|
1976
|
|
$323K
|
-$147K
|
11
|
0.06%
|
Reduced
|
|
|
1977
|
Vicus Capital
State College,
Pennsylvania
|
$321K
|
+$2.91K
|
1
|
0.06%
|
Increased
|
|
|
1978
|
Independence Trust
Franklin,
Tennessee
|
$318K
|
$0
|
2
|
0.2%
|
Maintained
|
|
|
1979
|
DF Dent & Co
Baltimore,
Maryland
|
$317K
|
-$5.16M
|
1
|
0.01%
|
Reduced
|
|
|
1980
|
Flossbach Von Storch
Cologne,
Germany
|
$316K
|
-$359K
|
1
|
0.01%
|
Reduced
|
|
|
1981
|
Gupta Wealth Management
San Diego,
California
|
$316K
|
+$308K
|
11
|
0.09%
|
New
|
|
|
1982
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$315K
|
-$8.18M
|
1
|
0.06%
|
Reduced
|
|
|
1983
|
Fiduciary Services Corp
Savannah,
Georgia
|
$313K
|
-$214K
|
1
|
0.1%
|
Reduced
|
|
|
1984
|
Yorkville Capital Management
New York
|
$312K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1985
|
Gratry & Company
Beachwood,
Ohio
|
$306K
|
-$421K
|
1
|
0.17%
|
Reduced
|
|
|
1986
|
Atlas Brown
Louisville,
Kentucky
|
$305K
|
-$102K
|
1
|
0.08%
|
Reduced
|
|
|
1987
|
First New York Securities
New York
|
$304K
|
-$530K
|
5
|
0.3%
|
Reduced
|
|
|
1988
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$303K
|
-$2M
|
1
|
0%
|
Reduced
|
|
|
1989
|
Zhang Financial
Portage,
Michigan
|
$303K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1990
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$302K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1991
|
Telemetry Investments
New York
|
$300K
|
-$423K
|
1
|
0.17%
|
Reduced
|
|
|
1992
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$297K
|
+$29.7K
|
1
|
0.27%
|
Increased
|
|
|
1993
|
Thompson Davis & Co
Richmond,
Virginia
|
$297K
|
-$22.9K
|
15
|
0.36%
|
Reduced
|
|
|
1994
|
Ken Stern & Associates
San Diego,
California
|
$296K
|
+$292K
|
1
|
0.22%
|
New
|
|
|
1995
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$295K
|
-$5.85M
|
1
|
0.08%
|
Reduced
|
|
|
1996
|
Argent Trust Co
Nashville,
Tennessee
|
$294K
|
-$30.4K
|
1
|
0.15%
|
Reduced
|
|
|
1997
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$292K
|
+$128K
|
4
|
0.14%
|
Increased
|
|
|
1998
|
Windward Capital Management
Los Angeles,
California
|
$289K
|
+$541
|
1
|
0.07%
|
Increased
|
|
|
1999
|
Holt Capital Partners
Fort Worth,
Texas
|
$288K
|
-$111K
|
4
|
0.12%
|
Reduced
|
|
|
2000
|
Breithorn Capital Management
New York
|
$286K
|
$0
|
1
|
0.18%
|
Maintained
|
|