|
1976
|
Harbour Investment Management
Edmonds,
Washington
|
$5.12M
|
+$842K
|
2
|
4.12%
|
Increased
|
|
|
1977
|
Carnick & Kubik
Colorado Springs,
Colorado
|
$5.11M
|
+$708K
|
5
|
3.58%
|
Increased
|
|
|
1978
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.09M
|
+$27.8M
|
5
|
0.52%
|
Increased
|
|
|
1979
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$5.09M
|
-$157K
|
4
|
2.23%
|
Reduced
|
|
|
1980
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.08M
|
-$2.37M
|
4
|
3.97%
|
Reduced
|
|
|
1981
|
American Money Management
Rancho Santa Fe,
California
|
$5.08M
|
-$280K
|
2
|
4.8%
|
Reduced
|
|
|
1982
|
DSC Advisors
Chicago,
Illinois
|
$5.07M
|
+$114K
|
5
|
2.46%
|
Increased
|
|
|
1983
|
WFG Advisors
Dallas,
Texas
|
$5.06M
|
-$564K
|
10
|
1.58%
|
Reduced
|
|
|
1984
|
Bonness Enterprises
Washington,
District of Columbia
|
$5.05M
|
$0
|
2
|
4.82%
|
Maintained
|
|
|
1985
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.04M
|
-$111K
|
8
|
4.07%
|
Reduced
|
|
|
1986
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$5.04M
|
-$28.1K
|
8
|
1.03%
|
Reduced
|
|
|
1987
|
Waterstone Capital Management
St. Louis Park,
Minnesota
|
$5.04M
|
-$1.23M
|
1
|
3.83%
|
Reduced
|
|
|
1988
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$5.03M
|
-$4.02M
|
2
|
1.54%
|
Reduced
|
|
|
1989
|
Menta Capital
San Francisco,
California
|
$5.02M
|
+$2.48M
|
4
|
0.79%
|
Increased
|
|
|
1990
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$5.02M
|
-$543K
|
4
|
0.05%
|
Reduced
|
|
|
1991
|
First Merchants Corp
Muncie,
Indiana
|
$5M
|
-$173K
|
3
|
1.79%
|
Reduced
|
|
|
1992
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.98M
|
-$180K
|
5
|
2.1%
|
Reduced
|
|
|
1993
|
Bath Savings Trust
Bath,
Maine
|
$4.98M
|
-$354K
|
3
|
1.76%
|
Reduced
|
|
|
1994
|
Stockman Wealth Management
Billings,
Montana
|
$4.97M
|
+$479K
|
2
|
4.29%
|
Increased
|
|
|
1995
|
Outfitter Advisors
Mclean,
Virginia
|
$4.96M
|
+$56.9K
|
4
|
2.15%
|
Increased
|
|
|
1996
|
Excalibur Management
Waltham,
Massachusetts
|
$4.95M
|
-$195K
|
2
|
4.95%
|
Reduced
|
|
|
1997
|
Bessemer Securities
New York
|
$4.94M
|
$0
|
2
|
1.9%
|
Maintained
|
|
|
1998
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$4.94M
|
-$69.7K
|
4
|
2.86%
|
Reduced
|
|
|
1999
|
EFG Asset Management (Americas)
Miami,
Florida
|
$4.93M
|
+$2.21M
|
2
|
3.07%
|
Increased
|
|
|
2000
|
|
$4.92M
|
$0
|
3
|
1.75%
|
Maintained
|
|