|
1976
|
Klingenstein Fields & Co
New York
|
$317K
|
-$47.2K
|
1
|
0.01%
|
Reduced
|
|
|
1977
|
Atlas Brown
Louisville,
Kentucky
|
$316K
|
-$645
|
1
|
0.09%
|
Reduced
|
|
|
1978
|
J.W. Burns & Co
Dewitt,
New York
|
$316K
|
-$5.47K
|
1
|
0.1%
|
Reduced
|
|
|
1979
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$314K
|
+$291K
|
1
|
0.07%
|
New
|
|
|
1980
|
Hilltop Holdings
Dallas,
Texas
|
$310K
|
+$9.04K
|
1
|
0.11%
|
Increased
|
|
|
1981
|
Invictus RG (Singapore)
Singapore
|
$309K
|
+$86.2K
|
4
|
0.33%
|
Increased
|
|
|
1982
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$309K
|
+$27.1K
|
1
|
0.2%
|
Increased
|
|
|
1983
|
EFG Asset Management (Americas)
Miami,
Florida
|
$308K
|
+$286K
|
1
|
0.19%
|
New
|
|
|
1984
|
|
$308K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1985
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$307K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1986
|
Forward Management
San Francisco,
California
|
$306K
|
-$55.3K
|
2
|
0.02%
|
Reduced
|
|
|
1987
|
Sand Hill Global Advisors
Palo Alto,
California
|
$306K
|
+$21K
|
1
|
0.05%
|
Increased
|
|
|
1988
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$302K
|
+$280K
|
1
|
0.26%
|
New
|
|
|
1989
|
SRB Corp
Boston,
Massachusetts
|
$301K
|
-$4.8K
|
2
|
0.04%
|
Reduced
|
|
|
1990
|
Allworth Financial
Folsom,
California
|
$292K
|
+$91.9K
|
1
|
0.11%
|
Increased
|
|
|
1991
|
Fiduciary Services Corp
Savannah,
Georgia
|
$291K
|
-$19.3K
|
1
|
0.1%
|
Reduced
|
|
|
1992
|
Lau Associates
Greenville,
Delaware
|
$290K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1993
|
Alpine Partners USVI
St. Thomas,
U.S. Virgin Islands
|
$288K
|
+$268K
|
1
|
0.96%
|
New
|
|
|
1994
|
Alexandria Capital
Arlington,
Virginia
|
$286K
|
+$15.9K
|
4
|
0.11%
|
Increased
|
|
|
1995
|
Roosevelt Investment Group
New York
|
$285K
|
+$265K
|
1
|
0.02%
|
New
|
|
|
1996
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$284K
|
+$68.3K
|
5
|
0.58%
|
Increased
|
|
|
1997
|
Achievement Holdings
Chicago,
Illinois
|
$283K
|
+$295K
|
1
|
0.01%
|
New
|
|
|
1998
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$283K
|
+$43.7K
|
1
|
0.1%
|
Increased
|
|
|
1999
|
Laurion Capital Management
New York
|
$283K
|
-$3.21M
|
1
|
0.01%
|
Reduced
|
|
|
2000
|
Peregrine Asset Advisers
Portland,
Oregon
|
$279K
|
-$910K
|
1
|
0.2%
|
Reduced
|
|