|
1976
|
Asset Dedication LLC
San Francisco,
California
|
$1.73M
|
+$108K
|
2
|
1%
|
Increased
|
|
|
1977
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$1.73M
|
+$1.69M
|
1
|
1.22%
|
New
|
|
|
1978
|
Dodge & Cox
San Francisco,
California
|
$1.73M
|
-$1.22M
|
1
|
0%
|
Reduced
|
|
|
1979
|
Planning Alternatives
Birmingham,
Michigan
|
$1.72M
|
-$6.92K
|
1
|
0.36%
|
Reduced
|
|
|
1980
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$1.72M
|
+$249
|
1
|
1.8%
|
Increased
|
|
|
1981
|
Central Asset Investments & Management Holdings
Hong Kong
|
$1.71M
|
+$1.68M
|
1
|
1.61%
|
New
|
|
|
1982
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.71M
|
+$1.68M
|
1
|
0.84%
|
New
|
|
|
1983
|
Bonness Enterprises
Washington,
District of Columbia
|
$1.71M
|
$0
|
1
|
1.53%
|
Maintained
|
|
|
1984
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$1.71M
|
+$89.3K
|
3
|
0.81%
|
Increased
|
|
|
1985
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$1.7M
|
-$121K
|
1
|
0.66%
|
Reduced
|
|
|
1986
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$1.7M
|
+$243K
|
4
|
1.42%
|
Increased
|
|
|
1987
|
High Falls Advisors
Rochester,
New York
|
$1.69M
|
+$52.7K
|
1
|
0.78%
|
Increased
|
|
|
1988
|
Financial Advisory Group
Houston,
Texas
|
$1.69M
|
-$63.2K
|
1
|
0.65%
|
Reduced
|
|
|
1989
|
Paradigm Capital Management Inc
Albany,
New York
|
$1.69M
|
+$199K
|
1
|
0.16%
|
Increased
|
|
|
1990
|
Highstreet Asset Management
London,
Ontario, Canada
|
$1.69M
|
-$972K
|
1
|
0.58%
|
Reduced
|
|
|
1991
|
Welch Group
Birmingham,
Alabama
|
$1.68M
|
-$131K
|
1
|
0.33%
|
Reduced
|
|
|
1992
|
|
$1.67M
|
-$72.6K
|
1
|
3.88%
|
Reduced
|
|
|
1993
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.67M
|
+$1.63M
|
1
|
1.25%
|
New
|
|
|
1994
|
Advisory Research
Chicago,
Illinois
|
$1.66M
|
+$695K
|
2
|
0.02%
|
Increased
|
|
|
1995
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.66M
|
+$1.62M
|
1
|
1.38%
|
New
|
|
|
1996
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.66M
|
+$1.62M
|
1
|
1.69%
|
New
|
|
|
1997
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.65M
|
-$19.8K
|
1
|
0.69%
|
Reduced
|
|
|
1998
|
Occidental Asset Management
Burlingame,
California
|
$1.65M
|
+$103K
|
1
|
1.18%
|
Increased
|
|
|
1999
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.63M
|
+$90.9K
|
2
|
0.06%
|
Increased
|
|
|
2000
|
SSI Investment Management
Los Angeles,
California
|
$1.63M
|
-$278K
|
1
|
0.15%
|
Reduced
|
|