|
1976
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$122K
|
$0
|
3
|
0.25%
|
Maintained
|
|
|
1977
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$122K
|
+$119K
|
2
|
0.16%
|
New
|
|
|
1978
|
Lenox Wealth Advisors
New York
|
$121K
|
+$21.9K
|
3
|
0.05%
|
Increased
|
|
|
1979
|
Private Ocean
San Rafael,
California
|
$111K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1980
|
Water Island Capital
New York
|
$111K
|
-$5.57M
|
1
|
0%
|
Reduced
|
|
|
1981
|
Estabrook Capital Management
New York
|
$110K
|
-$29.7K
|
2
|
0.01%
|
Reduced
|
|
|
1982
|
QCI Asset Management
Pittsford,
New York
|
$110K
|
-$18.4K
|
3
|
0.02%
|
Reduced
|
|
|
1983
|
City Holding Co
Charleston,
West Virginia
|
$105K
|
+$11.8K
|
2
|
0.06%
|
Increased
|
|
|
1984
|
Klingman & Associates
New York
|
$102K
|
+$99.4K
|
2
|
0.04%
|
New
|
|
|
1985
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$94K
|
-$110K
|
5
|
0.08%
|
Reduced
|
|
|
1986
|
CTC Alternative Strategies
Chicago,
Illinois
|
$93K
|
+$85.7K
|
1
|
0.19%
|
New
|
|
|
1987
|
Albion Financial Group
Salt Lake City,
Utah
|
$86K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1988
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$84K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1989
|
Winfield Associates
Cleveland,
Ohio
|
$84K
|
-$18.3K
|
2
|
0.06%
|
Reduced
|
|
|
1990
|
Brave Asset Management
Summit,
New Jersey
|
$82K
|
-$32.1K
|
1
|
0.06%
|
Reduced
|
|
|
1991
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$82K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1992
|
Rotella Capital Management
Bellevue,
Washington
|
$81K
|
-$323K
|
2
|
0.07%
|
Reduced
|
|
|
1993
|
Delta Asset Management
Memphis,
Tennessee
|
$78K
|
+$7.86K
|
3
|
0.02%
|
Increased
|
|
|
1994
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$77K
|
+$73.1K
|
3
|
0.08%
|
New
|
|
|
1995
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$73K
|
+$7.63K
|
1
|
0.03%
|
Increased
|
|
|
1996
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$70K
|
-$36.5K
|
1
|
0.05%
|
Reduced
|
|
|
1997
|
MCF Advisors
Covington,
Kentucky
|
$65K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1998
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$62K
|
+$11.3K
|
4
|
0.03%
|
Increased
|
|
|
1999
|
Hexavest
Montreal,
Quebec, Canada
|
$61K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
Central Bank & Trust
Lexington,
Kentucky
|
$60K
|
$0
|
2
|
0.02%
|
Maintained
|
|