|
1976
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$51K
|
+$21.2K
|
5
|
0.01%
|
Increased
|
|
|
1977
|
Private Ocean
San Rafael,
California
|
$49K
|
+$34.7K
|
3
|
0.01%
|
Increased
|
|
|
1978
|
ADE LLC
Baltimore,
Maryland
|
$46K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1979
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$46K
|
+$45.1K
|
1
|
0.02%
|
New
|
|
|
1980
|
Horan Securities
Cincinnati,
United States
|
$46K
|
+$33.5K
|
2
|
0.04%
|
Increased
|
|
|
1981
|
Arlington Partners
Birmingham,
Alabama
|
$45K
|
+$46.9K
|
1
|
0.02%
|
New
|
|
|
1982
|
Enterprise Trust & Investment
Los Gatos,
California
|
$43K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1983
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$43K
|
+$9.35K
|
4
|
0.01%
|
Increased
|
|
|
1984
|
St. Johns Investment Management
Jacksonville,
Florida
|
$43K
|
+$20.1K
|
2
|
0.02%
|
Increased
|
|
|
1985
|
WealthShield Partners
Cary,
North Carolina
|
$43K
|
-$263K
|
4
|
0.01%
|
Reduced
|
|
|
1986
|
CVA Family Office
Denver,
Colorado
|
$42K
|
+$24.7K
|
3
|
0.02%
|
Increased
|
|
|
1987
|
Pacifica Partners
Surrey,
Canada
|
$42K
|
-$2.64K
|
2
|
0.03%
|
Reduced
|
|
|
1988
|
Country Trust Bank
Bloomington,
Illinois
|
$41K
|
-$8.18K
|
1
|
0%
|
Reduced
|
|
|
1989
|
Dimension Capital Management
Coral Gables,
Florida
|
$41K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1990
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$41K
|
+$1.64K
|
5
|
0.01%
|
Increased
|
|
|
1991
|
Tucker Asset Management
Littleton,
Colorado
|
$40.1K
|
+$1.35K
|
2
|
0.02%
|
Increased
|
|
|
1992
|
Front Street Capital Management
Missoula,
Montana
|
$40K
|
+$13.2K
|
1
|
0.01%
|
Increased
|
|
|
1993
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$38K
|
+$10.6K
|
4
|
0.01%
|
Increased
|
|
|
1994
|
IMA Advisory Services
Denver,
Colorado
|
$38K
|
-$76.4K
|
2
|
0.01%
|
Reduced
|
|
|
1995
|
Atwood & Palmer
Kansas City,
Missouri
|
$37K
|
+$37K
|
3
|
0%
|
Increased
|
|
|
1996
|
NVWM LLC
Yardley,
Pennsylvania
|
$37K
|
+$26.4K
|
2
|
0.01%
|
Increased
|
|
|
1997
|
West Financial Advisors
Des Moines,
Iowa
|
$37K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1998
|
Enlightenment Research
Miami,
Florida
|
$36K
|
-$38.1K
|
1
|
0.04%
|
Reduced
|
|
|
1999
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$36K
|
-$257K
|
1
|
0%
|
Reduced
|
|
|
2000
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$36K
|
-$73
|
3
|
0%
|
Reduced
|
|