|
1976
|
Sutton Wealth Advisors
Tampa,
Florida
|
$325K
|
-$1.26K
|
11
|
0.27%
|
Reduced
|
|
|
1977
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$321K
|
+$309K
|
3
|
0.01%
|
Increased
|
|
|
1978
|
Rational Advisors
Huntington,
New York
|
$321K
|
-$1.01M
|
1
|
0.21%
|
Reduced
|
|
|
1979
|
Optimum Investment Advisors
Chicago,
Illinois
|
$320K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1980
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$320K
|
-$61.1K
|
1
|
0.37%
|
Reduced
|
|
|
1981
|
Overbrook Management Corp
New York
|
$319K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1982
|
S&T Bank
Indiana,
Pennsylvania
|
$319K
|
-$29.9K
|
1
|
0.06%
|
Reduced
|
|
|
1983
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$317K
|
+$316K
|
1
|
0.02%
|
New
|
|
|
1984
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$316K
|
+$99.4K
|
2
|
0.09%
|
Increased
|
|
|
1985
|
Anchor Investment Management
Columbia,
South Carolina
|
$314K
|
$0
|
3
|
0.11%
|
Maintained
|
|
|
1986
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$313K
|
-$26.6K
|
1
|
0.02%
|
Reduced
|
|
|
1987
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$311K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1988
|
Klingman & Associates
New York
|
$311K
|
-$52.7K
|
1
|
0.09%
|
Reduced
|
|
|
1989
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$304K
|
+$300K
|
2
|
0.03%
|
New
|
|
|
1990
|
Arax Advisory Partners
Denver,
Colorado
|
$303K
|
+$25.1K
|
5
|
0.15%
|
Increased
|
|
|
1991
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$301K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1992
|
Norman Fields Gottscho Capital Management
New York
|
$300K
|
+$292K
|
1
|
0.19%
|
New
|
|
|
1993
|
CWA Asset Management Group
Naples,
Florida
|
$298K
|
+$292K
|
1
|
0.1%
|
New
|
|
|
1994
|
Frontier Investment Management
Dallas,
Texas
|
$298K
|
+$266K
|
1
|
0.03%
|
New
|
|
|
1995
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$298K
|
-$870K
|
1
|
0.05%
|
Reduced
|
|
|
1996
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$297K
|
+$24.4K
|
1
|
0.15%
|
Increased
|
|
|
1997
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$297K
|
-$71K
|
1
|
0.02%
|
Reduced
|
|
|
1998
|
Stableford Capital II
Scottsdale,
Arizona
|
$296K
|
+$290K
|
1
|
0.26%
|
New
|
|
|
1999
|
Wealth Architects
Mountain View,
California
|
$294K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2000
|
Banced Corp
Edwardsville,
Illinois
|
$293K
|
$0
|
1
|
0.53%
|
Maintained
|
|