|
1976
|
Miller Equity Capital Advisors
Irving,
Texas
|
$249K
|
+$57.6K
|
1
|
0.25%
|
Increased
|
|
|
1977
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$248K
|
+$249K
|
1
|
0.1%
|
New
|
|
|
1978
|
|
$248K
|
$0
|
4
|
0.1%
|
Maintained
|
|
|
1979
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$247K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1980
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$247K
|
+$1.44K
|
1
|
0.13%
|
Increased
|
|
|
1981
|
Sargent Investment Group
Bethesda,
Maryland
|
$247K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1982
|
Teza Capital Management
Chicago,
Illinois
|
$247K
|
-$1.61M
|
1
|
0.12%
|
Reduced
|
|
|
1983
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$245K
|
-$10.7K
|
1
|
0.03%
|
Reduced
|
|
|
1984
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$244K
|
+$115
|
1
|
0.06%
|
Increased
|
|
|
1985
|
CNB Bank
Clearfield,
Pennsylvania
|
$244K
|
$0
|
2
|
0.15%
|
Maintained
|
|
|
1986
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$244K
|
-$11.5K
|
1
|
0.06%
|
Reduced
|
|
|
1987
|
Janiczek Wealth Management
Denver,
Colorado
|
$244K
|
+$8.75K
|
5
|
0.09%
|
Increased
|
|
|
1988
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$244K
|
+$5.42K
|
1
|
0.09%
|
Increased
|
|
|
1989
|
Verity & Verity
Beaufort,
South Carolina
|
$244K
|
-$9.71K
|
1
|
0.04%
|
Reduced
|
|
|
1990
|
Bienville Capital Management
New York
|
$243K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1991
|
Plimoth Trust
Plymouth,
Massachusetts
|
$243K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1992
|
Rockbridge Investment Management
Syracuse,
New York
|
$243K
|
+$163
|
3
|
0.04%
|
Increased
|
|
|
1993
|
D.J. St. Germain
Springfield,
Massachusetts
|
$242K
|
+$206K
|
1
|
0.01%
|
New
|
|
|
1994
|
Seelaus Asset Management
Chatham,
New Jersey
|
$242K
|
+$206K
|
1
|
0.14%
|
New
|
|
|
1995
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$242K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1996
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$242K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1997
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$240K
|
-$31.9K
|
1
|
0.15%
|
Reduced
|
|
|
1998
|
One Capital Management
Westlake Village,
California
|
$239K
|
-$23.1K
|
1
|
0.02%
|
Reduced
|
|
|
1999
|
WealthPLAN Partners
Omaha,
Nebraska
|
$239K
|
+$185K
|
1
|
0.02%
|
New
|
|
|
2000
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$238K
|
+$198K
|
1
|
0.11%
|
New
|
|