|
1976
|
Modera Wealth Management
Westwood,
New Jersey
|
$233K
|
-$13.5K
|
1
|
0.05%
|
Reduced
|
|
|
1977
|
Next Capital Management
New York
|
$233K
|
+$261K
|
2
|
0.2%
|
New
|
|
|
1978
|
Physicians Financial Services
Raleigh,
North Carolina
|
$233K
|
+$43K
|
1
|
0.17%
|
Increased
|
|
|
1979
|
St. James Investment Company
Southlake,
Texas
|
$233K
|
+$57
|
1
|
0.02%
|
Increased
|
|
|
1980
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$232K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1981
|
Claybrook Capital
Wellesley,
Massachusetts
|
$230K
|
-$3.19M
|
8
|
0.06%
|
Reduced
|
|
|
1982
|
Manchester Financial
Westlake Village,
California
|
$230K
|
+$242K
|
1
|
0.12%
|
New
|
|
|
1983
|
Perennial Advisors
New York
|
$230K
|
+$6.26K
|
4
|
0.15%
|
Increased
|
|
|
1984
|
Terra Nova Asset Management
New York
|
$230K
|
-$1.23M
|
1
|
0.62%
|
Reduced
|
|
|
1985
|
Well Done LLC
Holland,
Michigan
|
$230K
|
+$251K
|
8
|
0.06%
|
New
|
|
|
1986
|
Arax Advisory Partners
Denver,
Colorado
|
$229K
|
+$142K
|
3
|
0.09%
|
Increased
|
|
|
1987
|
Winfield Associates
Cleveland,
Ohio
|
$229K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1988
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$228K
|
-$3.4K
|
1
|
0.13%
|
Reduced
|
|
|
1989
|
|
$228K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1990
|
Clearstead Trust
Portland,
Maine
|
$227K
|
$0
|
2
|
0.21%
|
Maintained
|
|
|
1991
|
SWS Partners
Columbus,
Ohio
|
$227K
|
+$261K
|
1
|
0.17%
|
New
|
|
|
1992
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$227K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1993
|
Aspiriant LLC
Los Angeles,
California
|
$225K
|
-$37.7K
|
1
|
0.02%
|
Reduced
|
|
|
1994
|
Check Capital Management
Costa Mesa,
California
|
$225K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1995
|
EJF Capital
Arlington,
Virginia
|
$225K
|
+$258K
|
1
|
0.03%
|
New
|
|
|
1996
|
ExodusPoint Capital Management
New York
|
$225K
|
+$242K
|
1
|
0.02%
|
New
|
|
|
1997
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$225K
|
+$245K
|
1
|
0.1%
|
New
|
|
|
1998
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$224K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1999
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$224K
|
-$370K
|
1
|
0.3%
|
Reduced
|
|
|
2000
|
Webster Bank
Waterbury,
Connecticut
|
$224K
|
+$8.57K
|
3
|
0.04%
|
Increased
|
|