|
1976
|
Wilen Investment Management
Bonita Springs,
Florida
|
$460K
|
-$22.9K
|
2
|
0.28%
|
Reduced
|
|
|
1977
|
Intellectus Partners
San Francisco,
California
|
$458K
|
-$40.4K
|
6
|
0.19%
|
Reduced
|
|
|
1978
|
Avidian Wealth Enterprises
Houston,
Texas
|
$455K
|
-$20.7K
|
1
|
0.17%
|
Reduced
|
|
|
1979
|
RB Capital Management
Reno,
Nevada
|
$455K
|
-$20K
|
2
|
0.36%
|
Reduced
|
|
|
1980
|
Kelleher Financial Advisors
New York
|
$454K
|
-$333K
|
1
|
0.96%
|
Reduced
|
|
|
1981
|
Clear Perspective Advisors
Aurora,
Illinois
|
$453K
|
-$169K
|
5
|
0.37%
|
Reduced
|
|
|
1982
|
Blue Fin Capital
Warren,
Rhode Island
|
$452K
|
-$15.4K
|
1
|
0.28%
|
Reduced
|
|
|
1983
|
HCR Wealth Advisors
Los Angeles,
California
|
$452K
|
+$47.2K
|
1
|
0.19%
|
Increased
|
|
|
1984
|
Maple Capital Management
Montpelier,
Vermont
|
$452K
|
+$194K
|
2
|
0.12%
|
Increased
|
|
|
1985
|
|
$451K
|
$0
|
1
|
0.84%
|
Maintained
|
|
|
1986
|
Blume Capital Management
Berkeley,
California
|
$449K
|
-$42.5K
|
2
|
0.24%
|
Reduced
|
|
|
1987
|
|
$445K
|
-$2.3K
|
1
|
0.07%
|
Reduced
|
|
|
1988
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$445K
|
+$417K
|
1
|
0.03%
|
New
|
|
|
1989
|
Nine Chapters Capital Management
Short Hills,
New Jersey
|
$442K
|
+$386K
|
2
|
0.97%
|
New
|
|
|
1990
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$441K
|
+$407K
|
1
|
0.07%
|
New
|
|
|
1991
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$441K
|
-$11K
|
4
|
0.1%
|
Reduced
|
|
|
1992
|
|
$440K
|
-$3.08K
|
1
|
0.23%
|
Reduced
|
|
|
1993
|
Cordasco Financial Network
Naples,
Florida
|
$438K
|
$0
|
2
|
0.48%
|
Maintained
|
|
|
1994
|
Lincoln Capital
Lincoln,
Nebraska
|
$438K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1995
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$438K
|
-$15.7K
|
1
|
0.1%
|
Reduced
|
|
|
1996
|
Montecito Bank & Trust
Santa Barbara,
California
|
$437K
|
-$8.29K
|
1
|
0.15%
|
Reduced
|
|
|
1997
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$437K
|
+$360
|
7
|
0.15%
|
Increased
|
|
|
1998
|
Cedar Capital
Barrington,
Illinois
|
$436K
|
+$416K
|
2
|
0.21%
|
New
|
|
|
1999
|
Simon Quick Advisors
Morristown,
New Jersey
|
$435K
|
+$424K
|
5
|
0.16%
|
Increased
|
|
|
2000
|
Howe & Rusling
Rochester,
New York
|
$434K
|
+$194K
|
11
|
0.08%
|
Increased
|
|