|
1976
|
Wealth Architects
Mountain View,
California
|
$277K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1977
|
Markel Group
Glen Allen,
Virginia
|
$275K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
Leisure Capital Management
Costa Mesa,
California
|
$274K
|
-$254K
|
2
|
0.24%
|
Reduced
|
|
|
1979
|
REDW Wealth
Albuquerque,
New Mexico
|
$273K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1980
|
Point72 Hong Kong
Hong Kong
|
$272K
|
-$577K
|
10
|
0.36%
|
Reduced
|
|
|
1981
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$268K
|
-$40.9K
|
1
|
0.06%
|
Reduced
|
|
|
1982
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$268K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1983
|
Doheny Asset Management
Los Angeles,
California
|
$267K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1984
|
Venturi Wealth Management
Austin,
Texas
|
$267K
|
+$259K
|
1
|
0.06%
|
New
|
|
|
1985
|
Balentine LLC
Atlanta,
Georgia
|
$266K
|
+$45.3K
|
6
|
0.03%
|
Increased
|
|
|
1986
|
RBF Capital
San Francisco,
California
|
$264K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1987
|
LGL Partners
Philadelphia,
Pennsylvania
|
$263K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1988
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$262K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1989
|
Agran Libbie
Santa Monica,
California
|
$261K
|
-$5.53K
|
2
|
0.06%
|
Reduced
|
|
|
1990
|
B. Riley Financial
Los Angeles,
California
|
$258K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1991
|
Nottingham Advisors
Amherst,
New York
|
$257K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1992
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$256K
|
-$11.2K
|
1
|
0.03%
|
Reduced
|
|
|
1993
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$253K
|
-$81.8K
|
1
|
0.04%
|
Reduced
|
|
|
1994
|
Stockman Wealth Management
Billings,
Montana
|
$250K
|
-$22.7K
|
1
|
0.14%
|
Reduced
|
|
|
1995
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$249K
|
+$40.4K
|
9
|
0.03%
|
Increased
|
|
|
1996
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$248K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1997
|
Cacti Asset Management
Atlanta,
Georgia
|
$247K
|
+$53.8K
|
1
|
0.02%
|
Increased
|
|
|
1998
|
Weatherstone Capital Management
Denver,
Colorado
|
$246K
|
+$7.95K
|
1
|
0.27%
|
Increased
|
|
|
1999
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$244K
|
+$197K
|
2
|
0.09%
|
Increased
|
|
|
2000
|
Investment Partners
New Philadelphia,
Ohio
|
$243K
|
$0
|
1
|
0.23%
|
Maintained
|
|