|
1976
|
|
$293K
|
+$8.23K
|
1
|
0.02%
|
Increased
|
|
|
1977
|
Nadler Financial Group
Deerfield,
Illinois
|
$293K
|
-$810
|
1
|
0.05%
|
Reduced
|
|
|
1978
|
Eastern Bank
Boston,
Massachusetts
|
$292K
|
-$17.3K
|
1
|
0.02%
|
Reduced
|
|
|
1979
|
SlateStone Wealth
Jupiter,
Florida
|
$292K
|
+$280K
|
1
|
0.07%
|
New
|
|
|
1980
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$291K
|
+$11.3K
|
1
|
0.02%
|
Increased
|
|
|
1981
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$291K
|
+$6.88K
|
1
|
0.06%
|
Increased
|
|
|
1982
|
Premier Fund Managers
Guildford,
United Kingdom
|
$291K
|
+$4.25K
|
1
|
0.01%
|
Increased
|
|
|
1983
|
RS Crum Inc
Newport Beach,
California
|
$291K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1984
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$290K
|
+$53.7K
|
1
|
0.14%
|
Increased
|
|
|
1985
|
WrapManager Inc
Mill Valley,
California
|
$290K
|
+$2.02K
|
1
|
0.09%
|
Increased
|
|
|
1986
|
MA Private Wealth
San Carlos,
California
|
$289K
|
+$19.6K
|
1
|
0.07%
|
Increased
|
|
|
1987
|
Montchanin Asset Management
Montchanin,
Delaware
|
$289K
|
+$277K
|
1
|
0.4%
|
New
|
|
|
1988
|
Sepio Capital
Salt Lake City,
Utah
|
$289K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1989
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$289K
|
+$90.3K
|
1
|
0.11%
|
Increased
|
|
|
1990
|
Procyon Advisors
Shelton,
Connecticut
|
$288K
|
-$33.3K
|
1
|
0.06%
|
Reduced
|
|
|
1991
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$288K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1992
|
Apella Capital
West Hartford,
Connecticut
|
$287K
|
+$27.8K
|
1
|
0.03%
|
Increased
|
|
|
1993
|
McGowan Group Asset Management
Dallas,
Texas
|
$287K
|
+$405
|
1
|
0.05%
|
Increased
|
|
|
1994
|
Norway Savings Bank
Portland,
Maine
|
$287K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1995
|
Blue Barn Wealth
Orem,
Utah
|
$286K
|
+$15.9K
|
1
|
0.22%
|
Increased
|
|
|
1996
|
Great Diamond Partners
Portland,
Maine
|
$286K
|
+$60.1K
|
1
|
0.1%
|
Increased
|
|
|
1997
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$285K
|
+$273K
|
1
|
0.03%
|
New
|
|
|
1998
|
United Community Bank
Greenville,
South Carolina
|
$284K
|
+$5.4K
|
1
|
0.31%
|
Increased
|
|
|
1999
|
Axiom Financial Strategies
New Albany,
Indiana
|
$284K
|
+$48.6K
|
1
|
0.15%
|
Increased
|
|
|
2000
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$283K
|
$0
|
1
|
0.11%
|
Maintained
|
|
