|
1976
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$295K
|
+$7.94K
|
6
|
0.21%
|
Increased
|
|
|
1977
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$295K
|
+$286K
|
1
|
0.01%
|
New
|
|
|
1978
|
Avity Investment Management
Greenwich,
Connecticut
|
$293K
|
-$3.02M
|
1
|
0.05%
|
Reduced
|
|
|
1979
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$291K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1980
|
Partnervest Advisory Services
Santa Barbara,
California
|
$289K
|
+$36K
|
1
|
0.14%
|
Increased
|
|
|
1981
|
Summit Asset Management
Memphis,
Tennessee
|
$285K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1982
|
L.J. Altfest & Co
New York
|
$282K
|
-$1.07M
|
1
|
0.2%
|
Reduced
|
|
|
1983
|
Kalos Management
Alpharetta,
Georgia
|
$281K
|
-$1.4M
|
1
|
0.22%
|
Reduced
|
|
|
1984
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$280K
|
-$4.98K
|
1
|
0.29%
|
Reduced
|
|
|
1985
|
ICM Asset Management
Spokane,
Washington
|
$278K
|
-$9.58K
|
1
|
0.41%
|
Reduced
|
|
|
1986
|
Members Trust
Tampa,
Florida
|
$278K
|
+$270K
|
1
|
0.02%
|
New
|
|
|
1987
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$277K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1988
|
Croft-Leominster
Baltimore,
Maryland
|
$275K
|
-$166K
|
1
|
0.06%
|
Reduced
|
|
|
1989
|
Tarbox Family Office
Newport Beach,
California
|
$275K
|
+$8.46K
|
7
|
0.2%
|
Increased
|
|
|
1990
|
American National Bank & Trust
Wichita Falls,
Texas
|
$274K
|
+$82.3K
|
2
|
0.1%
|
Increased
|
|
|
1991
|
Park Avenue Securities
New York
|
$273K
|
+$264K
|
1
|
0.05%
|
New
|
|
|
1992
|
Advance Capital I
Southfield,
Michigan
|
$272K
|
+$283K
|
1
|
0.29%
|
New
|
|
|
1993
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$272K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1994
|
Winfield Associates
Cleveland,
Ohio
|
$272K
|
+$1.7K
|
8
|
0.18%
|
Increased
|
|
|
1995
|
Security Asset Management
New York
|
$271K
|
-$38.7K
|
1
|
0.26%
|
Reduced
|
|
|
1996
|
Brandes Investment Partners
La Jolla,
California
|
$269K
|
+$268K
|
1
|
0%
|
New
|
|
|
1997
|
FCG Advisors
Chatham,
New Jersey
|
$268K
|
+$47.1K
|
1
|
0.08%
|
Increased
|
|
|
1998
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$268K
|
+$13.2K
|
1
|
0.08%
|
Increased
|
|
|
1999
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$264K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2000
|
Colorado Capital Management
Boulder,
Colorado
|
$263K
|
$0
|
1
|
0.25%
|
Maintained
|
|