|
1976
|
Personal Capital Advisors
Redwood City,
California
|
$347K
|
+$3.81K
|
1
|
0.02%
|
Increased
|
|
|
1977
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$346K
|
-$52.2K
|
1
|
0.15%
|
Reduced
|
|
|
1978
|
Regal Investment Advisors
Kentwood,
Michigan
|
$346K
|
+$155K
|
6
|
0.09%
|
Increased
|
|
|
1979
|
Tirschwell & Loewy
New York
|
$346K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1980
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$345K
|
+$355K
|
1
|
0.11%
|
New
|
|
|
1981
|
Cacti Asset Management
Atlanta,
Georgia
|
$341K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1982
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$339K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1983
|
Bray Capital Advisors
Naples,
Florida
|
$335K
|
+$171K
|
2
|
0.21%
|
Increased
|
|
|
1984
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$331K
|
-$241K
|
1
|
0.23%
|
Reduced
|
|
|
1985
|
Zevin Asset Management
Boston,
Massachusetts
|
$331K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1986
|
Sky Investment Group
Hartford,
Connecticut
|
$330K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1987
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$328K
|
-$87.4K
|
1
|
0.33%
|
Reduced
|
|
|
1988
|
Two Sigma Securities
New York
|
$325K
|
-$59.9K
|
1
|
0.51%
|
Reduced
|
|
|
1989
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$323K
|
+$316K
|
1
|
0.02%
|
New
|
|
|
1990
|
Peconic Partners
New York
|
$318K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1991
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$312K
|
+$20.2K
|
1
|
0.16%
|
Increased
|
|
|
1992
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$312K
|
-$197K
|
1
|
0.27%
|
Reduced
|
|
|
1993
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$310K
|
+$155K
|
1
|
0.1%
|
Increased
|
|
|
1994
|
CG Asset Management
New York
|
$309K
|
+$44.3K
|
1
|
0.13%
|
Increased
|
|
|
1995
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$309K
|
+$45.6K
|
1
|
0.06%
|
Increased
|
|
|
1996
|
Lombardia Capital Partners
Pasadena,
California
|
$309K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1997
|
Cordasco Financial Network
Naples,
Florida
|
$308K
|
+$248K
|
2
|
0.26%
|
Increased
|
|
|
1998
|
Rockland Trust
Hanover,
Massachusetts
|
$307K
|
+$315K
|
1
|
0.06%
|
New
|
|
|
1999
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$304K
|
-$131K
|
4
|
0.39%
|
Reduced
|
|
|
2000
|
Atlas Brown
Louisville,
Kentucky
|
$302K
|
$0
|
1
|
0.13%
|
Maintained
|
|