|
1976
|
Asset Dedication LLC
San Francisco,
California
|
$249K
|
-$156K
|
5
|
0.18%
|
Reduced
|
|
|
1977
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$247K
|
-$239K
|
1
|
0.11%
|
Reduced
|
|
|
1978
|
Sonata Capital Group
Seattle,
Washington
|
$243K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1979
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$242K
|
+$208K
|
1
|
0.1%
|
New
|
|
|
1980
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$242K
|
+$12.6K
|
1
|
0.25%
|
Increased
|
|
|
1981
|
WESPAC Advisors SoCal
Pasadena,
California
|
$242K
|
-$88.6K
|
4
|
0.18%
|
Reduced
|
|
|
1982
|
Markston International
White Plains,
New York
|
$241K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1983
|
Norman Fields Gottscho Capital Management
New York
|
$240K
|
-$4.46M
|
2
|
0.16%
|
Reduced
|
|
|
1984
|
|
$239K
|
+$238K
|
1
|
0.25%
|
New
|
|
|
1985
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$237K
|
+$3.38K
|
1
|
0.04%
|
Increased
|
|
|
1986
|
|
$236K
|
+$4.97K
|
3
|
0.15%
|
Increased
|
|
|
1987
|
Regal Wealth Group
Seal Beach,
California
|
$236K
|
+$5.91K
|
5
|
0.23%
|
Increased
|
|
|
1988
|
Everett Harris & Co
Los Angeles,
California
|
$233K
|
-$212K
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
Starfire Investment Advisers
Southfield,
Michigan
|
$232K
|
+$201
|
1
|
0.15%
|
Increased
|
|
|
1990
|
Amarillo National Bank
Amarillo,
Texas
|
$230K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1991
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$230K
|
-$226K
|
1
|
0.21%
|
Reduced
|
|
|
1992
|
|
$230K
|
$0
|
1
|
0.5%
|
Maintained
|
|
|
1993
|
Falcon Point Capital
San Francisco,
California
|
$230K
|
+$226K
|
1
|
0.04%
|
New
|
|
|
1994
|
Yorktown Management & Research Company
Forest,
Virginia
|
$230K
|
-$2.35M
|
1
|
0.04%
|
Reduced
|
|
|
1995
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$229K
|
-$225K
|
1
|
0.07%
|
Reduced
|
|
|
1996
|
DF Dent & Co
Baltimore,
Maryland
|
$228K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1997
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$226K
|
-$751K
|
1
|
0.05%
|
Reduced
|
|
|
1998
|
Pioneer Trust Bank
Salem,
Oregon
|
$223K
|
-$27.8K
|
1
|
0.14%
|
Reduced
|
|
|
1999
|
Friedberg Investment Management
Houston,
Texas
|
$222K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2000
|
HHG & Company
Darien,
Connecticut
|
$221K
|
-$2.92K
|
1
|
0.06%
|
Reduced
|
|