|
1976
|
Dunvegan Associates
Santa Barbara,
California
|
$105K
|
$0
|
3
|
0.12%
|
Maintained
|
|
|
1977
|
Private Ocean
San Rafael,
California
|
$104K
|
-$5.41K
|
3
|
0.08%
|
Reduced
|
|
|
1978
|
AlpInvest Partners
Amsterdam,
Netherlands
|
$98K
|
-$2.98M
|
1
|
0.16%
|
Reduced
|
|
|
1979
|
Trust Asset Management
Houston,
Texas
|
$96K
|
+$104K
|
1
|
0.05%
|
New
|
|
|
1980
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$93K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1981
|
Country Trust Bank
Bloomington,
Illinois
|
$90K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1982
|
Blume Capital Management
Berkeley,
California
|
$82K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1983
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$79.2K
|
+$83K
|
2
|
0.07%
|
New
|
|
|
1984
|
Point72 Hong Kong
Hong Kong
|
$78K
|
+$82.6K
|
2
|
0.26%
|
New
|
|
|
1985
|
Connable Office Inc
Kalamazoo,
Michigan
|
$74K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1986
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$74K
|
+$75.9K
|
3
|
0.06%
|
New
|
|
|
1987
|
Pear Tree Advisors
Lincoln,
Massachusetts
|
$74K
|
+$58.7K
|
1
|
0.03%
|
New
|
|
|
1988
|
Polaris Capital Management
Boston,
Massachusetts
|
$74K
|
-$642K
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
Davidson Investment Advisors
Great Falls,
Montana
|
$72K
|
+$21.6K
|
2
|
0.01%
|
Increased
|
|
|
1990
|
Telos Capital Management
San Diego,
California
|
$72K
|
-$953K
|
1
|
0.04%
|
Reduced
|
|
|
1991
|
Oslo Asset Management AS
Oslo,
Norway
|
$70K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1992
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$67K
|
-$126
|
1
|
0.01%
|
Reduced
|
|
|
1993
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$66K
|
-$30.4K
|
2
|
0.04%
|
Reduced
|
|
|
1994
|
Physicians Financial Services
Raleigh,
North Carolina
|
$65K
|
+$69.3K
|
2
|
0.06%
|
New
|
|
|
1995
|
Advisors Preferred
Rockville,
Maryland
|
$64K
|
+$48.7K
|
2
|
0.03%
|
Increased
|
|
|
1996
|
Texan Capital Management
Houston,
Texas
|
$63K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1997
|
Proficio Capital Partners
Newton,
Massachusetts
|
$61K
|
+$65.6K
|
6
|
0.06%
|
New
|
|
|
1998
|
Tortoise Investment Management
White Plains,
New York
|
$61K
|
+$18.2K
|
3
|
0.02%
|
Increased
|
|
|
1999
|
Estate Counselors
Thiensville,
Wisconsin
|
$60K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2000
|
Klingman & Associates
New York
|
$59K
|
+$5
|
4
|
0.02%
|
Increased
|
|