|
1976
|
Salem Capital Management
Woburn,
Massachusetts
|
$245K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1977
|
Water Island Capital
New York
|
$244K
|
+$8.41K
|
1
|
0.01%
|
Increased
|
|
|
1978
|
Boston Research & Management
Manchester,
Massachusetts
|
$243K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1979
|
Howland Capital Management
Boston,
Massachusetts
|
$243K
|
-$33.6K
|
1
|
0.02%
|
Reduced
|
|
|
1980
|
MGO One Seven
Beachwood,
Ohio
|
$243K
|
-$456K
|
1
|
0.08%
|
Reduced
|
|
|
1981
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$242K
|
+$6.22K
|
1
|
0.07%
|
Increased
|
|
|
1982
|
Howard Financial Services
Dallas,
Texas
|
$241K
|
-$3.53K
|
1
|
0.17%
|
Reduced
|
|
|
1983
|
Proficio Capital Partners
Newton,
Massachusetts
|
$241K
|
-$2.09K
|
11
|
0.09%
|
Reduced
|
|
|
1984
|
Compton Capital Management
Providence,
Rhode Island
|
$240K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1985
|
Magnetar Financial
Evanston,
Illinois
|
$240K
|
+$228K
|
1
|
0.01%
|
New
|
|
|
1986
|
BKS Advisors
Southfield,
Michigan
|
$239K
|
-$172K
|
1
|
0.1%
|
Reduced
|
|
|
1987
|
Physicians Financial Services
Raleigh,
North Carolina
|
$238K
|
+$227K
|
1
|
0.15%
|
New
|
|
|
1988
|
EFG Asset Management (Americas)
Miami,
Florida
|
$236K
|
+$223K
|
1
|
0.07%
|
New
|
|
|
1989
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$236K
|
+$5.77K
|
1
|
0.09%
|
Increased
|
|
|
1990
|
Harfst & Associates
Sheridan,
Wyoming
|
$235K
|
+$224K
|
1
|
0.1%
|
New
|
|
|
1991
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$235K
|
+$224K
|
1
|
0.19%
|
New
|
|
|
1992
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$234K
|
+$223K
|
1
|
0.18%
|
New
|
|
|
1993
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$234K
|
+$223K
|
1
|
0.05%
|
New
|
|
|
1994
|
Covenant Asset Management
Chester,
New Jersey
|
$233K
|
-$20.8K
|
1
|
0.12%
|
Reduced
|
|
|
1995
|
Integre Asset Management
New York
|
$233K
|
+$6.26K
|
1
|
0.14%
|
Increased
|
|
|
1996
|
Caprock Group
Boise,
Idaho
|
$232K
|
+$221K
|
1
|
0.05%
|
New
|
|
|
1997
|
Solstein Capital
Menlo Park,
California
|
$232K
|
+$221K
|
1
|
1.31%
|
New
|
|
|
1998
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$231K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1999
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$230K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2000
|
Manchester Financial
Westlake Village,
California
|
$230K
|
$0
|
1
|
0.11%
|
Maintained
|
|