|
1976
|
LBA Wealth Management
Jacksonville,
Florida
|
$136K
|
+$4.26K
|
2
|
0.08%
|
Increased
|
|
|
1977
|
Hexavest
Montreal,
Quebec, Canada
|
$135K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1978
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$128K
|
$0
|
5
|
0.06%
|
Maintained
|
|
|
1979
|
Thompson Davis & Co
Richmond,
Virginia
|
$126K
|
-$20.1K
|
8
|
0.22%
|
Reduced
|
|
|
1980
|
MV Capital Management
Bethesda,
Maryland
|
$124K
|
+$16.1K
|
3
|
0.05%
|
Increased
|
|
|
1981
|
Ironwood Financial
Tucson,
Arizona
|
$116K
|
-$11.6K
|
1
|
0.08%
|
Reduced
|
|
|
1982
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$116K
|
-$571K
|
1
|
0.46%
|
Reduced
|
|
|
1983
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$115K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
1984
|
Winfield Associates
Cleveland,
Ohio
|
$115K
|
+$2.93K
|
5
|
0.07%
|
Increased
|
|
|
1985
|
GMT Capital
Atlanta,
Georgia
|
$111K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
IndexIQ Advisors
New York
|
$111K
|
+$112K
|
1
|
0.01%
|
New
|
|
|
1987
|
Redwood Investments
Boston,
Massachusetts
|
$110K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1988
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$107K
|
+$36.6K
|
2
|
0.07%
|
Increased
|
|
|
1989
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$106K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1990
|
Tortoise Investment Management
White Plains,
New York
|
$103K
|
-$72.7K
|
3
|
0.03%
|
Reduced
|
|
|
1991
|
Trust Company
Manhattan,
Kansas
|
$102K
|
+$4.21K
|
3
|
0.04%
|
Increased
|
|
|
1992
|
Abacus FCF Advisors
Orlando,
Florida
|
$101K
|
-$6.76M
|
4
|
4.05%
|
Reduced
|
|
|
1993
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$99K
|
-$9.09K
|
3
|
0.04%
|
Reduced
|
|
|
1994
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$97K
|
-$12.7K
|
1
|
0.08%
|
Reduced
|
|
|
1995
|
Hefty Wealth Partners
Auburn,
Indiana
|
$93K
|
+$93K
|
2
|
0.07%
|
New
|
|
|
1996
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$93K
|
+$89.6K
|
3
|
0.04%
|
New
|
|
|
1997
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$93K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1998
|
Stanford Investment Group
Mountain View,
California
|
$88K
|
+$12.4K
|
3
|
0.04%
|
Increased
|
|
|
1999
|
Veritas Investment Management
London,
United Kingdom
|
$85K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2000
|
MCF Advisors
Covington,
Kentucky
|
$84K
|
-$252K
|
3
|
0.02%
|
Reduced
|
|