|
1976
|
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
$402K
|
+$368K
|
1
|
0.08%
|
New
|
|
|
1977
|
|
$402K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1978
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$402K
|
+$115
|
1
|
0.42%
|
Increased
|
|
|
1979
|
Oakworth Capital
Birmingham,
Alabama
|
$402K
|
$0
|
5
|
0.19%
|
Maintained
|
|
|
1980
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$398K
|
+$416K
|
1
|
0.18%
|
New
|
|
|
1981
|
SSI Investment Management
Los Angeles,
California
|
$397K
|
-$1.64K
|
1
|
0.04%
|
Reduced
|
|
|
1982
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$393K
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
1983
|
Fiduciary Group
Savannah,
Georgia
|
$391K
|
+$408K
|
1
|
0.12%
|
New
|
|
|
1984
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$391K
|
$0
|
1
|
0.99%
|
Maintained
|
|
|
1985
|
Dillon & Associates
Jackson,
Michigan
|
$390K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1986
|
Searle & Co
Greenwich,
Connecticut
|
$389K
|
-$103K
|
1
|
0.32%
|
Reduced
|
|
|
1987
|
Grandfield & Dodd
New York
|
$388K
|
+$406K
|
1
|
0.06%
|
New
|
|
|
1988
|
Univest Financial
Souderton,
Pennsylvania
|
$387K
|
+$404K
|
1
|
0.18%
|
New
|
|
|
1989
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$384K
|
-$32M
|
1
|
0.09%
|
Reduced
|
|
|
1990
|
Asset Management Group
Stamford,
Connecticut
|
$381K
|
+$2.81K
|
1
|
0.17%
|
Increased
|
|
|
1991
|
Ironwood Investment Management
Boston,
Massachusetts
|
$380K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1992
|
Kays Financial Advisory
Atlanta,
Georgia
|
$380K
|
+$23.2K
|
1
|
0.22%
|
Increased
|
|
|
1993
|
Basso Capital Management
Stamford,
Connecticut
|
$377K
|
-$386K
|
1
|
0.06%
|
Reduced
|
|
|
1994
|
Shikiar Asset Management
New York
|
$366K
|
-$1.48M
|
1
|
0.17%
|
Reduced
|
|
|
1995
|
First Wilshire Securities Management
Pasadena,
California
|
$364K
|
+$5.16K
|
1
|
0.08%
|
Increased
|
|
|
1996
|
Highmount Capital
New York
|
$362K
|
-$5.02K
|
1
|
0.09%
|
Reduced
|
|
|
1997
|
Mission Wealth Management
Santa Barbara,
California
|
$362K
|
+$377K
|
1
|
0.12%
|
New
|
|
|
1998
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$360K
|
+$376K
|
1
|
0.28%
|
New
|
|
|
1999
|
MacNealy Hoover Investment Management
Canton,
Ohio
|
$358K
|
-$11.5K
|
1
|
0.29%
|
Reduced
|
|
|
2000
|
Partnervest Advisory Services
Santa Barbara,
California
|
$358K
|
-$52.6K
|
2
|
0.18%
|
Reduced
|
|