|
1976
|
Shikiar Asset Management
New York
|
$7.36M
|
+$182K
|
1
|
3.57%
|
Increased
|
|
|
1977
|
Bonness Enterprises
Washington,
District of Columbia
|
$7.35M
|
+$1.66M
|
3
|
6.61%
|
Increased
|
|
|
1978
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$7.35M
|
-$181K
|
11
|
3.16%
|
Reduced
|
|
|
1979
|
Family Capital Trust
Peabody,
Massachusetts
|
$7.34M
|
+$185K
|
3
|
4.01%
|
Increased
|
|
|
1980
|
Bell Bank
Fargo,
North Dakota
|
$7.34M
|
+$4.82M
|
7
|
5.26%
|
Increased
|
|
|
1981
|
Savant Capital
Rockford,
Illinois
|
$7.34M
|
-$378K
|
5
|
2.29%
|
Reduced
|
|
|
1982
|
Genesee Valley Trust
Pittsford,
New York
|
$7.33M
|
+$147K
|
5
|
4.82%
|
Increased
|
|
|
1983
|
Venturi Wealth Management
Austin,
Texas
|
$7.32M
|
+$7M
|
3
|
3.33%
|
New
|
|
|
1984
|
Rex Capital Advisors
Providence,
Rhode Island
|
$7.32M
|
+$243K
|
2
|
7.63%
|
Increased
|
|
|
1985
|
Cadinha & Co
Honolulu,
Hawaii
|
$7.3M
|
+$317K
|
4
|
1.73%
|
Increased
|
|
|
1986
|
Lipe & Dalton
Syracuse,
New York
|
$7.3M
|
+$92.1K
|
4
|
5.91%
|
Increased
|
|
|
1987
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.29M
|
+$1.26M
|
4
|
1.11%
|
Increased
|
|
|
1988
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$7.27M
|
+$423K
|
2
|
3.66%
|
Increased
|
|
|
1989
|
Azzad Asset Management
Falls Church,
Virginia
|
$7.26M
|
-$882K
|
6
|
3.48%
|
Reduced
|
|
|
1990
|
First Financial Corp
Terre Haute,
Indiana
|
$7.21M
|
+$61.7K
|
8
|
3.81%
|
Increased
|
|
|
1991
|
Wealth Architects
Mountain View,
California
|
$7.21M
|
+$683K
|
9
|
3.56%
|
Increased
|
|
|
1992
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$7.2M
|
+$1.42M
|
6
|
4.29%
|
Increased
|
|
|
1993
|
LaSalle Street Capital Management
Chicago,
Illinois
|
$7.18M
|
+$545K
|
5
|
7.13%
|
Increased
|
|
|
1994
|
RPG Investment Advisory
Pleasanton,
California
|
$7.18M
|
+$7.09M
|
5
|
2.69%
|
New
|
|
|
1995
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$7.16M
|
-$539K
|
3
|
1.77%
|
Reduced
|
|
|
1996
|
WFG Advisors
Dallas,
Texas
|
$7.16M
|
+$943K
|
13
|
2.14%
|
Increased
|
|
|
1997
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$7.16M
|
+$3.4M
|
4
|
4.79%
|
Increased
|
|
|
1998
|
Amarillo National Bank
Amarillo,
Texas
|
$7.14M
|
-$2.55M
|
5
|
5.05%
|
Reduced
|
|
|
1999
|
Bison Wealth
Atlanta,
Georgia
|
$7.11M
|
+$594K
|
7
|
4.06%
|
Increased
|
|
|
2000
|
Sapphire Star Partners
Redmond,
Washington
|
$7.1M
|
+$6.73M
|
2
|
9.41%
|
New
|
|