|
1976
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$1.46M
|
-$31.3K
|
1
|
1.5%
|
Reduced
|
|
|
1977
|
Private Ocean
San Rafael,
California
|
$1.45M
|
-$179K
|
1
|
1.06%
|
Reduced
|
|
|
1978
|
Achievement Holdings
Chicago,
Illinois
|
$1.44M
|
-$38.4K
|
1
|
0.06%
|
Reduced
|
|
|
1979
|
WESPAC Advisors
Orinda,
California
|
$1.44M
|
-$107K
|
1
|
1.08%
|
Reduced
|
|
|
1980
|
Elkhorn Partners
Omaha,
Nebraska
|
$1.43M
|
-$3.2K
|
1
|
0.86%
|
Reduced
|
|
|
1981
|
Spot Trading
Chicago,
Illinois
|
$1.42M
|
-$1.63M
|
3
|
0.01%
|
Reduced
|
|
|
1982
|
Fruth Investment Management
Houston,
Texas
|
$1.42M
|
-$611K
|
1
|
0.67%
|
Reduced
|
|
|
1983
|
Hudock Inc
Williamsport,
Pennsylvania
|
$1.41M
|
+$142K
|
1
|
0.64%
|
Increased
|
|
|
1984
|
Bellecapital
Zurich,
Switzerland
|
$1.41M
|
+$80K
|
1
|
1.8%
|
Increased
|
|
|
1985
|
Mork Capital Management
Healdsburg,
California
|
$1.41M
|
$0
|
1
|
1.66%
|
Maintained
|
|
|
1986
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.41M
|
+$1.43M
|
1
|
0.18%
|
New
|
|
|
1987
|
Tiedemann Trust
Wilmington,
Delaware
|
$1.41M
|
-$16.8K
|
1
|
0.12%
|
Reduced
|
|
|
1988
|
|
$1.39M
|
+$768K
|
1
|
0.29%
|
Increased
|
|
|
1989
|
Biltmore Wealth Management
Tempe,
Arizona
|
$1.37M
|
-$17.4K
|
1
|
1.14%
|
Reduced
|
|
|
1990
|
Ada Investment Management
New York
|
$1.37M
|
+$1.2M
|
1
|
1.71%
|
New
|
|
|
1991
|
|
$1.37M
|
+$880K
|
1
|
1.71%
|
Increased
|
|
|
1992
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.36M
|
+$247K
|
1
|
0.68%
|
Increased
|
|
|
1993
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.36M
|
+$41.3K
|
1
|
0.39%
|
Increased
|
|
|
1994
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.36M
|
+$83.2K
|
1
|
1.73%
|
Increased
|
|
|
1995
|
Ninety One North America
New York
|
$1.36M
|
$0
|
2
|
0.44%
|
Maintained
|
|
|
1996
|
Cable Hill Partners
Portland,
Oregon
|
$1.35M
|
-$43
|
3
|
1.02%
|
Reduced
|
|
|
1997
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.35M
|
+$194K
|
1
|
0.86%
|
Increased
|
|
|
1998
|
Zevin Asset Management
Boston,
Massachusetts
|
$1.35M
|
+$12.5K
|
1
|
0.36%
|
Increased
|
|
|
1999
|
HighTower Trust
Houston,
Texas
|
$1.35M
|
-$246K
|
1
|
0.21%
|
Reduced
|
|
|
2000
|
FourPoints Investment Managers
Paris,
France
|
$1.34M
|
$0
|
1
|
0.31%
|
Maintained
|
|