|
1976
|
Capital International Inc
Los Angeles,
California
|
$123K
|
+$13.7K
|
1
|
0.01%
|
Increased
|
|
|
1977
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$115K
|
+$1.62K
|
1
|
0.06%
|
Increased
|
|
|
1978
|
Millie Capital Management
Walnut Creek,
California
|
$110K
|
+$117K
|
1
|
0.11%
|
New
|
|
|
1979
|
Holt Capital Partners
Fort Worth,
Texas
|
$109K
|
-$1.24M
|
2
|
0.05%
|
Reduced
|
|
|
1980
|
Capital Innovations
Pewaukee,
Wisconsin
|
$108K
|
-$1.37M
|
1
|
0.1%
|
Reduced
|
|
|
1981
|
CKW Financial Group
Honolulu,
Hawaii
|
$108K
|
-$30.4K
|
4
|
0.05%
|
Reduced
|
|
|
1982
|
Country Trust Bank
Bloomington,
Illinois
|
$90.5K
|
-$605
|
2
|
0%
|
Reduced
|
|
|
1983
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$89K
|
-$87.2K
|
3
|
0.18%
|
Reduced
|
|
|
1984
|
Private Ocean
San Rafael,
California
|
$88K
|
-$6.18K
|
3
|
0.07%
|
Reduced
|
|
|
1985
|
Focused Wealth Management
Newburgh,
New York
|
$84K
|
-$51.5K
|
11
|
0.06%
|
Reduced
|
|
|
1986
|
Formidable Asset Management
Cincinnati,
Ohio
|
$84K
|
-$3.69K
|
2
|
0.06%
|
Reduced
|
|
|
1987
|
First New York Securities
New York
|
$83.6K
|
-$461K
|
3
|
0.15%
|
Reduced
|
|
|
1988
|
Connable Office Inc
Kalamazoo,
Michigan
|
$83K
|
-$442K
|
1
|
0.02%
|
Reduced
|
|
|
1989
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$83K
|
+$261
|
2
|
0.05%
|
Increased
|
|
|
1990
|
Dunvegan Associates
Santa Barbara,
California
|
$83K
|
-$79.2K
|
3
|
0.07%
|
Reduced
|
|
|
1991
|
Financial Engines Advisors
Santa Clara,
California
|
$83K
|
+$30.9K
|
1
|
0.07%
|
Increased
|
|
|
1992
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$77K
|
+$83.2K
|
3
|
0.06%
|
New
|
|
|
1993
|
Waverly Advisors
Birmingham,
Alabama
|
$75K
|
-$26.4K
|
4
|
0.04%
|
Reduced
|
|
|
1994
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$72K
|
-$659K
|
4
|
0.04%
|
Reduced
|
|
|
1995
|
Syntal Capital Partners
Midland,
Texas
|
$72K
|
-$439K
|
2
|
0.04%
|
Reduced
|
|
|
1996
|
British Steel Pension Fund
London,
United Kingdom
|
$71K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1997
|
Catamount Wealth Management
Westport,
Connecticut
|
$71K
|
+$72.1K
|
3
|
0.07%
|
New
|
|
|
1998
|
Telos Capital Management
San Diego,
California
|
$69K
|
-$288K
|
1
|
0.04%
|
Reduced
|
|
|
1999
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$67K
|
-$25.7K
|
2
|
0.04%
|
Reduced
|
|
|
2000
|
Hutchens Investment Management
Concord,
New Hampshire
|
$65K
|
+$70.8K
|
1
|
0.06%
|
New
|
|