|
1976
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$227K
|
-$53.6K
|
5
|
0.14%
|
Reduced
|
|
|
1977
|
Autus Asset Management
Scottsdale,
Arizona
|
$226K
|
-$29.5K
|
1
|
0.05%
|
Reduced
|
|
|
1978
|
Cowen Prime Advisors
New York
|
$225K
|
$0
|
2
|
0.1%
|
Maintained
|
|
|
1979
|
Palouse Capital Management
Spokane,
Washington
|
$225K
|
-$1.82K
|
1
|
0.1%
|
Reduced
|
|
|
1980
|
Wealth Architects
Mountain View,
California
|
$225K
|
+$208K
|
1
|
0.1%
|
New
|
|
|
1981
|
FNY Managed Accounts
New York
|
$225K
|
+$221K
|
3
|
0.19%
|
New
|
|
|
1982
|
Whitnell & Co
Oak Brook,
Illinois
|
$224K
|
-$40.7K
|
4
|
0.08%
|
Reduced
|
|
|
1983
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$222K
|
+$213K
|
9
|
0.06%
|
New
|
|
|
1984
|
Augustine Asset Management
Jacksonville,
Florida
|
$221K
|
+$223K
|
1
|
0.16%
|
New
|
|
|
1985
|
Ballentine Partners
Waltham,
Massachusetts
|
$221K
|
-$2.94K
|
1
|
0.02%
|
Reduced
|
|
|
1986
|
Probity Advisors
Dallas,
Texas
|
$221K
|
+$212K
|
1
|
0.1%
|
New
|
|
|
1987
|
Regent Investment Management
Louisville,
Kentucky
|
$220K
|
+$202K
|
1
|
0.11%
|
New
|
|
|
1988
|
Coastland Capital
Palo Alto,
California
|
$219K
|
-$5.57M
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$216K
|
+$194K
|
1
|
0.27%
|
New
|
|
|
1990
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$215K
|
-$25.4K
|
1
|
0.15%
|
Reduced
|
|
|
1991
|
Alpine Global Management
New York
|
$214K
|
-$46.9K
|
1
|
0.06%
|
Reduced
|
|
|
1992
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$214K
|
-$652K
|
1
|
0.07%
|
Reduced
|
|
|
1993
|
Harvey Capital Management
Palm Beach,
Florida
|
$213K
|
-$40.9K
|
1
|
0.07%
|
Reduced
|
|
|
1994
|
Bangor Savings Bank
Bangor,
Maine
|
$212K
|
-$8.26K
|
1
|
0.05%
|
Reduced
|
|
|
1995
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$211K
|
+$194K
|
1
|
0.13%
|
New
|
|
|
1996
|
Bray Capital Advisors
Naples,
Florida
|
$209K
|
+$200K
|
1
|
0.13%
|
New
|
|
|
1997
|
Accident Compensation Corp
Wellington,
New Zealand
|
$208K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1998
|
Bison Wealth
Atlanta,
Georgia
|
$208K
|
+$187K
|
1
|
0.18%
|
New
|
|
|
1999
|
Pettee Investors
Rowayton,
Connecticut
|
$207K
|
+$191K
|
1
|
0.2%
|
New
|
|
|
2000
|
Ronald Blue & Co
Roswell,
Georgia
|
$207K
|
+$192K
|
1
|
0.01%
|
New
|
|