|
1976
|
Trust Asset Management
Houston,
Texas
|
$120K
|
+$121K
|
1
|
0.05%
|
New
|
|
|
1977
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$119K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1978
|
Millie Capital Management
Walnut Creek,
California
|
$117K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1979
|
Smith Group Asset Management
Dallas,
Texas
|
$117K
|
-$22.9M
|
2
|
0%
|
Reduced
|
|
|
1980
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$109K
|
+$50.3K
|
1
|
0.01%
|
Increased
|
|
|
1981
|
|
$106K
|
+$107K
|
1
|
0.07%
|
New
|
|
|
1982
|
Trust Company
Manhattan,
Kansas
|
$106K
|
+$100K
|
2
|
0.07%
|
New
|
|
|
1983
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$106K
|
-$1.91M
|
2
|
0.02%
|
Reduced
|
|
|
1984
|
CKW Financial Group
Honolulu,
Hawaii
|
$105K
|
-$10.3K
|
4
|
0.04%
|
Reduced
|
|
|
1985
|
Focused Wealth Management
Newburgh,
New York
|
$104K
|
+$12.6K
|
11
|
0.06%
|
Increased
|
|
|
1986
|
Lupo Securities
Chicago,
Illinois
|
$99K
|
-$324K
|
1
|
0.16%
|
Reduced
|
|
|
1987
|
Dunvegan Associates
Santa Barbara,
California
|
$97K
|
$0
|
3
|
0.09%
|
Maintained
|
|
|
1988
|
Aris Wealth Services
State College,
Pennsylvania
|
$96K
|
+$88.9K
|
6
|
0.09%
|
New
|
|
|
1989
|
Country Trust Bank
Bloomington,
Illinois
|
$96K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1990
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$94K
|
-$14.7M
|
7
|
0.07%
|
Reduced
|
|
|
1991
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$91K
|
+$367
|
2
|
0.05%
|
Increased
|
|
|
1992
|
Ruggie Capital Group
Tavares,
Florida
|
$90K
|
+$41.4K
|
3
|
0.11%
|
Increased
|
|
|
1993
|
Risk Paradigm Group
Austin,
Texas
|
$88.8K
|
+$86.7K
|
4
|
0.09%
|
New
|
|
|
1994
|
Connable Office Inc
Kalamazoo,
Michigan
|
$88K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1995
|
Private Ocean
San Rafael,
California
|
$88K
|
-$5.89K
|
3
|
0.06%
|
Reduced
|
|
|
1996
|
Syntal Capital Partners
Midland,
Texas
|
$83K
|
+$6.38K
|
3
|
0.1%
|
Increased
|
|
|
1997
|
Waverly Advisors
Birmingham,
Alabama
|
$82K
|
+$1.13K
|
4
|
0.04%
|
Increased
|
|
|
1998
|
Telos Capital Management
San Diego,
California
|
$75K
|
+$2.57K
|
1
|
0.04%
|
Increased
|
|
|
1999
|
Catamount Wealth Management
Westport,
Connecticut
|
$74K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
2000
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$74K
|
+$44.9K
|
5
|
0.04%
|
Increased
|
|