|
1976
|
IMS Capital Management
Portland,
Oregon
|
$352K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
1977
|
Huntington Steele
Oaks,
Pennsylvania
|
$351K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1978
|
Wimmer Associates 1
Pasadena,
California
|
$351K
|
-$224K
|
1
|
0.33%
|
Reduced
|
|
|
1979
|
Taurus Asset Management
New York
|
$350K
|
-$56.8K
|
1
|
0.06%
|
Reduced
|
|
|
1980
|
Tompkins Financial
Ithaca,
New York
|
$348K
|
$0
|
4
|
0.09%
|
Maintained
|
|
|
1981
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$347K
|
-$55.7K
|
20
|
0.15%
|
Reduced
|
|
|
1982
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$345K
|
-$27.6K
|
1
|
0.21%
|
Reduced
|
|
|
1983
|
|
$343K
|
-$103K
|
1
|
0.06%
|
Reduced
|
|
|
1984
|
Versor Investments
New York
|
$343K
|
-$100K
|
1
|
0.13%
|
Reduced
|
|
|
1985
|
Frontier Investment Management
Dallas,
Texas
|
$339K
|
+$347K
|
1
|
0.03%
|
New
|
|
|
1986
|
Bluefin Capital Management
New York
|
$338K
|
-$7M
|
1
|
0.04%
|
Reduced
|
|
|
1987
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$338K
|
+$9.56K
|
1
|
0.25%
|
Increased
|
|
|
1988
|
|
$338K
|
$0
|
1
|
0.48%
|
Maintained
|
|
|
1989
|
Lombardia Capital Partners
Pasadena,
California
|
$337K
|
-$5.35M
|
1
|
0.31%
|
Reduced
|
|
|
1990
|
Raffa Wealth Management
Washington,
District of Columbia
|
$337K
|
-$190K
|
8
|
0.16%
|
Reduced
|
|
|
1991
|
Rational Advisors
Huntington,
New York
|
$336K
|
-$413K
|
5
|
0.22%
|
Reduced
|
|
|
1992
|
Montecito Bank & Trust
Santa Barbara,
California
|
$334K
|
-$382K
|
1
|
0.12%
|
Reduced
|
|
|
1993
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$332K
|
+$339K
|
4
|
0.26%
|
New
|
|
|
1994
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$330K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
1995
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$327K
|
-$1.65M
|
1
|
0.18%
|
Reduced
|
|
|
1996
|
Quotient Investors
New York
|
$327K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1997
|
Strategic Global Advisors
Newport Beach,
California
|
$324K
|
+$309K
|
1
|
0.12%
|
New
|
|
|
1998
|
Kissinger Financial Services
Hunt Valley,
Maryland
|
$319K
|
+$35.3K
|
1
|
0.33%
|
Increased
|
|
|
1999
|
Torch Wealth Management
Cincinnati,
Ohio
|
$319K
|
-$104K
|
1
|
0.21%
|
Reduced
|
|
|
2000
|
Premier Asset Management
Chicago,
Illinois
|
$318K
|
$0
|
1
|
0.08%
|
Maintained
|
|