|
1976
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$560K
|
-$1.02M
|
1
|
0.24%
|
Reduced
|
|
|
1977
|
Exane Derivatives
Paris,
France
|
$559K
|
-$221K
|
8
|
0.08%
|
Reduced
|
|
|
1978
|
|
$559K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1979
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$558K
|
$0
|
3
|
0.12%
|
Maintained
|
|
|
1980
|
FCG Advisors
Chatham,
New Jersey
|
$550K
|
+$58.8K
|
1
|
0.17%
|
Increased
|
|
|
1981
|
Delta Asset Management
Memphis,
Tennessee
|
$546K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
1982
|
J.W. Burns & Co
Dewitt,
New York
|
$546K
|
+$197K
|
2
|
0.17%
|
Increased
|
|
|
1983
|
EP Wealth Advisors
Torrance,
California
|
$545K
|
+$15K
|
2
|
0.09%
|
Increased
|
|
|
1984
|
Tirschwell & Loewy
New York
|
$542K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1985
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$539K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1986
|
Members Trust
Tampa,
Florida
|
$539K
|
+$5.04K
|
1
|
0.03%
|
Increased
|
|
|
1987
|
SignalPoint Asset Management
Springfield,
Missouri
|
$538K
|
+$52.8K
|
1
|
0.14%
|
Increased
|
|
|
1988
|
First Financial Corp
Terre Haute,
Indiana
|
$537K
|
-$162K
|
3
|
0.32%
|
Reduced
|
|
|
1989
|
Retirement Capital Strategies
San Jose,
California
|
$536K
|
+$520K
|
1
|
0.31%
|
New
|
|
|
1990
|
Balter Liquid Alternatives
Boston,
Massachusetts
|
$535K
|
+$96.8K
|
1
|
1.34%
|
Increased
|
|
|
1991
|
Ronald Blue & Co
Roswell,
Georgia
|
$529K
|
-$132K
|
1
|
0.02%
|
Reduced
|
|
|
1992
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$527K
|
+$4.92K
|
1
|
0.83%
|
Increased
|
|
|
1993
|
Wimmer Associates 1
Pasadena,
California
|
$525K
|
+$31
|
1
|
0.47%
|
Increased
|
|
|
1994
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$523K
|
+$11.5K
|
8
|
0.09%
|
Increased
|
|
|
1995
|
|
$522K
|
-$5.71K
|
1
|
0.24%
|
Reduced
|
|
|
1996
|
Lourd Capital
Beverly Hills,
California
|
$521K
|
-$66.9K
|
1
|
0.06%
|
Reduced
|
|
|
1997
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$520K
|
-$6.15K
|
1
|
0.41%
|
Reduced
|
|
|
1998
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$520K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1999
|
Dean Capital Management
Overland Park,
Kansas
|
$518K
|
-$771K
|
1
|
0.54%
|
Reduced
|
|
|
2000
|
Orinda Asset Management
Lafayette,
California
|
$518K
|
+$374K
|
3
|
0.44%
|
Increased
|
|