|
1976
|
Shufro Rose & Co
New York
|
$190K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1977
|
Thomas White International
Chicago,
Illinois
|
$189K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1978
|
Petrus Trust Company
Dallas,
Texas
|
$185K
|
+$56.8K
|
1
|
0.03%
|
Increased
|
|
|
1979
|
PSI Advisors
Tampa,
Florida
|
$185K
|
-$311K
|
4
|
0.1%
|
Reduced
|
|
|
1980
|
Seaport Global Advisors
Boston,
Massachusetts
|
$185K
|
-$14.2K
|
1
|
0.75%
|
Reduced
|
|
|
1981
|
Key Financial Inc
West Chester,
Pennsylvania
|
$184K
|
$0
|
11
|
0.09%
|
Maintained
|
|
|
1982
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$182K
|
-$23.9K
|
6
|
0.05%
|
Reduced
|
|
|
1983
|
Clean Yield Group
Norwich,
Vermont
|
$179K
|
-$182K
|
5
|
0.08%
|
Reduced
|
|
|
1984
|
Arax Advisory Partners
Denver,
Colorado
|
$176K
|
+$35.3K
|
7
|
0.03%
|
Increased
|
|
|
1985
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$175K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1986
|
|
$173K
|
-$14.4K
|
5
|
0.01%
|
Reduced
|
|
|
1987
|
First Financial Corp
Terre Haute,
Indiana
|
$169K
|
+$6.7K
|
3
|
0.11%
|
Increased
|
|
|
1988
|
GHP Investment Advisors
Denver,
Colorado
|
$168K
|
-$36.2K
|
4
|
0.01%
|
Reduced
|
|
|
1989
|
Acropolis Investment Management
St. Louis,
Missouri
|
$167K
|
-$29.2K
|
1
|
0.02%
|
Reduced
|
|
|
1990
|
First Command Bank
Fort Worth,
Texas
|
$167K
|
-$9K
|
1
|
0.02%
|
Reduced
|
|
|
1991
|
First Command Financial Services
Fort Worth,
Texas
|
$167K
|
-$9K
|
1
|
0.02%
|
Reduced
|
|
|
1992
|
JB Capital Partners
Armonk,
New York
|
$167K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1993
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$167K
|
-$4.48K
|
6
|
0.11%
|
Reduced
|
|
|
1994
|
Versant Capital Management
Phoenix,
Arizona
|
$166K
|
+$17.2K
|
13
|
0.07%
|
Increased
|
|
|
1995
|
Chicago Capital Management
Chicago,
Illinois
|
$164K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1996
|
Trilantic Capital Management
New York
|
$162K
|
+$187K
|
1
|
0.2%
|
New
|
|
|
1997
|
First Personal Financial Services
Charlotte,
North Carolina
|
$161K
|
+$5.05K
|
4
|
0.05%
|
Increased
|
|
|
1998
|
|
$160K
|
+$266
|
1
|
0.08%
|
Increased
|
|
|
1999
|
CVA Family Office
Denver,
Colorado
|
$159K
|
-$96.2K
|
6
|
0.04%
|
Reduced
|
|
|
2000
|
Paloma Partners
Greenwich,
Connecticut
|
$159K
|
-$3.13M
|
1
|
0.01%
|
Reduced
|
|