|
1976
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$851K
|
$0
|
2
|
0.78%
|
Maintained
|
|
|
1977
|
LBA Wealth Management
Jacksonville,
Florida
|
$851K
|
+$10.3K
|
5
|
0.69%
|
Increased
|
|
|
1978
|
Narwhal Capital Management
Marietta,
Georgia
|
$851K
|
+$804K
|
1
|
0.33%
|
New
|
|
|
1979
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$849K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
1980
|
|
$839K
|
-$408K
|
1
|
0.33%
|
Reduced
|
|
|
1981
|
Checchi Capital Advisers
Beverly Hills,
California
|
$837K
|
+$143K
|
2
|
0.38%
|
Increased
|
|
|
1982
|
New South Capital Management
Memphis,
Tennessee
|
$834K
|
-$149K
|
1
|
0.03%
|
Reduced
|
|
|
1983
|
Check Capital Management
Costa Mesa,
California
|
$830K
|
-$34.6K
|
2
|
0.08%
|
Reduced
|
|
|
1984
|
IMA Advisory Services
Denver,
Colorado
|
$827K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
1985
|
Odey Asset Management Group
London,
United Kingdom
|
$824K
|
+$745K
|
1
|
0.02%
|
New
|
|
|
1986
|
Arete Wealth Advisors
Chicago,
Illinois
|
$818K
|
+$747K
|
1
|
0.64%
|
New
|
|
|
1987
|
Archford Capital Strategies
Swansea,
Illinois
|
$811K
|
-$49.5K
|
10
|
0.63%
|
Reduced
|
|
|
1988
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$806K
|
+$221K
|
9
|
0.13%
|
Increased
|
|
|
1989
|
Trustco Bank (New York)
Albany,
New York
|
$790K
|
$0
|
1
|
0.74%
|
Maintained
|
|
|
1990
|
Alexandria Capital
Arlington,
Virginia
|
$787K
|
-$14
|
7
|
0.34%
|
Reduced
|
|
|
1991
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$785K
|
+$80.9K
|
4
|
0.19%
|
Increased
|
|
|
1992
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$784K
|
-$15.5K
|
1
|
0.6%
|
Reduced
|
|
|
1993
|
Schulhoff & Co
Cincinnati,
Ohio
|
$771K
|
+$167K
|
1
|
0.48%
|
Increased
|
|
|
1994
|
High Point Bank & Trust
High Point,
North Carolina
|
$770K
|
$0
|
3
|
0.25%
|
Maintained
|
|
|
1995
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$766K
|
+$743K
|
1
|
0.03%
|
New
|
|
|
1996
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$760K
|
-$21.1K
|
2
|
0.82%
|
Reduced
|
|
|
1997
|
Gary Goldberg Planning Services
Suffern,
New York
|
$752K
|
+$24.2K
|
4
|
0.33%
|
Increased
|
|
|
1998
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$750K
|
+$7.06K
|
2
|
0.23%
|
Increased
|
|
|
1999
|
Evermay Wealth Management
Arlington,
Virginia
|
$745K
|
+$226K
|
3
|
0.64%
|
Increased
|
|
|
2000
|
Credential Securities
Vancouver,
|
$744K
|
+$188K
|
2
|
0.49%
|
Increased
|
|