe,
California
|
$108K
|
-$134K
|
2
|
0.05%
|
Reduced
|
|
|
1999
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$107K
|
-$40.2K
|
1
|
0.02%
|
Reduced
|
|
|
2000
|
Silver Grove Financial Group
Orchard Park,
New York
|
$107K
|
+$24.8K
|
2
|
0.06%
|
Increased
|
|