|
1976
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$15.3M
|
-$247K
|
3
|
13.88%
|
Reduced
|
|
|
1977
|
Rice Partnership
Honolulu,
Hawaii
|
$15.3M
|
+$1.19M
|
4
|
10.1%
|
Increased
|
|
|
1978
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$15.3M
|
-$74K
|
5
|
4.03%
|
Reduced
|
|
|
1979
|
IFG Advisory
Atlanta,
Georgia
|
$15.3M
|
+$917K
|
7
|
3.15%
|
Increased
|
|
|
1980
|
Garnet Equity Capital Holdings
New York
|
$15.3M
|
-$4.76M
|
1
|
13.23%
|
Reduced
|
|
|
1981
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$15.3M
|
+$366K
|
5
|
14.32%
|
Increased
|
|
|
1982
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$15.3M
|
+$555K
|
10
|
5.94%
|
Increased
|
|
|
1983
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$15.3M
|
+$4.3M
|
9
|
1.1%
|
Increased
|
|
|
1984
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$15.2M
|
-$413K
|
2
|
5.71%
|
Reduced
|
|
|
1985
|
Hills Bank & Trust
North Liberty,
Iowa
|
$15.1M
|
+$231K
|
5
|
4.36%
|
Increased
|
|
|
1986
|
|
$15.1M
|
+$9.7M
|
3
|
0.77%
|
Increased
|
|
|
1987
|
Pacific Heights Asset Management
San Francisco,
California
|
$15.1M
|
$0
|
1
|
1.55%
|
Maintained
|
|
|
1988
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$15.1M
|
+$108K
|
4
|
9.5%
|
Increased
|
|
|
1989
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$15M
|
-$1.61M
|
3
|
2.96%
|
Reduced
|
|
|
1990
|
Davis Rea
Toronto,
Ontario, Canada
|
$15M
|
-$4.44M
|
4
|
9.86%
|
Reduced
|
|
|
1991
|
Homrich & Berg
Atlanta,
Georgia
|
$15M
|
-$1.7M
|
7
|
1.09%
|
Reduced
|
|
|
1992
|
6 Meridian
Wichita,
Kansas
|
$15M
|
-$251K
|
2
|
1.59%
|
Reduced
|
|
|
1993
|
Perkins Coie Trust Company
Seattle,
Washington
|
$15M
|
-$200K
|
9
|
7.4%
|
Reduced
|
|
|
1994
|
Bruderman Asset Management
Locust Valley,
New York
|
$15M
|
-$2.15M
|
10
|
3.64%
|
Reduced
|
|
|
1995
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$14.8M
|
+$4.73M
|
5
|
5.98%
|
Increased
|
|
|
1996
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$14.8M
|
-$187K
|
7
|
9.05%
|
Reduced
|
|
|
1997
|
Gabalex Capital Management
New York
|
$14.8M
|
$0
|
1
|
4.35%
|
Maintained
|
|
|
1998
|
Thompson Rubinstein Investment Management
Portland,
Oregon
|
$14.7M
|
+$244K
|
3
|
4.93%
|
Increased
|
|
|
1999
|
|
$14.7M
|
-$19.5M
|
8
|
2.3%
|
Reduced
|
|
|
2000
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.7M
|
+$1.63M
|
3
|
0.9%
|
Increased
|
|