|
1976
|
Cable Hill Partners
Portland,
Oregon
|
$1.18M
|
+$3.21K
|
2
|
0.92%
|
Increased
|
|
|
1977
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.18M
|
-$14.9K
|
1
|
0.7%
|
Reduced
|
|
|
1978
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$1.18M
|
-$236K
|
1
|
0.96%
|
Reduced
|
|
|
1979
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.17M
|
+$333K
|
1
|
1.27%
|
Increased
|
|
|
1980
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1.17M
|
+$28.4K
|
1
|
0.38%
|
Increased
|
|
|
1981
|
Fruth Investment Management
Houston,
Texas
|
$1.16M
|
-$85.2K
|
1
|
0.61%
|
Reduced
|
|
|
1982
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.16M
|
+$1.52K
|
1
|
0.51%
|
Increased
|
|
|
1983
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$1.16M
|
-$30.8K
|
1
|
1.39%
|
Reduced
|
|
|
1984
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.16M
|
+$34.9K
|
2
|
0.69%
|
Increased
|
|
|
1985
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.14M
|
+$348K
|
1
|
0.05%
|
Increased
|
|
|
1986
|
Osterweis Capital Management
San Francisco,
California
|
$1.13M
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1987
|
Horizon Kinetics
New York
|
$1.12M
|
+$196K
|
2
|
0.02%
|
Increased
|
|
|
1988
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$1.12M
|
+$839K
|
2
|
0.32%
|
Increased
|
|
|
1989
|
Tortoise Investment Management
White Plains,
New York
|
$1.11M
|
-$274K
|
1
|
0.42%
|
Reduced
|
|
|
1990
|
Comgest Global Investors
Paris,
France
|
$1.1M
|
+$1.17M
|
1
|
0.04%
|
New
|
|
|
1991
|
Tarbox Family Office
Newport Beach,
California
|
$1.1M
|
+$159K
|
3
|
1%
|
Increased
|
|
|
1992
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$1.09M
|
$0
|
1
|
1.25%
|
Maintained
|
|
|
1993
|
Hilton Capital Management
Garden City,
New York
|
$1.09M
|
-$541K
|
1
|
0.37%
|
Reduced
|
|
|
1994
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.09M
|
+$64.7K
|
2
|
0.05%
|
Increased
|
|
|
1995
|
F&V Capital Management
Boca Raton,
Florida
|
$1.09M
|
$0
|
1
|
0.77%
|
Maintained
|
|
|
1996
|
Pettee Investors
Rowayton,
Connecticut
|
$1.08M
|
+$79.8K
|
1
|
1.14%
|
Increased
|
|
|
1997
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.08M
|
+$373K
|
1
|
0.22%
|
Increased
|
|
|
1998
|
Thompson Davis & Co
Richmond,
Virginia
|
$1.08M
|
-$343K
|
3
|
1.51%
|
Reduced
|
|
|
1999
|
Vaughan David Investments
Peoria,
Illinois
|
$1.08M
|
+$46K
|
1
|
0.07%
|
Increased
|
|
|
2000
|
Emerald Advisers
Leola,
Pennsylvania
|
$1.07M
|
+$249K
|
1
|
0.06%
|
Increased
|
|