|
1976
|
AllSquare Wealth Management
Albany,
New York
|
$37K
|
$0
|
7
|
0.04%
|
Maintained
|
|
|
1977
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$36K
|
-$47.8K
|
2
|
0.02%
|
Reduced
|
|
|
1978
|
Grassi Investment Management
Santa Clara,
California
|
$35K
|
+$31.6K
|
1
|
0.01%
|
New
|
|
|
1979
|
Wintrust Investments
Chicago,
Illinois
|
$35K
|
+$419K
|
2
|
0.07%
|
New
|
|
|
1980
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$33K
|
-$2K
|
1
|
0.02%
|
Reduced
|
|
|
1981
|
TD Capital Management
Memphis,
Tennessee
|
$32K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1982
|
Winch Advisory Services
Appleton,
Wisconsin
|
$31K
|
+$4.38K
|
3
|
0.04%
|
Increased
|
|
|
1983
|
Raffa Wealth Management
Washington,
District of Columbia
|
$30.1K
|
+$670
|
9
|
0.02%
|
Increased
|
|
|
1984
|
Nelson Capital Management
Menlo Park,
California
|
$29K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1985
|
British Steel Pension Fund
London,
United Kingdom
|
$28K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Balentine LLC
Atlanta,
Georgia
|
$26K
|
+$6.11K
|
2
|
0.01%
|
Increased
|
|
|
1987
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$26K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1988
|
D. Scott Neal
Lexington,
Kentucky
|
$25K
|
+$82
|
3
|
0.02%
|
Increased
|
|
|
1989
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$24K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1990
|
Parasol Investment Management
Westmont,
Illinois
|
$23K
|
-$13K
|
1
|
0.02%
|
Reduced
|
|
|
1991
|
Wealthcare Capital Management
Richmond,
Virginia
|
$22K
|
+$20
|
3
|
0%
|
Increased
|
|
|
1992
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$21K
|
+$163
|
1
|
0.02%
|
Increased
|
|
|
1993
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$21K
|
-$1K
|
1
|
0.01%
|
Reduced
|
|
|
1994
|
SRH Advisors
Salina,
Kansas
|
$20K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1995
|
Apriem Advisors
Irvine,
California
|
$18K
|
-$61.3K
|
3
|
0.01%
|
Reduced
|
|
|
1996
|
Lagoda Investment Management
New York
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1997
|
Payden & Rygel
Los Angeles,
California
|
$16K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1998
|
Pathstone Family Office
Englewood,
New Jersey
|
$15K
|
+$15.2K
|
3
|
0.01%
|
Increased
|
|
|
1999
|
Redwood Investments
Boston,
Massachusetts
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
Bray Capital Advisors
Naples,
Florida
|
$14K
|
+$14.4K
|
1
|
0.01%
|
New
|
|