|
1976
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$259K
|
$0
|
3
|
0.14%
|
Maintained
|
|
|
1977
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$259K
|
-$15.2K
|
1
|
0.08%
|
Reduced
|
|
|
1978
|
Compton Capital Management
Providence,
Rhode Island
|
$257K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1979
|
Cortland Associates
St Louis,
Missouri
|
$257K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1980
|
Hilton Capital Management
Garden City,
New York
|
$257K
|
$0
|
4
|
0.04%
|
Maintained
|
|
|
1981
|
Cabot Wealth Management
Salem,
Massachusetts
|
$256K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1982
|
Merriman Wealth Management
Seattle,
Washington
|
$255K
|
+$15.2K
|
1
|
0.05%
|
Increased
|
|
|
1983
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$254K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1984
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$254K
|
+$3.48K
|
1
|
0.05%
|
Increased
|
|
|
1985
|
LVZ Inc
Holland,
Michigan
|
$252K
|
-$91.9K
|
1
|
0.06%
|
Reduced
|
|
|
1986
|
WMS Partners
Towson,
Maryland
|
$251K
|
-$21.4K
|
1
|
0.06%
|
Reduced
|
|
|
1987
|
Icon Wealth Partners
Houston,
Texas
|
$249K
|
-$327K
|
1
|
0.09%
|
Reduced
|
|
|
1988
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$247K
|
-$11.5K
|
1
|
0.06%
|
Reduced
|
|
|
1989
|
Coldstream Capital Management
Bellevue,
Washington
|
$246K
|
+$17.4K
|
1
|
0.02%
|
Increased
|
|
|
1990
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$245K
|
-$9.1K
|
3
|
0.13%
|
Reduced
|
|
|
1991
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$244K
|
+$5.18K
|
1
|
0.09%
|
Increased
|
|
|
1992
|
JBJ Investment Partners
Charleston,
South Carolina
|
$244K
|
+$240K
|
1
|
0.09%
|
New
|
|
|
1993
|
Altman Advisors
Chicago,
Illinois
|
$243K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1994
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$243K
|
+$16.8K
|
1
|
0.19%
|
Increased
|
|
|
1995
|
|
$243K
|
+$269K
|
1
|
0%
|
New
|
|
|
1996
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$242K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
Physicians Financial Services
Raleigh,
North Carolina
|
$240K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1998
|
Petrus Trust Company
Dallas,
Texas
|
$239K
|
-$28.1K
|
1
|
0.04%
|
Reduced
|
|
|
1999
|
Peak Asset Management
Louisville,
Colorado
|
$238K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2000
|
Spearhead Capital Advisors
Wellington,
Florida
|
$238K
|
$0
|
1
|
0.07%
|
Maintained
|
|