|
1976
|
Point72 Hong Kong
Hong Kong
|
$332K
|
-$4.82M
|
3
|
0.33%
|
Reduced
|
|
|
1977
|
Capital Planning Advisors
Roseville,
California
|
$331K
|
+$351K
|
1
|
0.29%
|
New
|
|
|
1978
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$331K
|
+$352K
|
1
|
0.3%
|
New
|
|
|
1979
|
Independence Trust
Franklin,
Tennessee
|
$330K
|
+$314K
|
1
|
0.2%
|
New
|
|
|
1980
|
Sterneck Capital Management
Kansas City,
Missouri
|
$327K
|
+$80.3K
|
1
|
0.19%
|
Increased
|
|
|
1981
|
RBO & Co
Saint Helena,
California
|
$325K
|
+$301K
|
1
|
0.11%
|
New
|
|
|
1982
|
Halsey Associates
New Haven,
Connecticut
|
$322K
|
-$102K
|
1
|
0.07%
|
Reduced
|
|
|
1983
|
Thomasville National Bank
Thomasville,
Georgia
|
$321K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1984
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$320K
|
-$239K
|
3
|
0.08%
|
Reduced
|
|
|
1985
|
Telemetry Investments
New York
|
$318K
|
+$291K
|
1
|
0.2%
|
New
|
|
|
1986
|
Foster & Motley
Cincinnati,
Ohio
|
$316K
|
-$53.7K
|
1
|
0.07%
|
Reduced
|
|
|
1987
|
Farmers National Bank
Danville,
Kentucky
|
$315K
|
+$335K
|
1
|
0.26%
|
New
|
|
|
1988
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$310K
|
-$182K
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$310K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1990
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$308K
|
-$4.71K
|
1
|
0.15%
|
Reduced
|
|
|
1991
|
Windsor Capital Management
Phoenix,
Arizona
|
$308K
|
+$33K
|
1
|
0.17%
|
Increased
|
|
|
1992
|
Central Bank & Trust
Lexington,
Kentucky
|
$305K
|
+$24.7K
|
2
|
0.1%
|
Increased
|
|
|
1993
|
IMA Advisory Services
Denver,
Colorado
|
$303K
|
-$842K
|
1
|
0.16%
|
Reduced
|
|
|
1994
|
Dalton, Greiner, Hartman, Maher & Co
New York
|
$302K
|
-$170K
|
1
|
0.02%
|
Reduced
|
|
|
1995
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$302K
|
-$4.54K
|
1
|
0%
|
Reduced
|
|
|
1996
|
Monetary Management Group
St Louis,
Missouri
|
$302K
|
-$20.9K
|
1
|
0.13%
|
Reduced
|
|
|
1997
|
R.M. Davis Inc
Portland,
Maine
|
$302K
|
-$8.3K
|
1
|
0.02%
|
Reduced
|
|
|
1998
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$301K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1999
|
Lehman Brothers Holdings
New York
|
$300K
|
$0
|
1
|
19.02%
|
Maintained
|
|
|
2000
|
Sonata Capital Group
Seattle,
Washington
|
$300K
|
+$316K
|
1
|
0.27%
|
New
|
|