|
1976
|
Great Diamond Partners
Portland,
Maine
|
$241K
|
-$5.8K
|
1
|
0.07%
|
Reduced
|
|
|
1977
|
|
$241K
|
-$22.3K
|
1
|
0.08%
|
Reduced
|
|
|
1978
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$239K
|
-$300K
|
1
|
0.15%
|
Reduced
|
|
|
1979
|
Eagle Bay Advisors
New York
|
$239K
|
+$221K
|
5
|
0.19%
|
New
|
|
|
1980
|
Bison Wealth
Atlanta,
Georgia
|
$238K
|
-$19.1K
|
1
|
0.1%
|
Reduced
|
|
|
1981
|
Disciplined Growth Investors
Minneapolis,
Minnesota
|
$238K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1982
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$237K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1983
|
Winmill & Co
Walpole,
New Hampshire
|
$237K
|
+$235K
|
1
|
0.09%
|
New
|
|
|
1984
|
Sunflower Bank
Dallas,
Texas
|
$236K
|
-$16.7K
|
1
|
0.04%
|
Reduced
|
|
|
1985
|
Asset Dedication LLC
San Francisco,
California
|
$234K
|
+$67.4K
|
5
|
0.03%
|
Increased
|
|
|
1986
|
Bray Capital Advisors
Naples,
Florida
|
$234K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1987
|
Northeast Investment Management
Boston,
Massachusetts
|
$234K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1988
|
Voya Financial Advisors
Windsor,
Connecticut
|
$234K
|
-$2.29M
|
1
|
0.03%
|
Reduced
|
|
|
1989
|
Howe & Rusling
Rochester,
New York
|
$233K
|
-$7.13K
|
3
|
0.03%
|
Reduced
|
|
|
1990
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$232K
|
+$7.37K
|
1
|
0.03%
|
Increased
|
|
|
1991
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$232K
|
+$212K
|
1
|
0.06%
|
New
|
|
|
1992
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$232K
|
+$213K
|
1
|
0.02%
|
New
|
|
|
1993
|
Rockbridge Investment Management
Syracuse,
New York
|
$231K
|
+$98.2K
|
3
|
0.04%
|
Increased
|
|
|
1994
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$231K
|
+$3.53K
|
1
|
0.05%
|
Increased
|
|
|
1995
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$230K
|
+$210K
|
1
|
0.14%
|
New
|
|
|
1996
|
Beddow Capital Management
Jackson,
Wyoming
|
$230K
|
+$216K
|
1
|
0.13%
|
New
|
|
|
1997
|
|
$229K
|
-$6.02M
|
1
|
0.13%
|
Reduced
|
|
|
1998
|
Meridian Investment Counsel
Lafayette,
California
|
$229K
|
+$210K
|
1
|
0.08%
|
New
|
|
|
1999
|
Douglas Lane & Associates
New York
|
$228K
|
+$209K
|
1
|
0%
|
New
|
|
|
2000
|
Texas Capital Bancshares
Dallas,
Texas
|
$228K
|
+$209K
|
1
|
0.17%
|
New
|
|