|
1976
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$145K
|
-$33.5K
|
4
|
0.07%
|
Reduced
|
|
|
1977
|
|
$140K
|
+$44.1K
|
2
|
0.09%
|
Increased
|
|
|
1978
|
Tarbox Family Office
Newport Beach,
California
|
$140K
|
-$805
|
4
|
0.12%
|
Reduced
|
|
|
1979
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$139K
|
-$127K
|
8
|
0.07%
|
Reduced
|
|
|
1980
|
Financial Management Professionals
Austin,
Texas
|
$138K
|
-$140
|
4
|
0.06%
|
Reduced
|
|
|
1981
|
Xponance
Philadelphia,
Pennsylvania
|
$137K
|
+$136K
|
1
|
0.05%
|
New
|
|
|
1982
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$134K
|
+$1.54K
|
1
|
0.08%
|
Increased
|
|
|
1983
|
Aris Wealth Services
State College,
Pennsylvania
|
$128K
|
+$32.5K
|
6
|
0.12%
|
Increased
|
|
|
1984
|
Investment Counselors of Maryland
Baltimore,
Maryland
|
$126K
|
+$128K
|
1
|
0.01%
|
New
|
|
|
1985
|
Millie Capital Management
Walnut Creek,
California
|
$123K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1986
|
Trust Asset Management
Houston,
Texas
|
$123K
|
-$1.78K
|
1
|
0.06%
|
Reduced
|
|
|
1987
|
Formidable Asset Management
Cincinnati,
Ohio
|
$120K
|
+$3.75K
|
4
|
0.08%
|
Increased
|
|
|
1988
|
Waverly Advisors
Birmingham,
Alabama
|
$118K
|
+$36.7K
|
8
|
0.07%
|
Increased
|
|
|
1989
|
Capital Innovations
Pewaukee,
Wisconsin
|
$117K
|
-$7.66K
|
1
|
0.11%
|
Reduced
|
|
|
1990
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$116K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1991
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$113K
|
+$90.1K
|
2
|
0.04%
|
Increased
|
|
|
1992
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$105K
|
-$161K
|
1
|
0.02%
|
Reduced
|
|
|
1993
|
Syntal Capital Partners
Midland,
Texas
|
$104K
|
+$32.4K
|
2
|
0.1%
|
Increased
|
|
|
1994
|
Odey Holdings (Switzerland)
Zurich, Switzerland,
Switzerland
|
$102K
|
+$136K
|
1
|
0.81%
|
New
|
|
|
1995
|
|
$100K
|
-$10.7K
|
1
|
0.06%
|
Reduced
|
|
|
1996
|
Ruggie Capital Group
Tavares,
Florida
|
$100K
|
+$8.72K
|
5
|
0.08%
|
Increased
|
|
|
1997
|
Dunvegan Associates
Santa Barbara,
California
|
$99K
|
$0
|
3
|
0.11%
|
Maintained
|
|
|
1998
|
Country Trust Bank
Bloomington,
Illinois
|
$98K
|
-$630
|
2
|
0%
|
Reduced
|
|
|
1999
|
Focused Wealth Management
Newburgh,
New York
|
$97K
|
-$4.78K
|
11
|
0.06%
|
Reduced
|
|
|
2000
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$93K
|
+$91.3K
|
3
|
0.09%
|
New
|
|