|
1976
|
SSI Investment Management
Los Angeles,
California
|
$557K
|
-$332K
|
2
|
0.06%
|
Reduced
|
|
|
1977
|
Scharf Investments
Los Gatos,
California
|
$555K
|
+$564K
|
1
|
0.02%
|
New
|
|
|
1978
|
Stratford Consulting
Addison,
Texas
|
$550K
|
+$4.34K
|
1
|
0.28%
|
Increased
|
|
|
1979
|
CPWM LLC
Seattle,
Washington
|
$547K
|
+$82.4K
|
3
|
0.16%
|
Increased
|
|
|
1980
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$547K
|
+$544K
|
8
|
0.41%
|
New
|
|
|
1981
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$541K
|
-$15.5K
|
2
|
0.21%
|
Reduced
|
|
|
1982
|
Canal Insurance Company
Greenville,
South Carolina
|
$540K
|
$0
|
2
|
0.18%
|
Maintained
|
|
|
1983
|
Beck Capital Management
Austin,
Texas
|
$538K
|
-$151K
|
2
|
0.31%
|
Reduced
|
|
|
1984
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$530K
|
+$103K
|
2
|
0.09%
|
Increased
|
|
|
1985
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$530K
|
+$525K
|
1
|
0.62%
|
New
|
|
|
1986
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$529K
|
+$558K
|
1
|
0.43%
|
New
|
|
|
1987
|
Zuckerman Investment Group
Chicago,
Illinois
|
$526K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1988
|
ID Management A/S
Randers,
Denmark
|
$525K
|
-$901K
|
2
|
0.25%
|
Reduced
|
|
|
1989
|
Wills Financial Group
Richmond,
Virginia
|
$521K
|
$0
|
1
|
0.42%
|
Maintained
|
|
|
1990
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$520K
|
$0
|
2
|
0.22%
|
Maintained
|
|
|
1991
|
Focused Wealth Management
Newburgh,
New York
|
$518K
|
-$12.8K
|
4
|
0.37%
|
Reduced
|
|
|
1992
|
Harvest Management
New York
|
$518K
|
-$353K
|
1
|
0.73%
|
Reduced
|
|
|
1993
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$518K
|
+$1.36K
|
2
|
0.48%
|
Increased
|
|
|
1994
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$516K
|
$0
|
2
|
0.19%
|
Maintained
|
|
|
1995
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$513K
|
+$23K
|
6
|
0.04%
|
Increased
|
|
|
1996
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$511K
|
+$521K
|
2
|
0.48%
|
New
|
|
|
1997
|
|
$506K
|
+$102K
|
2
|
0.29%
|
Increased
|
|
|
1998
|
MacNealy Hoover Investment Management
Canton,
Ohio
|
$506K
|
$0
|
2
|
0.43%
|
Maintained
|
|
|
1999
|
Apriem Advisors
Irvine,
California
|
$505K
|
+$31.5K
|
7
|
0.19%
|
Increased
|
|
|
2000
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$502K
|
-$48.5K
|
3
|
0.06%
|
Reduced
|
|