|
1976
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$51K
|
+$21.4K
|
6
|
0.05%
|
Increased
|
|
|
1977
|
Paracle Advisors
Mercer Island,
Washington
|
$49K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1978
|
Pear Tree Advisors
Lincoln,
Massachusetts
|
$49K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1979
|
Summit Capital Management
Seattle,
Washington
|
$47K
|
-$2.45M
|
1
|
0.02%
|
Reduced
|
|
|
1980
|
Polaris Capital Management
Boston,
Massachusetts
|
$46K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1981
|
Tortoise Investment Management
White Plains,
New York
|
$44K
|
-$19K
|
1
|
0.02%
|
Reduced
|
|
|
1982
|
AllSquare Wealth Management
Albany,
New York
|
$40K
|
$0
|
7
|
0.04%
|
Maintained
|
|
|
1983
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$39K
|
+$2.34K
|
3
|
0.02%
|
Increased
|
|
|
1984
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$38K
|
-$28.9K
|
2
|
0.02%
|
Reduced
|
|
|
1985
|
Parasol Investment Management
Westmont,
Illinois
|
$38K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1986
|
Ruggie Capital Group
Tavares,
Florida
|
$38K
|
+$37.3K
|
1
|
0.04%
|
New
|
|
|
1987
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$36K
|
-$17.1K
|
2
|
0.03%
|
Reduced
|
|
|
1988
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$35K
|
-$16.2K
|
2
|
0.02%
|
Reduced
|
|
|
1989
|
US Financial Advisors
Braintree,
Massachusetts
|
$35K
|
+$631
|
5
|
0.06%
|
Increased
|
|
|
1990
|
TD Capital Management
Memphis,
Tennessee
|
$32K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1991
|
Spectrum Management Group
Indianapolis,
Indiana
|
$30K
|
-$1.29M
|
1
|
0.01%
|
Reduced
|
|
|
1992
|
Winch Advisory Services
Appleton,
Wisconsin
|
$30K
|
+$12.7K
|
3
|
0.05%
|
Increased
|
|
|
1993
|
Raffa Wealth Management
Washington,
District of Columbia
|
$28.8K
|
$0
|
9
|
0.02%
|
Maintained
|
|
|
1994
|
Advisors Preferred
Rockville,
Maryland
|
$28K
|
-$30.9K
|
2
|
0.01%
|
Reduced
|
|
|
1995
|
British Steel Pension Fund
London,
United Kingdom
|
$26K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$26K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1997
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$25K
|
+$5.04K
|
1
|
0.02%
|
Increased
|
|
|
1998
|
Nelson Capital Management
Menlo Park,
California
|
$25K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1999
|
D. Scott Neal
Lexington,
Kentucky
|
$24K
|
+$1.44K
|
3
|
0.02%
|
Increased
|
|
|
2000
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$24K
|
-$19.3K
|
2
|
0.03%
|
Reduced
|
|