|
1976
|
Asset Dedication LLC
San Francisco,
California
|
$63.1K
|
+$3.82K
|
3
|
0%
|
Increased
|
|
|
1977
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$63K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1978
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$62.5K
|
-$41.9K
|
3
|
0%
|
Reduced
|
|
|
1979
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$59.9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1980
|
Winnow Wealth
Waco,
Texas
|
$59.6K
|
+$63.6K
|
2
|
0.05%
|
New
|
|
|
1981
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$58.9K
|
+$55.5K
|
2
|
0.01%
|
New
|
|
|
1982
|
Clark Wealth Partners
O'fallon,
Illinois
|
$57.7K
|
-$7.8K
|
3
|
0.04%
|
Reduced
|
|
|
1983
|
First Community Trust
Dubuque,
Iowa
|
$57.3K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1984
|
Penserra Capital Management
Orinda,
California
|
$57K
|
-$66.6K
|
5
|
0%
|
Reduced
|
|
|
1985
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$56.7K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1986
|
E Fund Management (HK)
Central,
Hong Kong
|
$55.4K
|
+$32.5K
|
1
|
0.03%
|
Increased
|
|
|
1987
|
Binnacle Investments
Urbandale,
Iowa
|
$54.3K
|
-$9.95K
|
3
|
0.03%
|
Reduced
|
|
|
1988
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$54K
|
+$5.55K
|
4
|
0.02%
|
Increased
|
|
|
1989
|
MV Capital Management
Bethesda,
Maryland
|
$53.5K
|
+$250
|
5
|
0.01%
|
Increased
|
|
|
1990
|
Fortitude Family Office
Scottsdale,
Arizona
|
$53.3K
|
+$3.17K
|
10
|
0.01%
|
Increased
|
|
|
1991
|
Frazier Financial Advisors
Columbus,
Ohio
|
$51.4K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1992
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$50.1K
|
-$80.5K
|
1
|
0.03%
|
Reduced
|
|
|
1993
|
GoalVest Advisory
New York
|
$49.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1994
|
Riverview Trust Company
Vancouver,
Washington
|
$49.4K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1995
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$47.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1996
|
Rialto Wealth Management
Syracuse,
New York
|
$46.7K
|
-$9.66K
|
8
|
0.01%
|
Reduced
|
|
|
1997
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$45.4K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1998
|
Private Wealth Management Group
Princeton,
New Jersey
|
$44.2K
|
-$974
|
6
|
0.01%
|
Reduced
|
|
|
1999
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$42.7K
|
-$2.36K
|
3
|
0.03%
|
Reduced
|
|
|
2000
|
McIlrath & Eck
Arlington,
Washington
|
$41.7K
|
+$12.8K
|
2
|
0%
|
Increased
|
|