|
1976
|
Sonata Capital Group
Seattle,
Washington
|
$225K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1977
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$224K
|
+$202K
|
1
|
0.04%
|
New
|
|
|
1978
|
Highlander Capital Management
Short Hills,
New Jersey
|
$223K
|
$0
|
3
|
0.2%
|
Maintained
|
|
|
1979
|
Asset Dedication LLC
San Francisco,
California
|
$222K
|
-$25.8K
|
4
|
0.15%
|
Reduced
|
|
|
1980
|
Elm Advisors
Burlingame,
California
|
$220K
|
+$198K
|
1
|
0.21%
|
New
|
|
|
1981
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$220K
|
-$10.3K
|
1
|
0.08%
|
Reduced
|
|
|
1982
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$220K
|
+$7.17K
|
5
|
0.18%
|
Increased
|
|
|
1983
|
Pacific Global Investment Management
Glendale,
California
|
$220K
|
+$235K
|
1
|
0.05%
|
New
|
|
|
1984
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$218K
|
+$229K
|
1
|
0.03%
|
New
|
|
|
1985
|
Penobscot Investment Management
Boston,
Massachusetts
|
$218K
|
-$114K
|
1
|
0.08%
|
Reduced
|
|
|
1986
|
Van Strum & Towne
San Francisco,
California
|
$218K
|
+$197K
|
1
|
0.14%
|
New
|
|
|
1987
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$217K
|
-$9.23K
|
1
|
0.21%
|
Reduced
|
|
|
1988
|
Regal Wealth Group
Seal Beach,
California
|
$217K
|
-$8.38K
|
6
|
0.2%
|
Reduced
|
|
|
1989
|
Amarillo National Bank
Amarillo,
Texas
|
$215K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1990
|
Tiemann Investment Advisors
Menlo Park,
California
|
$215K
|
-$5.51K
|
1
|
0.2%
|
Reduced
|
|
|
1991
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$214K
|
+$13.2K
|
1
|
0.01%
|
Increased
|
|
|
1992
|
Champlain Investment Partners
Burlington,
Vermont
|
$213K
|
+$192K
|
1
|
0%
|
New
|
|
|
1993
|
Yorktown Management & Research Company
Forest,
Virginia
|
$212K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1994
|
First New York Securities
New York
|
$212K
|
+$219K
|
1
|
0.13%
|
Increased
|
|
|
1995
|
Sutton Wealth Advisors
Tampa,
Florida
|
$212K
|
+$22.6K
|
10
|
0.2%
|
Increased
|
|
|
1996
|
DF Dent & Co
Baltimore,
Maryland
|
$211K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1997
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$210K
|
-$217K
|
1
|
0.22%
|
Reduced
|
|
|
1998
|
Carl Domino
West Palm Beach,
Florida
|
$210K
|
-$201K
|
1
|
0.2%
|
Reduced
|
|
|
1999
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$209K
|
-$87.3K
|
1
|
0.02%
|
Reduced
|
|
|
2000
|
BSW Wealth Partners
Boulder,
Colorado
|
$208K
|
+$188K
|
1
|
0.11%
|
New
|
|