|
1976
|
Cowen Prime Advisors
New York
|
$256K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1977
|
Main Street Research
Lakeville,
Connecticut
|
$256K
|
+$5.46K
|
1
|
0.04%
|
Increased
|
|
|
1978
|
Verity Asset Management
Durham,
North Carolina
|
$255K
|
-$148K
|
1
|
0.23%
|
Reduced
|
|
|
1979
|
Mission Wealth Management
Santa Barbara,
California
|
$254K
|
+$260K
|
1
|
0.04%
|
New
|
|
|
1980
|
Beacon Financial Group
Dallas,
Texas
|
$253K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1981
|
|
$252K
|
$0
|
1
|
1.2%
|
Maintained
|
|
|
1982
|
|
$251K
|
-$62.9K
|
1
|
0.09%
|
Reduced
|
|
|
1983
|
De Burlo Group
Boston,
Massachusetts
|
$251K
|
-$2.09M
|
1
|
0.05%
|
Reduced
|
|
|
1984
|
Independence Advisors
Wayne,
Pennsylvania
|
$250K
|
+$8.25K
|
1
|
0.08%
|
Increased
|
|
|
1985
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$250K
|
-$19.3K
|
1
|
0.05%
|
Reduced
|
|
|
1986
|
SFMG Wealth Advisors
Plano,
Texas
|
$249K
|
-$623K
|
1
|
0.04%
|
Reduced
|
|
|
1987
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$248K
|
+$214K
|
1
|
0.15%
|
New
|
|
|
1988
|
Sutton Wealth Advisors
Tampa,
Florida
|
$246K
|
+$4.15K
|
6
|
0.17%
|
Increased
|
|
|
1989
|
JVL Associates
Wyoming,
Michigan
|
$245K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1990
|
Valmark Advisers
Akron,
Ohio
|
$245K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1991
|
Firsthand Capital Management
San Jose,
California
|
$243K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1992
|
First Western Capital Management
Los Angeles,
California
|
$243K
|
-$12.1K
|
1
|
1.1%
|
Reduced
|
|
|
1993
|
Addison Capital
Conshohocken,
Pennsylvania
|
$242K
|
-$3.59K
|
1
|
0.19%
|
Reduced
|
|
|
1994
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$242K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1995
|
Bay Colony Advisors
Concord,
Massachusetts
|
$241K
|
+$248K
|
3
|
0.17%
|
New
|
|
|
1996
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$240K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1997
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$240K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1998
|
|
$239K
|
+$244K
|
1
|
0.02%
|
New
|
|
|
1999
|
Farr Miller & Washington
Washington,
District of Columbia
|
$239K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2000
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$239K
|
$0
|
1
|
0.02%
|
Maintained
|
|