|
1976
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$219K
|
+$181K
|
1
|
0.18%
|
New
|
|
|
1977
|
Jeereddi Investments
Los Angeles,
California
|
$219K
|
+$198K
|
1
|
0.21%
|
New
|
|
|
1978
|
Loveless Wealth Management
Billings,
Montana
|
$219K
|
+$181K
|
1
|
0.18%
|
New
|
|
|
1979
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$219K
|
+$200K
|
1
|
0.04%
|
New
|
|
|
1980
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$219K
|
+$181K
|
1
|
0.11%
|
New
|
|
|
1981
|
Ascension Capital Advisors
Houston,
Texas
|
$218K
|
+$208K
|
1
|
0.17%
|
New
|
|
|
1982
|
Atlas Brown
Louisville,
Kentucky
|
$218K
|
+$180K
|
1
|
0.13%
|
New
|
|
|
1983
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$218K
|
-$167K
|
1
|
0.07%
|
Reduced
|
|
|
1984
|
Independence Advisors
Wayne,
Pennsylvania
|
$218K
|
+$180K
|
1
|
0.05%
|
New
|
|
|
1985
|
Benin Management Corp
Wilton,
Connecticut
|
$217K
|
+$179K
|
1
|
0.1%
|
New
|
|
|
1986
|
Carlson Capital Management
Northfield,
Minnesota
|
$217K
|
+$179K
|
1
|
0.05%
|
New
|
|
|
1987
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$217K
|
+$179K
|
1
|
0%
|
New
|
|
|
1988
|
Wealthspire Advisors (New York)
New York
|
$217K
|
+$179K
|
1
|
0.01%
|
New
|
|
|
1989
|
Montecito Bank & Trust
Santa Barbara,
California
|
$216K
|
-$377K
|
1
|
0.06%
|
Reduced
|
|
|
1990
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$216K
|
+$179K
|
1
|
0.13%
|
New
|
|
|
1991
|
Check Capital Management
Costa Mesa,
California
|
$215K
|
+$177K
|
1
|
0.01%
|
New
|
|
|
1992
|
Litman Gregory Wealth Management
Larkspur,
California
|
$215K
|
-$53.1K
|
1
|
0.04%
|
Reduced
|
|
|
1993
|
Mairs & Power Inc
St Paul,
Minnesota
|
$215K
|
+$177K
|
1
|
0%
|
New
|
|
|
1994
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$215K
|
+$177K
|
1
|
0.06%
|
New
|
|
|
1995
|
Portfolio Solutions
Royal Oak,
Michigan
|
$215K
|
+$177K
|
1
|
0.03%
|
New
|
|
|
1996
|
Probity Advisors
Dallas,
Texas
|
$215K
|
+$177K
|
1
|
0.06%
|
New
|
|
|
1997
|
Sawyer & Company
Boston,
Massachusetts
|
$215K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1998
|
SOL Capital Management
Rockville,
Maryland
|
$215K
|
+$177K
|
1
|
0.06%
|
New
|
|
|
1999
|
Vision Capital Management
Portland,
Oregon
|
$215K
|
+$177K
|
1
|
0.05%
|
New
|
|
|
2000
|
WealthOne
Albany,
New York
|
$215K
|
+$177K
|
1
|
0.12%
|
New
|
|