|
1976
|
Kings Path Partners
Sugar Land,
Texas
|
$1.32M
|
+$140K
|
4
|
0.35%
|
Increased
|
|
|
1977
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$1.32M
|
-$109K
|
1
|
0.33%
|
Reduced
|
|
|
1978
|
Kingdom Financial Group
Peoria,
Arizona
|
$1.32M
|
+$114K
|
8
|
0.34%
|
Increased
|
|
|
1979
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.32M
|
+$161K
|
2
|
0.33%
|
Increased
|
|
|
1980
|
High Note Wealth
Deephaven,
Minnesota
|
$1.32M
|
-$169K
|
16
|
0.22%
|
Reduced
|
|
|
1981
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.32M
|
-$624K
|
2
|
0.07%
|
Reduced
|
|
|
1982
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$1.31M
|
-$438K
|
3
|
0.86%
|
Reduced
|
|
|
1983
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.31M
|
+$695K
|
3
|
0.05%
|
Increased
|
|
|
1984
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.31M
|
-$59.6K
|
2
|
0.05%
|
Reduced
|
|
|
1985
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$1.31M
|
-$256K
|
2
|
0.59%
|
Reduced
|
|
|
1986
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$1.3M
|
-$3.14M
|
5
|
0.01%
|
Reduced
|
|
|
1987
|
Edgewood Management
Greenwich,
Connecticut
|
$1.3M
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1988
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$1.3M
|
-$67.3K
|
1
|
0.22%
|
Reduced
|
|
|
1989
|
Revisor Wealth Management
Akron,
Ohio
|
$1.3M
|
+$55.6K
|
3
|
0.31%
|
Increased
|
|
|
1990
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.3M
|
-$18.7K
|
1
|
0.07%
|
Reduced
|
|
|
1991
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.29M
|
+$207K
|
2
|
0.27%
|
Increased
|
|
|
1992
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.29M
|
-$39.2K
|
2
|
0.03%
|
Reduced
|
|
|
1993
|
Legacy Edge Advisors
Syosset,
New York
|
$1.29M
|
+$58.8K
|
2
|
0.12%
|
Increased
|
|
|
1994
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.28M
|
-$149K
|
2
|
0.06%
|
Reduced
|
|
|
1995
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.27M
|
+$1.24M
|
1
|
0.88%
|
New
|
|
|
1996
|
Mustico Financial Group
Elmira,
New York
|
$1.27M
|
+$78.5K
|
1
|
0.83%
|
Increased
|
|
|
1997
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$1.27M
|
-$489K
|
3
|
0.24%
|
Reduced
|
|
|
1998
|
Circle Wealth Management
Summit,
New Jersey
|
$1.26M
|
-$2.84K
|
2
|
0.02%
|
Reduced
|
|
|
1999
|
Kelleher Financial Advisors
New York
|
$1.26M
|
+$546K
|
7
|
0.18%
|
Increased
|
|
|
2000
|
Canal Insurance Company
Greenville,
South Carolina
|
$1.26M
|
$0
|
1
|
0.28%
|
Maintained
|
|