|
1976
|
MCF Advisors
Covington,
Kentucky
|
$132K
|
+$33.2K
|
3
|
0.03%
|
Increased
|
|
|
1977
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$131K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1978
|
Westside Investment Management
Santa Monica,
California
|
$127K
|
+$123K
|
9
|
0.09%
|
New
|
|
|
1979
|
Baystate Wealth Management
Boston,
Massachusetts
|
$126K
|
+$122K
|
5
|
0.03%
|
New
|
|
|
1980
|
Strategic Global Advisors
Newport Beach,
California
|
$126K
|
+$132K
|
1
|
0.05%
|
New
|
|
|
1981
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$123K
|
+$101K
|
6
|
0.06%
|
Increased
|
|
|
1982
|
First Command Bank
Fort Worth,
Texas
|
$123K
|
+$120K
|
5
|
0.1%
|
New
|
|
|
1983
|
First Command Financial Services
Fort Worth,
Texas
|
$123K
|
+$120K
|
5
|
0.1%
|
New
|
|
|
1984
|
American Research & Management Company
Marion,
Massachusetts
|
$120K
|
+$1.71K
|
6
|
0.04%
|
Increased
|
|
|
1985
|
Omnia Family Wealth
Aventura,
Florida
|
$116K
|
+$116K
|
7
|
0.06%
|
New
|
|
|
1986
|
Americafirst Capital Management
Roseville,
California
|
$115K
|
-$245K
|
1
|
0.12%
|
Reduced
|
|
|
1987
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$113K
|
+$98.7K
|
5
|
0.15%
|
New
|
|
|
1988
|
Close Asset Management
London,
United Kingdom
|
$112K
|
+$111K
|
2
|
0.02%
|
New
|
|
|
1989
|
Israel Discount Bank of New York
New York
|
$107K
|
+$105K
|
3
|
0.1%
|
New
|
|
|
1990
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$104K
|
-$472K
|
5
|
0.03%
|
Reduced
|
|
|
1991
|
Gilder Gagnon Howe & Co
New York
|
$103K
|
+$105K
|
1
|
0%
|
New
|
|
|
1992
|
Raffa Wealth Management
Washington,
District of Columbia
|
$102K
|
-$121
|
10
|
0.05%
|
Reduced
|
|
|
1993
|
Capital International Inc
Los Angeles,
California
|
$97K
|
-$93.6K
|
1
|
0.01%
|
Reduced
|
|
|
1994
|
Arxis Securities
New York
|
$96K
|
+$101K
|
1
|
0.13%
|
New
|
|
|
1995
|
Friess Associates
Greenville,
Delaware
|
$94K
|
+$93K
|
1
|
0.01%
|
New
|
|
|
1996
|
Hoertkorn Richard Charles
|
$93K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1997
|
Asset Dedication LLC
San Francisco,
California
|
$89K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1998
|
Central Bank & Trust
Lexington,
Kentucky
|
$88K
|
-$3.33K
|
3
|
0.02%
|
Reduced
|
|
|
1999
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$87K
|
+$3.63K
|
1
|
0.01%
|
Increased
|
|
|
2000
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$85K
|
$0
|
1
|
0.05%
|
Maintained
|
|