|
1976
|
|
$5.77M
|
$0
|
1
|
2.45%
|
Maintained
|
|
|
1977
|
Mariner Investment Group
Harrison,
New York
|
$5.77M
|
+$1.02M
|
2
|
1.25%
|
Increased
|
|
|
1978
|
SCP Investment
Orinda,
California
|
$5.75M
|
-$761K
|
6
|
5.3%
|
Reduced
|
|
|
1979
|
HighVista Strategies
Boston,
Massachusetts
|
$5.75M
|
+$296K
|
4
|
1.31%
|
Increased
|
|
|
1980
|
Focus Financial Network
Minneapolis,
Minnesota
|
$5.73M
|
+$238K
|
7
|
0.18%
|
Increased
|
|
|
1981
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$5.72M
|
+$3.06K
|
2
|
0.68%
|
Increased
|
|
|
1982
|
Kentucky Trust Company
Danville,
Kentucky
|
$5.72M
|
-$73.2K
|
5
|
2.75%
|
Reduced
|
|
|
1983
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$5.72M
|
-$737K
|
4
|
0.88%
|
Reduced
|
|
|
1984
|
Pavion Blue Capital
Newport Beach,
California
|
$5.72M
|
-$36.7K
|
2
|
2.3%
|
Reduced
|
|
|
1985
|
Walleye Partners
Madison,
Wisconsin
|
$5.72M
|
-$446K
|
1
|
6.51%
|
Reduced
|
|
|
1986
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$5.71M
|
+$217K
|
4
|
0.37%
|
Increased
|
|
|
1987
|
Peterson Wealth Services
South Ogden,
Utah
|
$5.7M
|
+$72.1K
|
5
|
1.24%
|
Increased
|
|
|
1988
|
Deuterium Capital Management
Clearwater,
Florida
|
$5.69M
|
+$2.76M
|
5
|
6.16%
|
Increased
|
|
|
1989
|
Modus Advisors
Excelsior,
Minnesota
|
$5.68M
|
+$33.3K
|
2
|
1.4%
|
Increased
|
|
|
1990
|
Cullen Investment Group
Lafayette,
Louisiana
|
$5.67M
|
-$1.25M
|
3
|
0.69%
|
Reduced
|
|
|
1991
|
Andrew Hill Investment Advisors
Naples,
Florida
|
$5.67M
|
-$3.17M
|
1
|
4.21%
|
Reduced
|
|
|
1992
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$5.66M
|
+$157K
|
5
|
0.91%
|
Increased
|
|
|
1993
|
Foundation Resource Management
Little Rock,
Arkansas
|
$5.66M
|
-$51.2K
|
1
|
0.66%
|
Reduced
|
|
|
1994
|
Holowesko Partners
Nassau,
Bahamas
|
$5.66M
|
+$5.29M
|
1
|
1.43%
|
New
|
|
|
1995
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$5.65M
|
-$66.1K
|
2
|
1.34%
|
Reduced
|
|
|
1996
|
Opal Capital
Boca Raton,
Florida
|
$5.63M
|
-$9.06M
|
3
|
1.01%
|
Reduced
|
|
|
1997
|
Moody National Bank Trust Division
Galveston,
Texas
|
$5.63M
|
-$596K
|
6
|
0.47%
|
Reduced
|
|
|
1998
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$5.63M
|
+$3.16M
|
3
|
0.57%
|
Increased
|
|
|
1999
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$5.61M
|
+$2.23M
|
8
|
2.53%
|
Increased
|
|
|
2000
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$5.61M
|
+$4.83M
|
4
|
0.2%
|
Increased
|
|