|
1976
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$333K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1977
|
Texas Capital Bancshares
Dallas,
Texas
|
$332K
|
+$314K
|
1
|
0.75%
|
New
|
|
|
1978
|
Diker Management
New York
|
$331K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1979
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$328K
|
-$45.2K
|
1
|
0.09%
|
Reduced
|
|
|
1980
|
Weatherstone Capital Management
Denver,
Colorado
|
$328K
|
+$46.7K
|
1
|
0.22%
|
Increased
|
|
|
1981
|
Quantum Capital Management (California)
San Francisco,
California
|
$326K
|
-$24.9K
|
1
|
0.08%
|
Reduced
|
|
|
1982
|
Gemmer Asset Management
Walnut Creek,
California
|
$325K
|
+$854
|
9
|
0.14%
|
Increased
|
|
|
1983
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$325K
|
+$555K
|
1
|
0.1%
|
Increased
|
|
|
1984
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$324K
|
-$212K
|
1
|
0%
|
Reduced
|
|
|
1985
|
Schnieders Capital Management
Pasadena,
California
|
$324K
|
+$87K
|
1
|
0.15%
|
Increased
|
|
|
1986
|
SSI Investment Management
Los Angeles,
California
|
$320K
|
-$3.69K
|
1
|
0.03%
|
Reduced
|
|
|
1987
|
Old West Investment Management
Los Angeles,
California
|
$317K
|
-$34.3K
|
1
|
0.17%
|
Reduced
|
|
|
1988
|
Bellecapital
Zurich,
Switzerland
|
$316K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1989
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$315K
|
-$1.24M
|
1
|
0.1%
|
Reduced
|
|
|
1990
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$314K
|
-$33.6K
|
1
|
0.24%
|
Reduced
|
|
|
1991
|
Ironwood Investment Management
Boston,
Massachusetts
|
$314K
|
+$8.46K
|
1
|
0.23%
|
Increased
|
|
|
1992
|
Wealth Architects
Mountain View,
California
|
$314K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1993
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$313K
|
-$667K
|
7
|
0.04%
|
Reduced
|
|
|
1994
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$313K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1995
|
Cobblestone Capital Advisors
Rochester,
New York
|
$311K
|
-$43.1K
|
1
|
0.04%
|
Reduced
|
|
|
1996
|
Markel Group
Glen Allen,
Virginia
|
$309K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1997
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$306K
|
-$600K
|
1
|
0.12%
|
Reduced
|
|
|
1998
|
Partnervest Advisory Services
Santa Barbara,
California
|
$304K
|
-$34.3K
|
1
|
0.14%
|
Reduced
|
|
|
1999
|
Cacti Asset Management
Atlanta,
Georgia
|
$302K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2000
|
Doheny Asset Management
Los Angeles,
California
|
$300K
|
$0
|
1
|
0.14%
|
Maintained
|
|