|
1976
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$17.3M
|
+$1.3M
|
4
|
6.03%
|
Increased
|
|
|
1977
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$17.3M
|
+$360K
|
7
|
4.7%
|
Increased
|
|
|
1978
|
South Street Advisors
New York
|
$17.3M
|
+$415K
|
4
|
5.24%
|
Increased
|
|
|
1979
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$17.3M
|
+$768K
|
6
|
3.26%
|
Increased
|
|
|
1980
|
Centaurus Financial
Anaheim,
California
|
$17.3M
|
+$557K
|
11
|
2.95%
|
Increased
|
|
|
1981
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$17.3M
|
+$372K
|
2
|
1.47%
|
Increased
|
|
|
1982
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$17.2M
|
-$146K
|
10
|
8.78%
|
Reduced
|
|
|
1983
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$17.2M
|
+$430K
|
7
|
7.21%
|
Increased
|
|
|
1984
|
Montgomery Investment Management
Rockville,
Maryland
|
$17.2M
|
-$11.8K
|
4
|
7.68%
|
Reduced
|
|
|
1985
|
Fidelity National Financial
Jacksonville,
Florida
|
$17.2M
|
$0
|
1
|
2.72%
|
Maintained
|
|
|
1986
|
Tiger Legatus Capital Management
New York
|
$17.2M
|
-$9.08M
|
1
|
8.04%
|
Reduced
|
|
|
1987
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$17.2M
|
-$926K
|
2
|
6.15%
|
Reduced
|
|
|
1988
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$17.1M
|
+$202K
|
6
|
13.07%
|
Increased
|
|
|
1989
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$17.1M
|
-$13.2M
|
1
|
20.56%
|
Reduced
|
|
|
1990
|
Telos Capital Management
San Diego,
California
|
$17M
|
+$350K
|
7
|
5.31%
|
Increased
|
|
|
1991
|
|
$17M
|
+$7.86M
|
4
|
6.79%
|
Increased
|
|
|
1992
|
Toth Financial Advisory
Leesburg,
Virginia
|
$17M
|
+$1.01M
|
10
|
3.99%
|
Increased
|
|
|
1993
|
Liberty Capital Management
Birmingham,
Michigan
|
$17M
|
+$6.13M
|
5
|
8.58%
|
Increased
|
|
|
1994
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$17M
|
+$4.82M
|
7
|
10.04%
|
Increased
|
|
|
1995
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$17M
|
+$22.3K
|
5
|
14.27%
|
Increased
|
|
|
1996
|
Sargent Investment Group
Bethesda,
Maryland
|
$17M
|
-$267K
|
6
|
8.17%
|
Reduced
|
|
|
1997
|
Chicago Trust
Grayslake,
Illinois
|
$16.9M
|
-$307K
|
7
|
7.28%
|
Reduced
|
|
|
1998
|
NBW Capital
Boston,
Massachusetts
|
$16.9M
|
-$179K
|
2
|
4.62%
|
Reduced
|
|
|
1999
|
Prelude Capital Management
New York
|
$16.9M
|
-$8.03M
|
13
|
0.95%
|
Reduced
|
|
|
2000
|
Abacus Planning Group
Columbia,
South Carolina
|
$16.9M
|
+$622K
|
6
|
10.54%
|
Increased
|
|