|
1976
|
Norway Savings Bank
Portland,
Maine
|
$105K
|
+$4.72K
|
2
|
0.1%
|
Increased
|
|
|
1977
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$102K
|
+$13.6K
|
1
|
0.05%
|
Increased
|
|
|
1978
|
First Eagle Investment Management
New York
|
$100K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1979
|
Trust Company
Manhattan,
Kansas
|
$98K
|
-$9.56K
|
2
|
0.05%
|
Reduced
|
|
|
1980
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$97K
|
-$56.9K
|
6
|
0.01%
|
Reduced
|
|
|
1981
|
Veritas Investment Management
London,
United Kingdom
|
$97K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1982
|
MCF Advisors
Covington,
Kentucky
|
$95K
|
-$37.2K
|
3
|
0.02%
|
Reduced
|
|
|
1983
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$94K
|
+$11.4K
|
4
|
0.1%
|
Increased
|
|
|
1984
|
Tortoise Investment Management
White Plains,
New York
|
$92K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1985
|
Lee Financial
Dallas,
Texas
|
$87K
|
+$5.66K
|
2
|
0.03%
|
Increased
|
|
|
1986
|
New Capital Management
Houston,
Texas
|
$84K
|
-$1.78K
|
2
|
0.15%
|
Reduced
|
|
|
1987
|
Monroe Bank & Trust
Monroe,
Michigan
|
$72K
|
-$65.4K
|
1
|
0.02%
|
Reduced
|
|
|
1988
|
Ninety One
Cape Town,
South Africa
|
$71K
|
+$18.4K
|
1
|
0.04%
|
Increased
|
|
|
1989
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$69K
|
-$25.5K
|
2
|
0.03%
|
Reduced
|
|
|
1990
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$68K
|
+$66.6K
|
2
|
0.03%
|
New
|
|
|
1991
|
IHT Wealth Management
Chicago,
Illinois
|
$67K
|
+$16.6K
|
4
|
0.03%
|
Increased
|
|
|
1992
|
American Beacon Advisors
Irving,
Texas
|
$66K
|
$0
|
1
|
0.84%
|
Maintained
|
|
|
1993
|
Advisors Preferred
Rockville,
Maryland
|
$63K
|
+$61K
|
1
|
0.03%
|
New
|
|
|
1994
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$62K
|
-$96.1K
|
3
|
0.33%
|
Reduced
|
|
|
1995
|
Cowen Prime Advisors
New York
|
$60K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1996
|
D. Scott Neal
Lexington,
Kentucky
|
$55K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1997
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$49K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1998
|
Ruggie Capital Group
Tavares,
Florida
|
$49K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1999
|
Barnett & Company
Chattanooga,
Tennessee
|
$48K
|
+$48K
|
1
|
0.02%
|
New
|
|
|
2000
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$47K
|
$0
|
2
|
0.03%
|
Maintained
|
|