|
1976
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$63K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1977
|
West Branch Capital
Amherst,
Massachusetts
|
$63K
|
+$68.2K
|
2
|
0.03%
|
New
|
|
|
1978
|
Country Trust Bank
Bloomington,
Illinois
|
$60K
|
+$12.5K
|
2
|
0%
|
Increased
|
|
|
1979
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$58K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1980
|
Johnson Midwest Financial
Glidden,
Iowa
|
$57K
|
+$53.9K
|
1
|
0.06%
|
Increased
|
|
|
1981
|
Asset Dedication LLC
San Francisco,
California
|
$54K
|
+$29K
|
4
|
0.01%
|
Increased
|
|
|
1982
|
Ninety One
Cape Town,
South Africa
|
$54K
|
-$6.81K
|
1
|
0.02%
|
Reduced
|
|
|
1983
|
Tucker Asset Management
Littleton,
Colorado
|
$53.4K
|
+$6.51K
|
2
|
0.02%
|
Increased
|
|
|
1984
|
|
$53K
|
+$14.9K
|
1
|
0%
|
Increased
|
|
|
1985
|
Exane Derivatives
Paris,
France
|
$52.5K
|
+$37.6K
|
5
|
0.01%
|
Increased
|
|
|
1986
|
Tarbox Family Office
Newport Beach,
California
|
$52K
|
$0
|
5
|
0.01%
|
Maintained
|
|
|
1987
|
Gemmer Asset Management
Walnut Creek,
California
|
$51K
|
+$15.1K
|
8
|
0.01%
|
Increased
|
|
|
1988
|
|
$49K
|
-$440K
|
2
|
0%
|
Reduced
|
|
|
1989
|
Private Ocean
San Rafael,
California
|
$49K
|
-$2.07K
|
2
|
0.01%
|
Reduced
|
|
|
1990
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$48K
|
$0
|
5
|
0.01%
|
Maintained
|
|
|
1991
|
ADE LLC
Baltimore,
Maryland
|
$47K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1992
|
Financial Insights
Tacoma,
Washington
|
$46.8K
|
+$47K
|
1
|
0.04%
|
New
|
|
|
1993
|
Lenox Wealth Advisors
New York
|
$46K
|
-$15.5K
|
5
|
0.01%
|
Reduced
|
|
|
1994
|
St. Johns Investment Management
Jacksonville,
Florida
|
$46K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1995
|
Mather Group
Chicago,
Illinois
|
$45K
|
+$238
|
1
|
0%
|
Increased
|
|
|
1996
|
Dimension Capital Management
Coral Gables,
Florida
|
$44K
|
-$6.4K
|
1
|
0.01%
|
Reduced
|
|
|
1997
|
Lake Point Wealth Management
Rockwall,
Texas
|
$44K
|
+$44.7K
|
3
|
0.02%
|
New
|
|
|
1998
|
Leelyn Smith
Geneva,
Illinois
|
$44K
|
-$143K
|
1
|
0.01%
|
Reduced
|
|
|
1999
|
West Financial Advisors
Des Moines,
Iowa
|
$43K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$40K
|
+$40.4K
|
2
|
0.01%
|
New
|
|