|
1976
|
Taurus Asset Management
New York
|
$405K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1977
|
Frontier Investment Management
Dallas,
Texas
|
$404K
|
+$8.21K
|
1
|
0.04%
|
Increased
|
|
|
1978
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$404K
|
-$67K
|
1
|
0.3%
|
Reduced
|
|
|
1979
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$404K
|
-$103K
|
6
|
0.15%
|
Reduced
|
|
|
1980
|
Sonora Investment Management
Tucson,
Arizona
|
$397K
|
-$24.9K
|
6
|
0.07%
|
Reduced
|
|
|
1981
|
Risk Paradigm Group
Austin,
Texas
|
$396K
|
+$241K
|
2
|
0.47%
|
Increased
|
|
|
1982
|
Wilen Investment Management
Bonita Springs,
Florida
|
$393K
|
-$10.2K
|
2
|
0.24%
|
Reduced
|
|
|
1983
|
Alexandria Capital
Arlington,
Virginia
|
$388K
|
-$25.1K
|
5
|
0.1%
|
Reduced
|
|
|
1984
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$388K
|
+$10.9K
|
24
|
0.16%
|
Increased
|
|
|
1985
|
Dimension Capital Management
Coral Gables,
Florida
|
$386K
|
+$359K
|
1
|
0.13%
|
New
|
|
|
1986
|
|
$385K
|
-$10.8K
|
1
|
0.06%
|
Reduced
|
|
|
1987
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$385K
|
-$17.6K
|
1
|
0.36%
|
Reduced
|
|
|
1988
|
Montecito Bank & Trust
Santa Barbara,
California
|
$384K
|
-$2.74K
|
1
|
0.14%
|
Reduced
|
|
|
1989
|
|
$383K
|
$0
|
1
|
0.52%
|
Maintained
|
|
|
1990
|
Baltimore Capital Management
Baltimore,
Maryland
|
$379K
|
+$396K
|
1
|
0.55%
|
New
|
|
|
1991
|
Concert Wealth Management
San Jose,
California
|
$379K
|
-$2.21M
|
2
|
0.37%
|
Reduced
|
|
|
1992
|
Gradient Investments
Arden Hills,
Minnesota
|
$378K
|
+$816
|
3
|
0.03%
|
Increased
|
|
|
1993
|
Krilogy Financial
St. Louis,
Missouri
|
$377K
|
+$65.2K
|
8
|
0.11%
|
Increased
|
|
|
1994
|
Sabal Trust
St. Petersburg,
Florida
|
$377K
|
+$10.9K
|
1
|
0.04%
|
Increased
|
|
|
1995
|
Point72 Hong Kong
Hong Kong
|
$372K
|
-$282K
|
12
|
0.39%
|
Reduced
|
|
|
1996
|
Raffa Wealth Management
Washington,
District of Columbia
|
$371K
|
$0
|
8
|
0.16%
|
Maintained
|
|
|
1997
|
InterOcean Capital
Chicago,
Illinois
|
$370K
|
-$203K
|
1
|
0.06%
|
Reduced
|
|
|
1998
|
Versant Capital Management
Phoenix,
Arizona
|
$370K
|
-$8.48K
|
28
|
0.2%
|
Reduced
|
|
|
1999
|
Global Retirement Partners
San Rafael,
California
|
$369K
|
-$45.6K
|
7
|
0.17%
|
Reduced
|
|
|
2000
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$368K
|
-$56K
|
1
|
0.03%
|
Reduced
|
|