|
1976
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$5.7M
|
-$133K
|
3
|
0.99%
|
Reduced
|
|
|
1977
|
Hager Investment Management Services
New London,
New Hampshire
|
$5.7M
|
-$414K
|
16
|
2.62%
|
Reduced
|
|
|
1978
|
Transmarket Holdings
Chicago,
Illinois
|
$5.69M
|
+$1.45M
|
1
|
4.18%
|
Increased
|
|
|
1979
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$5.68M
|
+$5.22M
|
2
|
1.85%
|
New
|
|
|
1980
|
Holderness Investments Company
Greensboro,
North Carolina
|
$5.67M
|
+$516K
|
6
|
0.95%
|
Increased
|
|
|
1981
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$5.67M
|
+$268K
|
4
|
2.69%
|
Increased
|
|
|
1982
|
Udine Wealth Management
Boca Raton,
Florida
|
$5.67M
|
-$3.47M
|
1
|
2.33%
|
Reduced
|
|
|
1983
|
Founders Financial Securities
Towson,
Maryland
|
$5.65M
|
-$53.1K
|
6
|
0.29%
|
Reduced
|
|
|
1984
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$5.64M
|
-$138K
|
1
|
2.39%
|
Reduced
|
|
|
1985
|
River Street Advisors
Aurora,
Illinois
|
$5.64M
|
+$303K
|
4
|
1.66%
|
Increased
|
|
|
1986
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$5.63M
|
+$1.08M
|
3
|
0.66%
|
Increased
|
|
|
1987
|
Delta Capital Management
Red Bank,
New Jersey
|
$5.63M
|
+$224K
|
3
|
2.59%
|
Increased
|
|
|
1988
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$5.63M
|
-$269K
|
4
|
1.73%
|
Reduced
|
|
|
1989
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$5.58M
|
-$75.3K
|
2
|
0.97%
|
Reduced
|
|
|
1990
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$5.58M
|
+$632K
|
3
|
1.61%
|
Increased
|
|
|
1991
|
Banco de Sabadell
Miami,
Florida
|
$5.58M
|
-$528K
|
2
|
3.27%
|
Reduced
|
|
|
1992
|
NorthRock Partners
Minneapolis,
Minnesota
|
$5.56M
|
-$650K
|
5
|
0.08%
|
Reduced
|
|
|
1993
|
Stansberry Asset Management
Westlake,
Texas
|
$5.53M
|
+$4.29M
|
1
|
0.51%
|
Increased
|
|
|
1994
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$5.53M
|
-$1.54M
|
3
|
1.55%
|
Reduced
|
|
|
1995
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$5.53M
|
-$85.5K
|
3
|
0.42%
|
Reduced
|
|
|
1996
|
|
$5.52M
|
+$2.69M
|
2
|
0.71%
|
Increased
|
|
|
1997
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$5.52M
|
-$106K
|
2
|
0.58%
|
Reduced
|
|
|
1998
|
One Capital Management
Westlake Village,
California
|
$5.51M
|
+$984K
|
4
|
0.15%
|
Increased
|
|
|
1999
|
Opus Investment Management
Worcester,
Massachusetts
|
$5.5M
|
$0
|
2
|
3%
|
Maintained
|
|
|
2000
|
Northside Capital Management
Hood River,
Oregon
|
$5.49M
|
+$217K
|
5
|
0.45%
|
Increased
|
|