|
1976
|
Sutton Wealth Advisors
Tampa,
Florida
|
$362K
|
+$6.27K
|
11
|
0.29%
|
Increased
|
|
|
1977
|
JT Stratford LLC
Gainesville,
Georgia
|
$358K
|
+$76.3K
|
1
|
0.25%
|
Increased
|
|
|
1978
|
Israel Discount Bank of New York
New York
|
$357K
|
-$96.4K
|
3
|
0.29%
|
Reduced
|
|
|
1979
|
Creative Financial Designs
Kokomo,
Indiana
|
$356K
|
-$67.8K
|
5
|
0.23%
|
Reduced
|
|
|
1980
|
Clearstead Trust
Portland,
Maine
|
$354K
|
+$73K
|
2
|
0.28%
|
Increased
|
|
|
1981
|
Park Avenue Securities
New York
|
$354K
|
+$347K
|
1
|
0.04%
|
New
|
|
|
1982
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$353K
|
-$83.4K
|
1
|
0.09%
|
Reduced
|
|
|
1983
|
Addison Capital
Conshohocken,
Pennsylvania
|
$352K
|
+$944
|
1
|
0.28%
|
Increased
|
|
|
1984
|
Norman Fields Gottscho Capital Management
New York
|
$349K
|
+$29.4K
|
1
|
0.22%
|
Increased
|
|
|
1985
|
Hilton Capital Management
Garden City,
New York
|
$348K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1986
|
Ramsey Quantitative Systems
Louisville,
Kentucky
|
$348K
|
+$329K
|
1
|
0.39%
|
New
|
|
|
1987
|
Global Retirement Partners
San Rafael,
California
|
$347K
|
-$5.23K
|
7
|
0.16%
|
Reduced
|
|
|
1988
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$345K
|
+$377K
|
1
|
1.63%
|
New
|
|
|
1989
|
Boston Research & Management
Manchester,
Massachusetts
|
$344K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1990
|
Brighton Jones LLC
Seattle,
Washington
|
$344K
|
-$3.3K
|
1
|
0.05%
|
Reduced
|
|
|
1991
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$341K
|
-$118
|
1
|
0.37%
|
Reduced
|
|
|
1992
|
Versor Investments
New York
|
$341K
|
+$349K
|
1
|
0.09%
|
New
|
|
|
1993
|
Thompson Davis & Co
Richmond,
Virginia
|
$339K
|
+$149K
|
10
|
0.54%
|
Increased
|
|
|
1994
|
Ashford Capital Management
Wilmington,
Delaware
|
$334K
|
-$282K
|
1
|
0.06%
|
Reduced
|
|
|
1995
|
Tower Research Capital (TRC)
New York
|
$333K
|
+$228K
|
10
|
0.04%
|
Increased
|
|
|
1996
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$330K
|
+$362K
|
1
|
0.29%
|
New
|
|
|
1997
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$328K
|
-$224K
|
1
|
0.09%
|
Reduced
|
|
|
1998
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$327K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1999
|
Bison Wealth
Atlanta,
Georgia
|
$323K
|
+$59.8K
|
1
|
0.27%
|
Increased
|
|
|
2000
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$321K
|
$0
|
1
|
0.07%
|
Maintained
|
|