|
1976
|
Cadinha & Co
Honolulu,
Hawaii
|
$595K
|
-$32.5K
|
1
|
0.12%
|
Reduced
|
|
|
1977
|
Rockefeller Financial Services
New York
|
$590K
|
-$37.6M
|
5
|
0.01%
|
Reduced
|
|
|
1978
|
Tarbox Family Office
Newport Beach,
California
|
$588K
|
-$568
|
8
|
0.52%
|
Reduced
|
|
|
1979
|
First Merchants Corp
Muncie,
Indiana
|
$581K
|
-$28.1K
|
2
|
0.18%
|
Reduced
|
|
|
1980
|
MCF Advisors
Covington,
Kentucky
|
$581K
|
+$3.22K
|
4
|
0.14%
|
Increased
|
|
|
1981
|
Lafayette Investments
Ashton,
Maryland
|
$578K
|
-$43.6K
|
2
|
0.24%
|
Reduced
|
|
|
1982
|
Winfield Associates
Cleveland,
Ohio
|
$578K
|
+$236K
|
5
|
0.41%
|
Increased
|
|
|
1983
|
US Financial Advisors
Braintree,
Massachusetts
|
$577K
|
+$482K
|
5
|
0.52%
|
Increased
|
|
|
1984
|
Apriem Advisors
Irvine,
California
|
$574K
|
+$41.4K
|
9
|
0.2%
|
Increased
|
|
|
1985
|
Maple Capital Management
Montpelier,
Vermont
|
$574K
|
-$79.4K
|
1
|
0.2%
|
Reduced
|
|
|
1986
|
Family Management
New York
|
$573K
|
$0
|
2
|
0.26%
|
Maintained
|
|
|
1987
|
Mendel Money Management
Northbrook,
Illinois
|
$572K
|
+$8.12K
|
2
|
0.53%
|
Increased
|
|
|
1988
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$564K
|
+$37.7K
|
2
|
0.22%
|
Increased
|
|
|
1989
|
Bouchey Financial Group
Troy,
New York
|
$559K
|
-$4.14K
|
2
|
0.25%
|
Reduced
|
|
|
1990
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$556K
|
-$325K
|
2
|
0.27%
|
Reduced
|
|
|
1991
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$552K
|
+$109K
|
9
|
0.31%
|
Increased
|
|
|
1992
|
Appleton Partners
Boston,
Massachusetts
|
$552K
|
+$195K
|
2
|
0.12%
|
Increased
|
|
|
1993
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$542K
|
+$15.8K
|
4
|
0.05%
|
Increased
|
|
|
1994
|
New York Life Investment Management
New York
|
$541K
|
-$120K
|
2
|
0.06%
|
Reduced
|
|
|
1995
|
Pear Tree Advisors
Lincoln,
Massachusetts
|
$539K
|
$0
|
2
|
0.44%
|
Maintained
|
|
|
1996
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$537K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1997
|
Grisanti Capital Management
New York
|
$535K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1998
|
Stratford Consulting
Addison,
Texas
|
$534K
|
-$26.1K
|
1
|
0.26%
|
Reduced
|
|
|
1999
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$533K
|
-$33.1K
|
2
|
0.43%
|
Reduced
|
|
|
2000
|
South Georgia Capital
Naperville,
Illinois
|
$532K
|
-$3.56M
|
3
|
1%
|
Reduced
|
|