|
1976
|
Tortoise Investment Management
White Plains,
New York
|
$85K
|
+$74.3K
|
4
|
0.04%
|
Increased
|
|
|
1977
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$84K
|
+$5.12K
|
2
|
0.25%
|
Increased
|
|
|
1978
|
ACG Wealth
Atlanta,
Georgia
|
$81K
|
+$36.7K
|
1
|
0.02%
|
Increased
|
|
|
1979
|
Visionary Asset Management
Houston,
Texas
|
$79K
|
+$79.3K
|
4
|
0.02%
|
New
|
|
|
1980
|
John G. Ullman & Associates
Corning,
New York
|
$69K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1981
|
Elite Wealth Management
Kirkland,
Washington
|
$67K
|
-$14K
|
7
|
0.07%
|
Reduced
|
|
|
1982
|
McRae Capital Management
Morristown,
New Jersey
|
$67K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1983
|
CenturyLink Investment Management
Denver,
Colorado
|
$65K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1984
|
Fore Research & Management
New York
|
$62K
|
+$53.9K
|
1
|
0%
|
New
|
|
|
1985
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$61K
|
+$22.3K
|
4
|
0.03%
|
Increased
|
|
|
1986
|
Spectrum Management Group
Indianapolis,
Indiana
|
$59K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1987
|
Integrated Wealth Counsel
Carmel,
California
|
$56K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1988
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$56K
|
+$25.2K
|
1
|
0.04%
|
Increased
|
|
|
1989
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$56K
|
-$95.1K
|
2
|
0.02%
|
Reduced
|
|
|
1990
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$55K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1991
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$55K
|
-$12.4K
|
2
|
0.03%
|
Reduced
|
|
|
1992
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$52K
|
+$206
|
2
|
0.03%
|
Increased
|
|
|
1993
|
LBA Wealth Management
Jacksonville,
Florida
|
$52K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1994
|
Shamrock Asset Management
Dallas,
Texas
|
$48K
|
-$7.66K
|
2
|
0.01%
|
Reduced
|
|
|
1995
|
Holt Capital Partners
Fort Worth,
Texas
|
$45K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1996
|
First Washington Corp
Seattle,
Washington
|
$40K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1997
|
Madden Advisory Services
Jacksonville,
Florida
|
$40K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1998
|
Solaris Asset Management
New York
|
$38K
|
+$35.7K
|
1
|
0.02%
|
New
|
|
|
1999
|
Bouchey Financial Group
Troy,
New York
|
$35K
|
+$14.7K
|
1
|
0.02%
|
Increased
|
|
|
2000
|
Lenox Wealth Advisors
New York
|
$34K
|
$0
|
2
|
0.02%
|
Maintained
|
|