|
1976
|
Balter Liquid Alternatives
Boston,
Massachusetts
|
$494K
|
+$485K
|
1
|
1.16%
|
New
|
|
|
1977
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$492K
|
+$84.7K
|
1
|
0.33%
|
Increased
|
|
|
1978
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$488K
|
-$505K
|
1
|
0.16%
|
Reduced
|
|
|
1979
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$488K
|
+$16.4K
|
1
|
0.28%
|
Increased
|
|
|
1980
|
Retirement Design & Management
Westport,
Connecticut
|
$487K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1981
|
|
$486K
|
+$42.4K
|
1
|
0.09%
|
Increased
|
|
|
1982
|
Montecito Bank & Trust
Santa Barbara,
California
|
$484K
|
+$50.5K
|
1
|
0.2%
|
Increased
|
|
|
1983
|
|
$482K
|
+$35.7K
|
1
|
0.24%
|
Increased
|
|
|
1984
|
Members Trust
Tampa,
Florida
|
$482K
|
+$472K
|
1
|
0.03%
|
New
|
|
|
1985
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$476K
|
-$8.42K
|
1
|
0.39%
|
Reduced
|
|
|
1986
|
Independent Investors Inc
Nesconset,
New York
|
$476K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1987
|
Wimmer Associates 1
Pasadena,
California
|
$475K
|
+$82.1K
|
1
|
0.42%
|
Increased
|
|
|
1988
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$472K
|
$0
|
1
|
0.64%
|
Maintained
|
|
|
1989
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$471K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1990
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$466K
|
+$43.2K
|
11
|
0.08%
|
Increased
|
|
|
1991
|
Montag & Caldwell
Atlanta,
Georgia
|
$458K
|
+$3.23K
|
1
|
0.01%
|
Increased
|
|
|
1992
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$457K
|
-$8.42K
|
1
|
0.14%
|
Reduced
|
|
|
1993
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$455K
|
-$3.87K
|
1
|
0.19%
|
Reduced
|
|
|
1994
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$455K
|
+$295K
|
2
|
0.21%
|
Increased
|
|
|
1995
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$454K
|
+$5.92K
|
1
|
0.1%
|
Increased
|
|
|
1996
|
Poplar Forest Capital
Pasadena,
California
|
$450K
|
-$2.12M
|
1
|
0.04%
|
Reduced
|
|
|
1997
|
Personal Capital Advisors
Redwood City,
California
|
$448K
|
-$533
|
1
|
0.02%
|
Reduced
|
|
|
1998
|
Cortland Associates
St Louis,
Missouri
|
$443K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1999
|
Maj Invest Holding A/S
Copenhagen K,
Denmark
|
$443K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2000
|
FCG Advisors
Chatham,
New Jersey
|
$442K
|
-$49.7K
|
1
|
0.14%
|
Reduced
|
|