|
1976
|
Canal Insurance Company
Greenville,
South Carolina
|
$30.7M
|
$0
|
3
|
8.94%
|
Maintained
|
|
|
1977
|
Donor Advised Charitable Giving
San Francisco,
California
|
$30.7M
|
-$3.55M
|
3
|
5.32%
|
Reduced
|
|
|
1978
|
Georgetown University
Washington,
District of Columbia
|
$30.7M
|
+$9.9M
|
4
|
10.33%
|
Increased
|
|
|
1979
|
Bay Colony Advisors
Concord,
Massachusetts
|
$30.7M
|
+$97.6M
|
7
|
7.82%
|
Increased
|
|
|
1980
|
Bogart Wealth LLC
Mclean,
Virginia
|
$30.7M
|
+$4.23M
|
16
|
2.69%
|
Increased
|
|
|
1981
|
Atwood & Palmer
Kansas City,
Missouri
|
$30.7M
|
-$3.01M
|
9
|
2.99%
|
Reduced
|
|
|
1982
|
McDonald Partners
Cleveland,
Ohio
|
$30.7M
|
+$440K
|
7
|
7.83%
|
Increased
|
|
|
1983
|
RFG Advisory
Birmingham,
Alabama
|
$30.7M
|
+$153M
|
6
|
1.77%
|
Increased
|
|
|
1984
|
Principal Street Partners
Memphis,
Tennessee
|
$30.6M
|
-$21K
|
6
|
7.93%
|
Reduced
|
|
|
1985
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$30.6M
|
-$1.05M
|
14
|
8.86%
|
Reduced
|
|
|
1986
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$30.6M
|
+$628K
|
6
|
8.01%
|
Increased
|
|
|
1987
|
Glazer Capital LLC
New York
|
$30.5M
|
+$12.3M
|
2
|
0.76%
|
Increased
|
|
|
1988
|
Woodson Capital Management
Greenwich,
Connecticut
|
$30.5M
|
-$1.18M
|
1
|
4.22%
|
Reduced
|
|
|
1989
|
Decatur Capital Management
Decatur,
Georgia
|
$30.5M
|
+$1.83K
|
4
|
22.55%
|
Increased
|
|
|
1990
|
Blue Trust Inc
Alpharetta,
Georgia
|
$30.5M
|
+$22.8M
|
24
|
0.47%
|
New
|
|
|
1991
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$30.5M
|
-$118K
|
5
|
4.8%
|
Reduced
|
|
|
1992
|
Chemung Canal Trust
Elmira,
New York
|
$30.5M
|
-$12.6M
|
5
|
6.96%
|
Reduced
|
|
|
1993
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$30.4M
|
+$5.42M
|
2
|
9.49%
|
Increased
|
|
|
1994
|
Clearline Capital
New York
|
$30.4M
|
+$20.1M
|
3
|
3.93%
|
Increased
|
|
|
1995
|
Lakeside Advisors
Seattle,
Washington
|
$30.4M
|
-$188K
|
2
|
25.85%
|
Reduced
|
|
|
1996
|
GFG Capital
Miami,
Florida
|
$30.4M
|
+$1.34M
|
5
|
9.26%
|
Increased
|
|
|
1997
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$30.4M
|
+$883K
|
6
|
10.06%
|
Increased
|
|
|
1998
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$30.3M
|
-$5.56M
|
10
|
13.7%
|
Reduced
|
|
|
1999
|
Parallax Volatility Advisers
San Francisco,
California
|
$30.3M
|
-$124M
|
13
|
0.03%
|
Reduced
|
|
|
2000
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$30.3M
|
-$1.11M
|
5
|
6.64%
|
Reduced
|
|
