|
1976
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$285K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1977
|
Tiemann Investment Advisors
Menlo Park,
California
|
$283K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1978
|
First Personal Financial Services
Charlotte,
North Carolina
|
$280K
|
-$97.4K
|
6
|
0.09%
|
Reduced
|
|
|
1979
|
CNB Bank
Clearfield,
Pennsylvania
|
$279K
|
+$14.4K
|
3
|
0.14%
|
Increased
|
|
|
1980
|
|
$277K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1981
|
Autus Asset Management
Scottsdale,
Arizona
|
$276K
|
-$18.6K
|
1
|
0.05%
|
Reduced
|
|
|
1982
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$276K
|
+$259K
|
1
|
0.63%
|
New
|
|
|
1983
|
TFG Advisers
Auburn Hills,
Michigan
|
$276K
|
+$807
|
1
|
0.2%
|
Increased
|
|
|
1984
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$275K
|
+$34.8K
|
1
|
0.1%
|
Increased
|
|
|
1985
|
Trillium Asset Management
Boston,
Massachusetts
|
$275K
|
-$13.4K
|
1
|
0.01%
|
Reduced
|
|
|
1986
|
Abacus Planning Group
Columbia,
South Carolina
|
$273K
|
+$67
|
1
|
0.17%
|
Increased
|
|
|
1987
|
Credit Capital Investments
Livingston,
New Jersey
|
$273K
|
+$263K
|
1
|
0.29%
|
New
|
|
|
1988
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$273K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1989
|
Penn Davis McFarland
Dallas,
Texas
|
$273K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1990
|
Westfield Capital Management
Boston,
Massachusetts
|
$272K
|
+$242K
|
1
|
0%
|
New
|
|
|
1991
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$270K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1992
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$269K
|
+$12K
|
1
|
0.09%
|
Increased
|
|
|
1993
|
Spinnaker Trust
Portland,
Maine
|
$269K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1994
|
Coldstream Capital Management
Bellevue,
Washington
|
$268K
|
+$270K
|
1
|
0.02%
|
New
|
|
|
1995
|
Manchester Financial
Westlake Village,
California
|
$267K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1996
|
Salem Capital Management
Woburn,
Massachusetts
|
$267K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1997
|
Alambic Investment Management
Belvedere,
California
|
$264K
|
+$276K
|
1
|
0.11%
|
New
|
|
|
1998
|
Aspiriant LLC
Los Angeles,
California
|
$264K
|
+$1.65K
|
1
|
0.02%
|
Increased
|
|
|
1999
|
|
$264K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2000
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$264K
|
$0
|
1
|
0.27%
|
Maintained
|
|