|
1976
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$197K
|
+$9.36K
|
1
|
0.02%
|
Increased
|
|
|
1977
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$194K
|
+$780
|
1
|
0.08%
|
Increased
|
|
|
1978
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$192K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1979
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$187K
|
+$30K
|
1
|
0.01%
|
Increased
|
|
|
1980
|
Creekmur Asset Management
Morton,
Illinois
|
$187K
|
+$5.07K
|
1
|
0.05%
|
Increased
|
|
|
1981
|
Westside Investment Management
Santa Monica,
California
|
$185K
|
+$390
|
1
|
0.04%
|
Increased
|
|
|
1982
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$185K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1983
|
|
$182K
|
-$1.04M
|
1
|
0.02%
|
Reduced
|
|
|
1984
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$182K
|
-$39K
|
1
|
0.01%
|
Reduced
|
|
|
1985
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$180K
|
-$110K
|
1
|
0.03%
|
Reduced
|
|
|
1986
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$178K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1987
|
Bullock Wealth Management
Bloomington,
Indiana
|
$177K
|
-$8.58K
|
1
|
0.12%
|
Reduced
|
|
|
1988
|
Aquatic Capital Management
Chicago,
Illinois
|
$176K
|
-$380K
|
1
|
0.01%
|
Reduced
|
|
|
1989
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$172K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1990
|
Fortitude Family Office
Scottsdale,
Arizona
|
$170K
|
+$3.9K
|
1
|
0.1%
|
Increased
|
|
|
1991
|
Pin Oak Investment Advisors
Houston,
Texas
|
$168K
|
-$13.7K
|
1
|
0.16%
|
Reduced
|
|
|
1992
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$162K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1993
|
Versant Capital Management
Phoenix,
Arizona
|
$161K
|
+$143K
|
2
|
0.04%
|
Increased
|
|
|
1994
|
Hoey Investments
Coatesville,
Pennsylvania
|
$157K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1995
|
Global Financial Private Client
Sarasota,
Florida
|
$155K
|
+$7.02K
|
1
|
0.07%
|
Increased
|
|
|
1996
|
Sittner & Nelson
Eugene,
Oregon
|
$155K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1997
|
Bellevue Asset Management
Bellevue,
Washington
|
$149K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1998
|
Country Trust Bank
Bloomington,
Illinois
|
$149K
|
+$54.6K
|
1
|
0%
|
Increased
|
|
|
1999
|
Cultivar Capital
Denton,
Texas
|
$149K
|
+$156K
|
1
|
0.13%
|
New
|
|
|
2000
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$149K
|
$0
|
1
|
0.01%
|
Maintained
|
|