|
1976
|
Private Capital Advisors
Darien,
Connecticut
|
$21.1M
|
+$47.8K
|
5
|
5.16%
|
Increased
|
|
|
1977
|
Sandell Asset Management
New York
|
$21M
|
$0
|
3
|
3.4%
|
Maintained
|
|
|
1978
|
Six Columns Capital
Dallas,
Texas
|
$21M
|
+$19.2M
|
2
|
3.25%
|
New
|
|
|
1979
|
CRA Financial Services
Northfield,
New Jersey
|
$21M
|
+$398K
|
6
|
11.45%
|
Increased
|
|
|
1980
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$21M
|
+$201K
|
6
|
8.77%
|
Increased
|
|
|
1981
|
Grisanti Capital Management
New York
|
$21M
|
+$1.04M
|
4
|
10.12%
|
Increased
|
|
|
1982
|
Biltmore Family Office
Charlotte,
North Carolina
|
$20.9M
|
+$451K
|
6
|
8.42%
|
Increased
|
|
|
1983
|
Spark Investment Management
New York
|
$20.9M
|
+$73.7K
|
4
|
2.45%
|
Increased
|
|
|
1984
|
Darwin Wealth Management
Tampa,
Florida
|
$20.9M
|
+$2.28M
|
7
|
5.56%
|
Increased
|
|
|
1985
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$20.9M
|
+$1.89M
|
6
|
1.97%
|
Increased
|
|
|
1986
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$20.9M
|
-$695K
|
5
|
7.41%
|
Reduced
|
|
|
1987
|
OTA Financial Group
Purchase,
New York
|
$20.8M
|
+$20.1M
|
1
|
13.93%
|
New
|
|
|
1988
|
BFSG LLC
Irvine,
California
|
$20.8M
|
+$2.3M
|
6
|
3.93%
|
Increased
|
|
|
1989
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$20.8M
|
+$493K
|
4
|
11.92%
|
Increased
|
|
|
1990
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$20.8M
|
-$5.34M
|
7
|
2.8%
|
Reduced
|
|
|
1991
|
Laurion Capital Management
New York
|
$20.8M
|
-$140M
|
4
|
0.16%
|
Reduced
|
|
|
1992
|
CenturyLink Investment Management
Denver,
Colorado
|
$20.8M
|
-$2.83M
|
6
|
10%
|
Reduced
|
|
|
1993
|
Wellington Shields & Co
New York
|
$20.8M
|
+$11.8M
|
6
|
9.2%
|
Increased
|
|
|
1994
|
Principle Wealth Partners
Madison,
Connecticut
|
$20.7M
|
-$169K
|
5
|
6.63%
|
Reduced
|
|
|
1995
|
Hilltop Holdings
Dallas,
Texas
|
$20.7M
|
-$1.42M
|
7
|
3.88%
|
Reduced
|
|
|
1996
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.7M
|
-$5.92K
|
4
|
0.73%
|
Reduced
|
|
|
1997
|
PFM Health Sciences
San Francisco,
California
|
$20.7M
|
-$92.1M
|
2
|
0.98%
|
Reduced
|
|
|
1998
|
Ibex Investors
Denver,
Colorado
|
$20.7M
|
-$766K
|
4
|
0.38%
|
Reduced
|
|
|
1999
|
GSA Capital Partners
London,
United Kingdom
|
$20.6M
|
+$8.06M
|
14
|
2.4%
|
Increased
|
|
|
2000
|
Quantbot Technologies
New York
|
$20.6M
|
+$11.5M
|
8
|
2.05%
|
Increased
|
|