|
1976
|
|
$439K
|
-$46.8K
|
1
|
0.08%
|
Reduced
|
|
|
1977
|
Banced Corp
Edwardsville,
Illinois
|
$432K
|
-$28.5K
|
1
|
0.76%
|
Reduced
|
|
|
1978
|
Acadia Trust
Portland,
Maine
|
$431K
|
-$34.6K
|
1
|
0.14%
|
Reduced
|
|
|
1979
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$430K
|
+$45.8K
|
3
|
0.23%
|
Increased
|
|
|
1980
|
Montecito Bank & Trust
Santa Barbara,
California
|
$429K
|
-$14K
|
1
|
0.19%
|
Reduced
|
|
|
1981
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$428K
|
+$7.46K
|
1
|
0.01%
|
Increased
|
|
|
1982
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$427K
|
-$1.13M
|
2
|
0.84%
|
Reduced
|
|
|
1983
|
Dillon & Associates
Jackson,
Michigan
|
$423K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1984
|
Montag & Caldwell
Atlanta,
Georgia
|
$423K
|
-$1.63K
|
1
|
0.01%
|
Reduced
|
|
|
1985
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$422K
|
-$5.74K
|
2
|
0.02%
|
Reduced
|
|
|
1986
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$420K
|
+$14.3K
|
7
|
0.07%
|
Increased
|
|
|
1987
|
|
$418K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1988
|
|
$413K
|
+$19.6K
|
1
|
0.2%
|
Increased
|
|
|
1989
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$411K
|
-$14.6K
|
1
|
0.49%
|
Reduced
|
|
|
1990
|
SSI Investment Management
Los Angeles,
California
|
$410K
|
-$26
|
1
|
0.04%
|
Reduced
|
|
|
1991
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$409K
|
-$7.1K
|
1
|
0.41%
|
Reduced
|
|
|
1992
|
Fort Point Capital Partners
San Francisco,
California
|
$407K
|
+$161K
|
1
|
0.21%
|
Increased
|
|
|
1993
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$405K
|
+$3.34K
|
1
|
0.04%
|
Increased
|
|
|
1994
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$404K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1995
|
Glassman Wealth Services
Vienna,
Virginia
|
$402K
|
$0
|
3
|
0.37%
|
Maintained
|
|
|
1996
|
Grandfield & Dodd
New York
|
$399K
|
+$2.57K
|
1
|
0.06%
|
Increased
|
|
|
1997
|
EFG Asset Management (Americas)
Miami,
Florida
|
$397K
|
+$345K
|
1
|
0.2%
|
New
|
|
|
1998
|
Phocas Financial Corp
Alameda,
California
|
$397K
|
-$3.66M
|
1
|
0.03%
|
Reduced
|
|
|
1999
|
Allworth Financial
Folsom,
California
|
$396K
|
+$34.8K
|
3
|
0.05%
|
Increased
|
|
|
2000
|
Ironwood Investment Management
Boston,
Massachusetts
|
$395K
|
$0
|
1
|
0.26%
|
Maintained
|
|