|
1976
|
CenturyLink Investment Management
Denver,
Colorado
|
$62K
|
-$5.79K
|
1
|
0.02%
|
Reduced
|
|
|
1977
|
|
$61K
|
+$70.2K
|
1
|
0.23%
|
New
|
|
|
1978
|
Syntal Capital Partners
Midland,
Texas
|
$58K
|
+$57.3K
|
1
|
0.03%
|
New
|
|
|
1979
|
Shamrock Asset Management
Dallas,
Texas
|
$56K
|
+$55K
|
2
|
0.02%
|
New
|
|
|
1980
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$55K
|
+$54.8K
|
1
|
0.01%
|
New
|
|
|
1981
|
Integrated Wealth Counsel
Carmel,
California
|
$54K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1982
|
Spectrum Management Group
Indianapolis,
Indiana
|
$54K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1983
|
LBA Wealth Management
Jacksonville,
Florida
|
$50K
|
-$9.68K
|
3
|
0.04%
|
Reduced
|
|
|
1984
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$50K
|
-$5K
|
2
|
0.02%
|
Reduced
|
|
|
1985
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$48K
|
+$118
|
2
|
0.03%
|
Increased
|
|
|
1986
|
Holt Capital Partners
Fort Worth,
Texas
|
$48K
|
+$46.1K
|
1
|
0.03%
|
New
|
|
|
1987
|
Springbank Value Partners
Hampton Bays,
New York
|
$45K
|
+$47.4K
|
1
|
0.08%
|
New
|
|
|
1988
|
Value Holdings Management Company
Hampton Bays,
New York
|
$45K
|
+$47.4K
|
1
|
0.03%
|
New
|
|
|
1989
|
First Washington Corp
Seattle,
Washington
|
$39K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1990
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$37K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1991
|
Madden Advisory Services
Jacksonville,
Florida
|
$37K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1992
|
Lenox Wealth Advisors
New York
|
$34K
|
+$4.76K
|
2
|
0.02%
|
Increased
|
|
|
1993
|
CFS LLC
Oklahoma City,
Oklahoma
|
$31K
|
-$1K
|
1
|
0.03%
|
Reduced
|
|
|
1994
|
Parasol Investment Management
Westmont,
Illinois
|
$30K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1995
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$29K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1996
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$29K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1997
|
Flow Traders U.S.
New York
|
$28K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1998
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27K
|
+$25.8K
|
1
|
0.01%
|
New
|
|
|
1999
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$27K
|
+$118
|
1
|
0.02%
|
Increased
|
|
|
2000
|
Garrison Bradford & Associates
New York
|
$26K
|
-$15.8K
|
1
|
0.03%
|
Reduced
|
|