|
1976
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$108K
|
-$10.3K
|
2
|
0.04%
|
Reduced
|
|
|
1977
|
First Eagle Investment Management
New York
|
$106K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
Trust Company
Manhattan,
Kansas
|
$105K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1979
|
Veritas Investment Management
London,
United Kingdom
|
$103K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1980
|
MCF Advisors
Covington,
Kentucky
|
$101K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1981
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$99K
|
+$67.2K
|
2
|
0.05%
|
Increased
|
|
|
1982
|
Landaas & Company
Milwaukee,
Wisconsin
|
$98K
|
+$92.6K
|
2
|
0.09%
|
New
|
|
|
1983
|
Tortoise Investment Management
White Plains,
New York
|
$97K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1984
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$93K
|
-$20.8K
|
3
|
0.03%
|
Reduced
|
|
|
1985
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$92.3K
|
-$424K
|
2
|
0.08%
|
Reduced
|
|
|
1986
|
New Capital Management
Houston,
Texas
|
$90K
|
+$1.87K
|
2
|
0.16%
|
Increased
|
|
|
1987
|
AllSquare Wealth Management
Albany,
New York
|
$88K
|
+$81.6K
|
4
|
0.07%
|
Increased
|
|
|
1988
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$81K
|
+$8.68K
|
2
|
0.03%
|
Increased
|
|
|
1989
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$76K
|
+$73.5K
|
2
|
0.05%
|
New
|
|
|
1990
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$70.9K
|
+$68.6K
|
1
|
0.03%
|
New
|
|
|
1991
|
American Beacon Advisors
Irving,
Texas
|
$69K
|
$0
|
1
|
0.82%
|
Maintained
|
|
|
1992
|
QV Investors
Calgary,
Alberta, Canada
|
$69K
|
-$1.62M
|
1
|
0%
|
Reduced
|
|
|
1993
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$68K
|
$0
|
3
|
0.32%
|
Maintained
|
|
|
1994
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$64K
|
+$23.3K
|
1
|
0.02%
|
Increased
|
|
|
1995
|
Cowen Prime Advisors
New York
|
$63K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1996
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$63K
|
+$10.8K
|
2
|
0.07%
|
Increased
|
|
|
1997
|
D. Scott Neal
Lexington,
Kentucky
|
$58K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1998
|
Ruggie Capital Group
Tavares,
Florida
|
$52K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1999
|
Barnett & Company
Chattanooga,
Tennessee
|
$51K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2000
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$51K
|
$0
|
2
|
0.03%
|
Maintained
|
|