|
1976
|
Lynch & Associates
Newburgh,
Indiana
|
$295K
|
-$44.8K
|
1
|
0.06%
|
Reduced
|
|
|
1977
|
Westside Investment Management
Santa Monica,
California
|
$295K
|
+$30.3K
|
2
|
0.05%
|
Increased
|
|
|
1978
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$295K
|
+$6.66K
|
1
|
0.1%
|
Increased
|
|
|
1979
|
Prosperity Wealth Management
San Ramon,
California
|
$294K
|
+$290K
|
1
|
0.1%
|
New
|
|
|
1980
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$293K
|
+$299K
|
1
|
0.02%
|
New
|
|
|
1981
|
Coyle Financial Counsel
Glenview,
Illinois
|
$293K
|
+$39.4K
|
1
|
0.07%
|
Increased
|
|
|
1982
|
Huntleigh Advisors
St. Louis,
Missouri
|
$293K
|
-$6.66K
|
1
|
0.05%
|
Reduced
|
|
|
1983
|
Dopkins Wealth Management
Williamsville,
New York
|
$293K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1984
|
GM Advisory Group
Melville,
New York
|
$291K
|
+$287K
|
1
|
0.01%
|
New
|
|
|
1985
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$291K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1986
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$291K
|
-$56.3K
|
1
|
0.1%
|
Reduced
|
|
|
1987
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$291K
|
-$5.45K
|
1
|
0.07%
|
Reduced
|
|
|
1988
|
Canopy Partners
Cincinnati,
Ohio
|
$290K
|
+$40.6K
|
1
|
0.1%
|
Increased
|
|
|
1989
|
First Dallas Securities
Dallas,
Texas
|
$290K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1990
|
Requisite Capital Management
Dallas,
Texas
|
$290K
|
+$285K
|
1
|
0.05%
|
New
|
|
|
1991
|
Aprio Wealth Management
Atlanta,
Georgia
|
$290K
|
-$37K
|
1
|
0.03%
|
Reduced
|
|
|
1992
|
Nadler Financial Group
Deerfield,
Illinois
|
$289K
|
-$606
|
1
|
0.03%
|
Reduced
|
|
|
1993
|
Summit Securities Group
New York
|
$289K
|
+$173K
|
1
|
0.06%
|
Increased
|
|
|
1994
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$289K
|
-$18.2K
|
1
|
0.05%
|
Reduced
|
|
|
1995
|
Sunpointe
St. Louis,
Missouri
|
$288K
|
-$30.3K
|
1
|
0.1%
|
Reduced
|
|
|
1996
|
Ring Mountain Capital
Tiburon,
California
|
$288K
|
+$24.2K
|
1
|
0.16%
|
Increased
|
|
|
1997
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$288K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1998
|
Fort Henry Capital
Wheeling,
West Virginia
|
$288K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1999
|
Hilltop National Bank
Casper,
Wyoming
|
$287K
|
+$106K
|
1
|
0.07%
|
Increased
|
|
|
2000
|
Univest Financial
Souderton,
Pennsylvania
|
$287K
|
-$142K
|
1
|
0.02%
|
Reduced
|
|