|
1976
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$383K
|
+$57.9K
|
3
|
0.26%
|
Increased
|
|
|
1977
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$382K
|
-$1.77K
|
1
|
0.1%
|
Reduced
|
|
|
1978
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$382K
|
-$970K
|
1
|
0.33%
|
Reduced
|
|
|
1979
|
Anchor Investment Management
Columbia,
South Carolina
|
$379K
|
+$37.9K
|
3
|
0.11%
|
Increased
|
|
|
1980
|
Catamount Wealth Management
Westport,
Connecticut
|
$378K
|
+$121K
|
2
|
0.22%
|
Increased
|
|
|
1981
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$376K
|
+$123K
|
4
|
0.1%
|
Increased
|
|
|
1982
|
Cabot-Wellington
Boston,
Massachusetts
|
$374K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1983
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$374K
|
-$25.8K
|
1
|
0.11%
|
Reduced
|
|
|
1984
|
Advent Capital Management
New York
|
$373K
|
+$346K
|
1
|
0.01%
|
New
|
|
|
1985
|
Clearstead Trust
Portland,
Maine
|
$373K
|
-$54.3K
|
2
|
0.28%
|
Reduced
|
|
|
1986
|
Creative Financial Designs
Kokomo,
Indiana
|
$371K
|
-$4.41K
|
5
|
0.21%
|
Reduced
|
|
|
1987
|
Addison Capital
Conshohocken,
Pennsylvania
|
$368K
|
-$6.95K
|
1
|
0.32%
|
Reduced
|
|
|
1988
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$367K
|
-$1.18M
|
1
|
0.07%
|
Reduced
|
|
|
1989
|
Boston Research & Management
Manchester,
Massachusetts
|
$363K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1990
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$363K
|
$0
|
1
|
0.42%
|
Maintained
|
|
|
1991
|
JT Stratford LLC
Gainesville,
Georgia
|
$360K
|
-$19.8K
|
1
|
0.23%
|
Reduced
|
|
|
1992
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$360K
|
+$349K
|
1
|
0.06%
|
New
|
|
|
1993
|
Israel Discount Bank of New York
New York
|
$358K
|
-$24.1K
|
3
|
0.27%
|
Reduced
|
|
|
1994
|
Element Capital Management
New York
|
$357K
|
-$115K
|
1
|
0.15%
|
Reduced
|
|
|
1995
|
RNC Capital Management
Los Angeles,
California
|
$357K
|
+$19.2K
|
1
|
0.03%
|
Increased
|
|
|
1996
|
Avity Investment Management
Greenwich,
Connecticut
|
$355K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1997
|
Parkside Investments
Deerfield,
Illinois
|
$354K
|
+$343K
|
1
|
0.2%
|
New
|
|
|
1998
|
Destination Wealth Management
Walnut Creek,
California
|
$348K
|
-$67K
|
1
|
0.02%
|
Reduced
|
|
|
1999
|
Brighton Jones LLC
Seattle,
Washington
|
$347K
|
-$18.6K
|
1
|
0.04%
|
Reduced
|
|
|
2000
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$345K
|
$0
|
2
|
0.03%
|
Maintained
|
|