|
1976
|
First Western Capital Management
Los Angeles,
California
|
$179K
|
+$564
|
1
|
0.05%
|
Increased
|
|
|
1977
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$176K
|
+$18K
|
4
|
0.48%
|
Increased
|
|
|
1978
|
Waverly Advisors
Birmingham,
Alabama
|
$173K
|
+$12.8K
|
10
|
0.09%
|
Increased
|
|
|
1979
|
Zions Trust National Association
Salt Lake City,
Utah
|
$172K
|
-$33.9K
|
2
|
0.24%
|
Reduced
|
|
|
1980
|
Cowen Prime Advisors
New York
|
$169K
|
-$4.46K
|
3
|
0.07%
|
Reduced
|
|
|
1981
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$163K
|
+$62.6K
|
1
|
0.04%
|
Increased
|
|
|
1982
|
Oakworth Capital
Birmingham,
Alabama
|
$163K
|
$0
|
4
|
0.1%
|
Maintained
|
|
|
1983
|
Gemmer Asset Management
Walnut Creek,
California
|
$162K
|
+$4.2K
|
8
|
0.12%
|
Increased
|
|
|
1984
|
|
$159K
|
-$113K
|
2
|
0.15%
|
Reduced
|
|
|
1985
|
Iowa State Bank
Urbandale,
Iowa
|
$158K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1986
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$158K
|
+$7.18K
|
1
|
0.02%
|
Increased
|
|
|
1987
|
LVZ Inc
Holland,
Michigan
|
$157K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1988
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$156K
|
-$27.9K
|
5
|
0.09%
|
Reduced
|
|
|
1989
|
|
$156K
|
+$11.8K
|
4
|
0.02%
|
Increased
|
|
|
1990
|
10-15 Associates
Goshen,
New York
|
$152K
|
+$177K
|
1
|
0.05%
|
New
|
|
|
1991
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$152K
|
+$155K
|
1
|
0.05%
|
New
|
|
|
1992
|
Itau USA Asset Management
New York
|
$150K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1993
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$149K
|
-$106K
|
1
|
0.12%
|
Reduced
|
|
|
1994
|
Norman Fields Gottscho Capital Management
New York
|
$148K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1995
|
Crow Point Partners
Boston,
Massachusetts
|
$146K
|
+$72.1K
|
2
|
0.02%
|
Increased
|
|
|
1996
|
Financial Management Professionals
Austin,
Texas
|
$146K
|
-$2.98K
|
3
|
0.1%
|
Reduced
|
|
|
1997
|
Tarbox Family Office
Newport Beach,
California
|
$138K
|
+$4.07K
|
6
|
0.12%
|
Increased
|
|
|
1998
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$133K
|
+$41.4K
|
5
|
0.06%
|
Increased
|
|
|
1999
|
Dunvegan Associates
Santa Barbara,
California
|
$127K
|
-$9.28K
|
1
|
0.11%
|
Reduced
|
|
|
2000
|
Elite Wealth Management
Kirkland,
Washington
|
$120K
|
+$12.7K
|
2
|
0.11%
|
Increased
|
|