|
1976
|
Blume Capital Management
Berkeley,
California
|
$61K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1977
|
Private Ocean
San Rafael,
California
|
$61K
|
-$36K
|
2
|
0.04%
|
Reduced
|
|
|
1978
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$59K
|
-$5.15K
|
7
|
0.06%
|
Reduced
|
|
|
1979
|
Parasol Investment Management
Westmont,
Illinois
|
$59K
|
+$36.3K
|
2
|
0.06%
|
Increased
|
|
|
1980
|
Balentine LLC
Atlanta,
Georgia
|
$55K
|
+$26.9K
|
3
|
0.01%
|
Increased
|
|
|
1981
|
|
$54K
|
+$53.8K
|
1
|
0.05%
|
New
|
|
|
1982
|
FCG Advisors
Chatham,
New Jersey
|
$54K
|
-$240K
|
1
|
0.02%
|
Reduced
|
|
|
1983
|
Dalton Investments
Las Vegas,
Nevada
|
$49K
|
+$51.1K
|
1
|
0.02%
|
New
|
|
|
1984
|
Elite Wealth Management
Kirkland,
Washington
|
$47K
|
+$46.3K
|
1
|
0.08%
|
New
|
|
|
1985
|
Grassi Investment Management
Santa Clara,
California
|
$45K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1986
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$45K
|
-$893K
|
1
|
0.01%
|
Reduced
|
|
|
1987
|
Financial Engines Advisors
Santa Clara,
California
|
$43K
|
+$466
|
1
|
0.03%
|
Increased
|
|
|
1988
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$43K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1989
|
Horan Securities
Cincinnati,
United States
|
$42K
|
+$41.4K
|
2
|
0.06%
|
New
|
|
|
1990
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$41K
|
+$203
|
2
|
0.02%
|
Increased
|
|
|
1991
|
Tortoise Investment Management
White Plains,
New York
|
$41K
|
-$15.4K
|
1
|
0.01%
|
Reduced
|
|
|
1992
|
Adams Street Partners
Chicago,
Illinois
|
$40K
|
-$368K
|
1
|
0.01%
|
Reduced
|
|
|
1993
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$39K
|
+$5.54K
|
2
|
0.02%
|
Increased
|
|
|
1994
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$37K
|
+$2.81K
|
2
|
0.02%
|
Increased
|
|
|
1995
|
AllSquare Wealth Management
Albany,
New York
|
$34K
|
$0
|
7
|
0.03%
|
Maintained
|
|
|
1996
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$33K
|
+$17.9K
|
4
|
0.02%
|
Increased
|
|
|
1997
|
D. Scott Neal
Lexington,
Kentucky
|
$31K
|
+$5.09K
|
2
|
0.02%
|
Increased
|
|
|
1998
|
TD Capital Management
Memphis,
Tennessee
|
$31K
|
-$2K
|
2
|
0.01%
|
Reduced
|
|
|
1999
|
Raffa Wealth Management
Washington,
District of Columbia
|
$30.4K
|
$0
|
9
|
0.02%
|
Maintained
|
|
|
2000
|
Nelson Capital Management
Menlo Park,
California
|
$29K
|
-$155
|
2
|
0.01%
|
Reduced
|
|