|
1976
|
Summit Securities Group
New York
|
$229K
|
+$174K
|
1
|
0.17%
|
Increased
|
|
|
1977
|
Wellington Shields & Co
New York
|
$229K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1978
|
Gratus Capital
Atlanta,
Georgia
|
$228K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1979
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$226K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1980
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$226K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1981
|
Albion Financial Group
Salt Lake City,
Utah
|
$224K
|
-$3.28M
|
1
|
0.04%
|
Reduced
|
|
|
1982
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$224K
|
-$30K
|
1
|
0.43%
|
Reduced
|
|
|
1983
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$222K
|
-$22.4K
|
3
|
0.09%
|
Reduced
|
|
|
1984
|
Valentine Capital Asset Management
Danville,
California
|
$222K
|
-$85.8K
|
1
|
0.2%
|
Reduced
|
|
|
1985
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$221K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1986
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$221K
|
-$134K
|
13
|
0.13%
|
Reduced
|
|
|
1987
|
Windsor Capital Management
Phoenix,
Arizona
|
$220K
|
-$30.1K
|
2
|
0.13%
|
Reduced
|
|
|
1988
|
Choreo LLC
Rockford,
Illinois
|
$219K
|
+$4.75K
|
1
|
0.06%
|
Increased
|
|
|
1989
|
McGowan Group Asset Management
Dallas,
Texas
|
$219K
|
+$39.2K
|
1
|
0.04%
|
Increased
|
|
|
1990
|
North American Management
Boston,
Massachusetts
|
$218K
|
-$264K
|
1
|
0.04%
|
Reduced
|
|
|
1991
|
Lucas Capital Management
Red Bank,
New Jersey
|
$217K
|
-$6.6K
|
1
|
0.13%
|
Reduced
|
|
|
1992
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$217K
|
-$20.3K
|
2
|
0.04%
|
Reduced
|
|
|
1993
|
IFC Holdings
Tampa,
Florida
|
$213K
|
+$44.4K
|
2
|
0.03%
|
Increased
|
|
|
1994
|
Starfire Investment Advisers
Southfield,
Michigan
|
$212K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1995
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$212K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1996
|
Breithorn Capital Management
New York
|
$212K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1997
|
Trustco Bank (New York)
Albany,
New York
|
$212K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1998
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$210K
|
-$224K
|
1
|
0.03%
|
Reduced
|
|
|
1999
|
Grimes & Company
Westborough,
Massachusetts
|
$210K
|
+$7.65K
|
1
|
0.03%
|
Increased
|
|
|
2000
|
Howe & Rusling
Rochester,
New York
|
$210K
|
-$31.2K
|
10
|
0.05%
|
Reduced
|
|