|
1976
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$425K
|
+$50.7K
|
1
|
0.16%
|
Increased
|
|
|
1977
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$423K
|
+$3.21K
|
1
|
0.13%
|
Increased
|
|
|
1978
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$420K
|
-$34.5K
|
3
|
0.17%
|
Reduced
|
|
|
1979
|
TigerShark Management
New York
|
$418K
|
-$256K
|
1
|
0.42%
|
Reduced
|
|
|
1980
|
Karpas Strategies
Litchfield,
Connecticut
|
$413K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1981
|
Oakworth Capital
Birmingham,
Alabama
|
$411K
|
+$124K
|
8
|
0.21%
|
Increased
|
|
|
1982
|
Cheyne Capital Management (UK)
London,
United Kingdom
|
$408K
|
+$225K
|
1
|
0.11%
|
Increased
|
|
|
1983
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$408K
|
+$42K
|
1
|
0.06%
|
Increased
|
|
|
1984
|
Avalon Investment & Advisory
Houston,
Texas
|
$407K
|
+$395K
|
1
|
0.02%
|
New
|
|
|
1985
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$407K
|
+$91.1K
|
2
|
0.04%
|
Increased
|
|
|
1986
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$407K
|
-$43.8K
|
2
|
0.21%
|
Reduced
|
|
|
1987
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$405K
|
+$38.9K
|
3
|
1.14%
|
Increased
|
|
|
1988
|
Lehman Financial Resources
Media,
Pennsylvania
|
$402K
|
-$17.3K
|
4
|
0.2%
|
Reduced
|
|
|
1989
|
Holt Capital Partners
Fort Worth,
Texas
|
$400K
|
+$399K
|
4
|
0.17%
|
New
|
|
|
1990
|
Aris Wealth Services
State College,
Pennsylvania
|
$398K
|
+$11.5K
|
1
|
0.44%
|
Increased
|
|
|
1991
|
Kokusai Asset Management
Tokyo,
Japan
|
$398K
|
+$67.3K
|
3
|
0.61%
|
Increased
|
|
|
1992
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$398K
|
+$75K
|
1
|
0.05%
|
Increased
|
|
|
1993
|
Beck Capital Management
Austin,
Texas
|
$388K
|
+$376K
|
1
|
0.23%
|
New
|
|
|
1994
|
Alpha Cubed Investments
Irvine,
California
|
$387K
|
-$4.87K
|
1
|
0.15%
|
Reduced
|
|
|
1995
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$386K
|
+$389
|
1
|
0.12%
|
Increased
|
|
|
1996
|
Stockman Wealth Management
Billings,
Montana
|
$386K
|
+$377K
|
1
|
0.33%
|
New
|
|
|
1997
|
HHG & Company
Darien,
Connecticut
|
$385K
|
+$214K
|
2
|
0.09%
|
Increased
|
|
|
1998
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$385K
|
-$7.11K
|
1
|
0.29%
|
Reduced
|
|
|
1999
|
Homrich & Berg
Atlanta,
Georgia
|
$380K
|
-$614K
|
1
|
0.04%
|
Reduced
|
|
|
2000
|
King Wealth Management Group
Naples,
Florida
|
$380K
|
+$122K
|
1
|
0.2%
|
Increased
|
|