|
1976
|
Delta Asset Management
Memphis,
Tennessee
|
$162K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1977
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$161K
|
-$40K
|
6
|
0.06%
|
Reduced
|
|
|
1978
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$159K
|
-$5.85K
|
3
|
0.1%
|
Reduced
|
|
|
1979
|
SRB Corp
Boston,
Massachusetts
|
$159K
|
+$162K
|
1
|
0.02%
|
New
|
|
|
1980
|
Integrated Wealth Counsel
Carmel,
California
|
$158K
|
+$19.7K
|
1
|
0.33%
|
Increased
|
|
|
1981
|
Sanders Capital
West Palm Beach,
Florida
|
$150K
|
-$138K
|
1
|
0%
|
Reduced
|
|
|
1982
|
AllSquare Wealth Management
Albany,
New York
|
$146K
|
-$39.3K
|
5
|
0.14%
|
Reduced
|
|
|
1983
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$146K
|
+$26.6K
|
2
|
0%
|
Increased
|
|
|
1984
|
New York Life Trust
New York
|
$141K
|
+$52.9K
|
2
|
0.7%
|
Increased
|
|
|
1985
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$140K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1986
|
Park Circle Company
Baltimore,
Maryland
|
$135K
|
+$205K
|
1
|
0.09%
|
New
|
|
|
1987
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$133K
|
+$24.4K
|
5
|
0.07%
|
Increased
|
|
|
1988
|
Advisors Preferred
Rockville,
Maryland
|
$131K
|
+$114K
|
1
|
0.06%
|
New
|
|
|
1989
|
Thompson Investment Management
Madison,
Wisconsin
|
$130K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1990
|
Tortoise Investment Management
White Plains,
New York
|
$125K
|
-$12.2K
|
3
|
0.04%
|
Reduced
|
|
|
1991
|
City Holding Co
Charleston,
West Virginia
|
$124K
|
-$6.52K
|
3
|
0.05%
|
Reduced
|
|
|
1992
|
Corrado Advisors
Ramsey,
New Jersey
|
$124K
|
+$100K
|
1
|
0.08%
|
New
|
|
|
1993
|
Oberweis Asset Management
Lisle,
Illinois
|
$122K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1994
|
Perritt Capital Management
Chicago,
Illinois
|
$122K
|
-$123K
|
1
|
0.03%
|
Reduced
|
|
|
1995
|
Fortaleza Asset Management
Chicago,
Illinois
|
$118K
|
+$34K
|
3
|
0.17%
|
Increased
|
|
|
1996
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$116K
|
-$164K
|
4
|
0.03%
|
Reduced
|
|
|
1997
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$115K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1998
|
Jump Trading
Chicago,
Illinois
|
$113K
|
-$659K
|
1
|
0.01%
|
Reduced
|
|
|
1999
|
Crosspoint Capital Strategies
Orinda,
California
|
$112K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2000
|
Johanson Financial Advisors
Campbell,
California
|
$112K
|
$0
|
1
|
0.12%
|
Maintained
|
|