|
1976
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$265K
|
+$58.5K
|
2
|
0.19%
|
Increased
|
|
|
1977
|
Robeco Schweiz
Zurich,
Switzerland
|
$261K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
Court Place Advisors
Ellicott City,
Maryland
|
$260K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1979
|
PagnatoKarp Partners
Reston,
Virginia
|
$260K
|
+$68.1K
|
1
|
0.11%
|
Increased
|
|
|
1980
|
Country Club Trust
Kansas City,
Missouri
|
$258K
|
-$7.75K
|
1
|
0.03%
|
Reduced
|
|
|
1981
|
|
$258K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1982
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$258K
|
-$291K
|
4
|
0%
|
Reduced
|
|
|
1983
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$257K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1984
|
First Western Capital Management
Los Angeles,
California
|
$256K
|
-$4.66M
|
1
|
1.22%
|
Reduced
|
|
|
1985
|
Aspiriant LLC
Los Angeles,
California
|
$255K
|
+$271K
|
1
|
0.02%
|
New
|
|
|
1986
|
Beacon Financial Group
Dallas,
Texas
|
$254K
|
+$269K
|
1
|
0.04%
|
New
|
|
|
1987
|
|
$253K
|
-$39.2K
|
1
|
1.27%
|
Reduced
|
|
|
1988
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$253K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1989
|
Credential Securities
Vancouver,
|
$252K
|
+$36.7K
|
3
|
0.06%
|
Increased
|
|
|
1990
|
Berman Capital Advisors
Atlanta,
Georgia
|
$252K
|
+$268K
|
1
|
0.1%
|
New
|
|
|
1991
|
Main Street Research
Lakeville,
Connecticut
|
$252K
|
+$267K
|
1
|
0.04%
|
New
|
|
|
1992
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$251K
|
-$72.6K
|
1
|
0.07%
|
Reduced
|
|
|
1993
|
Abacus Planning Group
Columbia,
South Carolina
|
$250K
|
-$3.32K
|
1
|
0.2%
|
Reduced
|
|
|
1994
|
Koshinski Asset Management
Decatur,
Illinois
|
$248K
|
-$535K
|
1
|
0.08%
|
Reduced
|
|
|
1995
|
CI Global Investments
Oakland,
California
|
$247K
|
+$228K
|
1
|
0%
|
Increased
|
|
|
1996
|
Addison Capital
Conshohocken,
Pennsylvania
|
$246K
|
-$5.95K
|
1
|
0.2%
|
Reduced
|
|
|
1997
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$246K
|
-$3.78K
|
3
|
0.21%
|
Reduced
|
|
|
1998
|
JVL Associates
Wyoming,
Michigan
|
$246K
|
+$261K
|
1
|
0.25%
|
New
|
|
|
1999
|
Valmark Advisers
Akron,
Ohio
|
$246K
|
-$7.2K
|
1
|
0.01%
|
Reduced
|
|
|
2000
|
Capital Bank & Trust
Irvine,
California
|
$245K
|
-$2.7K
|
3
|
0%
|
Reduced
|
|