|
1976
|
D'Orazio & Associates
Falls Church,
Virginia
|
$259K
|
+$11K
|
3
|
0.1%
|
Increased
|
|
|
1977
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$259K
|
+$6.61K
|
1
|
0.04%
|
Increased
|
|
|
1978
|
Lloyds Banking Group
London,
United Kingdom
|
$257K
|
-$12.1K
|
2
|
2.23%
|
Reduced
|
|
|
1979
|
VNBTrust National Association
Charlottesville,
Virginia
|
$256K
|
-$1.32K
|
1
|
0.14%
|
Reduced
|
|
|
1980
|
Arax Advisory Partners
Denver,
Colorado
|
$254K
|
+$246K
|
5
|
0.13%
|
New
|
|
|
1981
|
BB&T Investment Services
Charlotte,
North Carolina
|
$254K
|
+$247K
|
2
|
0.19%
|
New
|
|
|
1982
|
Global Retirement Partners
San Rafael,
California
|
$253K
|
+$245K
|
7
|
0.17%
|
New
|
|
|
1983
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$253K
|
-$63.5K
|
1
|
0.16%
|
Reduced
|
|
|
1984
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$252K
|
-$27.9K
|
1
|
0.13%
|
Reduced
|
|
|
1985
|
Lafayette Investments
Ashton,
Maryland
|
$252K
|
-$114K
|
1
|
0.1%
|
Reduced
|
|
|
1986
|
Gemmer Asset Management
Walnut Creek,
California
|
$251K
|
-$13.2K
|
13
|
0.13%
|
Reduced
|
|
|
1987
|
RB Capital Management
Reno,
Nevada
|
$251K
|
+$242K
|
1
|
0.25%
|
New
|
|
|
1988
|
McRae Capital Management
Morristown,
New Jersey
|
$250K
|
-$10.1K
|
1
|
0.11%
|
Reduced
|
|
|
1989
|
Matrix Asset Advisors
White Plains,
New York
|
$249K
|
-$1.32K
|
1
|
0.04%
|
Reduced
|
|
|
1990
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$249K
|
-$17.7K
|
1
|
0.27%
|
Reduced
|
|
|
1991
|
Tarbox Family Office
Newport Beach,
California
|
$247K
|
+$367
|
5
|
0.14%
|
Increased
|
|
|
1992
|
Proficio Capital Partners
Newton,
Massachusetts
|
$245K
|
-$24.1K
|
9
|
0.1%
|
Reduced
|
|
|
1993
|
Lido Advisors
Los Angeles,
California
|
$244K
|
-$91K
|
1
|
0.06%
|
Reduced
|
|
|
1994
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$244K
|
-$849K
|
1
|
0.07%
|
Reduced
|
|
|
1995
|
Financial Advisory Group
Houston,
Texas
|
$243K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1996
|
First Wilshire Securities Management
Pasadena,
California
|
$243K
|
-$228K
|
1
|
0.07%
|
Reduced
|
|
|
1997
|
Darwin Wealth Management
Tampa,
Florida
|
$242K
|
-$1.22K
|
1
|
0.16%
|
Reduced
|
|
|
1998
|
Independence Trust
Franklin,
Tennessee
|
$242K
|
-$101K
|
1
|
0.33%
|
Reduced
|
|
|
1999
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$242K
|
-$1.32K
|
1
|
0.18%
|
Reduced
|
|
|
2000
|
Firsthand Capital Management
San Jose,
California
|
$241K
|
-$159K
|
1
|
0.26%
|
Reduced
|
|