|
1976
|
Klingenstein Fields & Co
New York
|
$281K
|
-$24.2M
|
1
|
0.01%
|
Reduced
|
|
|
1977
|
New England Asset Management
Farmington,
Connecticut
|
$281K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1978
|
South Texas Money Management
San Antonio,
Texas
|
$280K
|
+$39.5K
|
1
|
0.02%
|
Increased
|
|
|
1979
|
Oakworth Capital
Birmingham,
Alabama
|
$278K
|
$0
|
4
|
0.16%
|
Maintained
|
|
|
1980
|
LBA Wealth Management
Jacksonville,
Florida
|
$276K
|
-$102K
|
4
|
0.19%
|
Reduced
|
|
|
1981
|
Torray Investment Partners
Bethesda,
Maryland
|
$275K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1982
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$273K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1983
|
Colony Group
Boston,
Massachusetts
|
$272K
|
+$5.36K
|
4
|
0.03%
|
Increased
|
|
|
1984
|
Zuckerman Investment Group
Chicago,
Illinois
|
$271K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1985
|
Gemmer Asset Management
Walnut Creek,
California
|
$270K
|
+$22.6K
|
23
|
0.19%
|
Increased
|
|
|
1986
|
IFC Holdings
Tampa,
Florida
|
$270K
|
-$63K
|
1
|
0.05%
|
Reduced
|
|
|
1987
|
Salem Capital Management
Woburn,
Massachusetts
|
$267K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1988
|
Roosevelt Investment Group
New York
|
$264K
|
-$20.6M
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
Beacon Financial Group
Dallas,
Texas
|
$261K
|
+$278K
|
1
|
0.06%
|
New
|
|
|
1990
|
Lucas Capital Management
Red Bank,
New Jersey
|
$260K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1991
|
Reynolds Capital Management
Las Vegas,
Nevada
|
$258K
|
-$1.72M
|
1
|
0.25%
|
Reduced
|
|
|
1992
|
|
$255K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1993
|
Huntington Steele
Oaks,
Pennsylvania
|
$253K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1994
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$253K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1995
|
Weybosset Research & Management
Province,
Rhode Island
|
$253K
|
-$15.9K
|
1
|
0.17%
|
Reduced
|
|
|
1996
|
D'Orazio & Associates
Falls Church,
Virginia
|
$252K
|
$0
|
3
|
0.18%
|
Maintained
|
|
|
1997
|
Lourd Capital
Beverly Hills,
California
|
$252K
|
+$37.8K
|
1
|
0.03%
|
Increased
|
|
|
1998
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$250K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1999
|
Plancorp LLC
Saint Louis,
Missouri
|
$249K
|
+$266K
|
1
|
0.26%
|
New
|
|
|
2000
|
Windward Capital Management
Los Angeles,
California
|
$249K
|
-$7.43K
|
1
|
0.08%
|
Reduced
|
|