|
1976
|
SignatureFD
Atlanta,
Georgia
|
$13.5M
|
+$1.86M
|
7
|
1.62%
|
Increased
|
|
|
1977
|
GFS Advisors
Houston,
Texas
|
$13.5M
|
+$146K
|
6
|
2.91%
|
Increased
|
|
|
1978
|
Caldera Capital
Dallas,
Texas
|
$13.4M
|
-$1.72M
|
1
|
10.75%
|
Reduced
|
|
|
1979
|
Venturi Wealth Management
Austin,
Texas
|
$13.4M
|
-$403K
|
7
|
2.56%
|
Reduced
|
|
|
1980
|
Clark Estates Inc
New York
|
$13.4M
|
+$942K
|
2
|
2.21%
|
Increased
|
|
|
1981
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$13.4M
|
-$26.1M
|
4
|
1.62%
|
Reduced
|
|
|
1982
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$13.3M
|
-$297K
|
7
|
8.15%
|
Reduced
|
|
|
1983
|
Elk Creek Partners
Denver,
Colorado
|
$13.3M
|
+$7.43M
|
1
|
0.78%
|
Increased
|
|
|
1984
|
Homrich & Berg
Atlanta,
Georgia
|
$13.3M
|
+$386K
|
7
|
0.91%
|
Increased
|
|
|
1985
|
SimplyRich
Carlsbad,
California
|
$13.3M
|
+$12.9M
|
5
|
7.44%
|
New
|
|
|
1986
|
Darwin Wealth Management
Tampa,
Florida
|
$13.3M
|
+$5.45M
|
6
|
5.69%
|
Increased
|
|
|
1987
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$13.3M
|
+$929K
|
8
|
5.53%
|
Increased
|
|
|
1988
|
Summit Global Investments
Bountiful,
Utah
|
$13.3M
|
+$1.14M
|
2
|
2.06%
|
Increased
|
|
|
1989
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$13.3M
|
+$12.8M
|
12
|
11.93%
|
New
|
|
|
1990
|
Regal Investment Advisors
Kentwood,
Michigan
|
$13.2M
|
+$2.41M
|
6
|
2.95%
|
Increased
|
|
|
1991
|
Seminole Management
New York
|
$13.2M
|
+$5.95M
|
2
|
2.41%
|
Increased
|
|
|
1992
|
Knowledge Leaders Capital
Denver,
Colorado
|
$13.2M
|
+$2.32M
|
3
|
10.71%
|
Increased
|
|
|
1993
|
Members Trust
Tampa,
Florida
|
$13.2M
|
+$5.79M
|
2
|
0.69%
|
Increased
|
|
|
1994
|
Tiger Pacific Capital
New York
|
$13.2M
|
-$3.85M
|
1
|
6.59%
|
Reduced
|
|
|
1995
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$13M
|
+$12.7M
|
5
|
12.78%
|
New
|
|
|
1996
|
Stableford Capital II
Scottsdale,
Arizona
|
$13M
|
+$749K
|
5
|
8.75%
|
Increased
|
|
|
1997
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$13M
|
+$1.11M
|
2
|
4.14%
|
Increased
|
|
|
1998
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$13M
|
-$887K
|
3
|
4.18%
|
Reduced
|
|
|
1999
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$13M
|
-$1.48M
|
4
|
4.38%
|
Reduced
|
|
|
2000
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$13M
|
+$10.6M
|
7
|
1.37%
|
Increased
|
|