|
1976
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$228K
|
+$97.7K
|
5
|
0.14%
|
Increased
|
|
|
1977
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$226K
|
-$86.6K
|
1
|
0.05%
|
Reduced
|
|
|
1978
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$225K
|
+$186K
|
1
|
0.1%
|
New
|
|
|
1979
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$225K
|
+$16.5K
|
1
|
0.03%
|
Increased
|
|
|
1980
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$225K
|
-$322K
|
1
|
0.11%
|
Reduced
|
|
|
1981
|
Sutton Wealth Advisors
Tampa,
Florida
|
$224K
|
+$6.32K
|
9
|
0.2%
|
Increased
|
|
|
1982
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$222K
|
-$155K
|
1
|
0.09%
|
Reduced
|
|
|
1983
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$222K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1984
|
Highlander Capital Management
Short Hills,
New Jersey
|
$222K
|
$0
|
3
|
0.2%
|
Maintained
|
|
|
1985
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$222K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1986
|
Private Vista
Chicago,
Illinois
|
$222K
|
+$219K
|
1
|
0.06%
|
New
|
|
|
1987
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$222K
|
+$30K
|
1
|
0.05%
|
Increased
|
|
|
1988
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$221K
|
-$141K
|
2
|
0.87%
|
Reduced
|
|
|
1989
|
Elm Advisors
Burlingame,
California
|
$218K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1990
|
Birchview Capital
Burlington,
Vermont
|
$217K
|
+$110K
|
1
|
0.13%
|
Increased
|
|
|
1991
|
Cypress Capital Group
Palm Beach,
Florida
|
$217K
|
+$64.8K
|
1
|
0.05%
|
Increased
|
|
|
1992
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$216K
|
+$183K
|
1
|
0.01%
|
New
|
|
|
1993
|
Sonata Capital Group
Seattle,
Washington
|
$216K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1994
|
Van Strum & Towne
San Francisco,
California
|
$216K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1995
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$214K
|
+$211K
|
1
|
0.23%
|
New
|
|
|
1996
|
Pacific Global Investment Management
Glendale,
California
|
$211K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1997
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$211K
|
+$175K
|
1
|
0.08%
|
New
|
|
|
1998
|
Stockman Wealth Management
Billings,
Montana
|
$211K
|
+$74.2K
|
1
|
0.13%
|
Increased
|
|
|
1999
|
Waverly Advisors
Birmingham,
Alabama
|
$211K
|
+$207K
|
1
|
0.09%
|
New
|
|
|
2000
|
Cupps Capital Management
Chicago,
Illinois
|
$210K
|
-$2.99M
|
3
|
0.09%
|
Reduced
|
|