|
1976
|
Hardin Capital Partners
Greenville,
South Carolina
|
$1.84M
|
-$56.3K
|
3
|
0.85%
|
Reduced
|
|
|
1977
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$1.84M
|
-$59.9K
|
1
|
1.15%
|
Reduced
|
|
|
1978
|
XML Financial
Bethesda,
Maryland
|
$1.83M
|
-$125K
|
3
|
0.13%
|
Reduced
|
|
|
1979
|
Financial Alternatives
La Jolla,
California
|
$1.83M
|
-$1.58K
|
1
|
0.9%
|
Reduced
|
|
|
1980
|
Polianta Ltd
St Helier,
Jersey
|
$1.83M
|
+$2.08M
|
1
|
0.23%
|
New
|
|
|
1981
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$1.83M
|
+$1.91M
|
2
|
0.36%
|
Increased
|
|
|
1982
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.83M
|
+$251K
|
8
|
0.12%
|
Increased
|
|
|
1983
|
Kirr Marbach & Co
Columbus,
Indiana
|
$1.82M
|
-$27.1K
|
1
|
0.31%
|
Reduced
|
|
|
1984
|
Evercore Wealth Management
New York
|
$1.82M
|
+$525K
|
3
|
0.03%
|
Increased
|
|
|
1985
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.82M
|
-$1.58M
|
4
|
0.38%
|
Reduced
|
|
|
1986
|
NBT Bank
Norwich,
New York
|
$1.81M
|
-$88.6K
|
5
|
0.12%
|
Reduced
|
|
|
1987
|
REYL & Cie S.A.
Geneva,
Switzerland
|
$1.81M
|
+$1.72M
|
2
|
2.09%
|
New
|
|
|
1988
|
Busey Bank
Urbana,
Illinois
|
$1.81M
|
-$103K
|
3
|
0.04%
|
Reduced
|
|
|
1989
|
Kesler Norman & Wride
Ogden,
Utah
|
$1.81M
|
+$253K
|
2
|
0.29%
|
Increased
|
|
|
1990
|
Walter Public Investments
Westmount,
Canada
|
$1.81M
|
-$6.77M
|
1
|
0.44%
|
Reduced
|
|
|
1991
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$1.81M
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1992
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$1.81M
|
-$7.47K
|
1
|
0.37%
|
Reduced
|
|
|
1993
|
Quadcap Wealth Management
Frisco,
Texas
|
$1.81M
|
-$168K
|
2
|
0.18%
|
Reduced
|
|
|
1994
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$1.81M
|
-$226K
|
1
|
0.14%
|
Reduced
|
|
|
1995
|
Probity Advisors
Dallas,
Texas
|
$1.8M
|
-$37.4K
|
3
|
0.26%
|
Reduced
|
|
|
1996
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$1.8M
|
-$45.6K
|
2
|
0.98%
|
Reduced
|
|
|
1997
|
Oslo Pensjonsforsikring
Oslo,
|
$1.8M
|
+$726K
|
5
|
0.21%
|
Increased
|
|
|
1998
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.8M
|
-$331K
|
3
|
0.52%
|
Reduced
|
|
|
1999
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$1.79M
|
-$130K
|
1
|
0.15%
|
Reduced
|
|
|
2000
|
HWG Holdings
Houston,
Texas
|
$1.79M
|
-$5.04M
|
1
|
0.4%
|
Reduced
|
|