|
1976
|
|
$26.6M
|
-$69.8K
|
4
|
8.48%
|
Reduced
|
|
|
1977
|
Chapman Investment Management
San Anselmo,
California
|
$26.6M
|
-$1.02M
|
3
|
19.67%
|
Reduced
|
|
|
1978
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$26.5M
|
+$889K
|
8
|
3.14%
|
Increased
|
|
|
1979
|
M. Kraus & Co
Shelburne,
Vermont
|
$26.5M
|
+$196K
|
3
|
12.5%
|
Increased
|
|
|
1980
|
Sturgeon Ventures
London,
United Kingdom
|
$26.5M
|
-$2.04M
|
3
|
19.98%
|
Reduced
|
|
|
1981
|
WESPAC Advisors SoCal
Pasadena,
California
|
$26.4M
|
-$5.18M
|
3
|
12.57%
|
Reduced
|
|
|
1982
|
First Washington Corp
Seattle,
Washington
|
$26.4M
|
-$5.12M
|
6
|
15.88%
|
Reduced
|
|
|
1983
|
Buffington Mohr McNeal
Boise,
Idaho
|
$26.4M
|
+$499K
|
7
|
6.95%
|
Increased
|
|
|
1984
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$26.3M
|
-$416K
|
6
|
7.26%
|
Reduced
|
|
|
1985
|
Allworth Financial
Folsom,
California
|
$26.3M
|
-$107K
|
16
|
0.79%
|
Reduced
|
|
|
1986
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$26.3M
|
-$526K
|
8
|
3.34%
|
Reduced
|
|
|
1987
|
Portfolio Strategies
Monsey,
New York
|
$26.3M
|
-$3.48M
|
4
|
7.3%
|
Reduced
|
|
|
1988
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$26.2M
|
-$614K
|
10
|
9.13%
|
Reduced
|
|
|
1989
|
SFMG Wealth Advisors
Plano,
Texas
|
$26.2M
|
+$1.67M
|
7
|
3.62%
|
Increased
|
|
|
1990
|
Cartica Management
Washington,
District of Columbia
|
$26.2M
|
+$30.3M
|
1
|
8.52%
|
New
|
|
|
1991
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$26.2M
|
+$218K
|
9
|
8.6%
|
Increased
|
|
|
1992
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$26.2M
|
-$292K
|
4
|
8.98%
|
Reduced
|
|
|
1993
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$26.1M
|
-$25.9K
|
4
|
9.19%
|
Reduced
|
|
|
1994
|
Icon Wealth Partners
Houston,
Texas
|
$26.1M
|
+$7.84M
|
7
|
5.05%
|
Increased
|
|
|
1995
|
Camden National Bank
Camden,
Maine
|
$26.1M
|
+$4.21M
|
6
|
5.76%
|
Increased
|
|
|
1996
|
Crosslink Capital
Menlo Park,
California
|
$26.1M
|
-$3.29M
|
1
|
5.56%
|
Reduced
|
|
|
1997
|
Strategy Asset Managers
Pasadena,
California
|
$26M
|
-$2.95M
|
7
|
6.75%
|
Reduced
|
|
|
1998
|
|
$26M
|
-$919K
|
4
|
9.26%
|
Reduced
|
|
|
1999
|
|
$26M
|
+$26.2M
|
11
|
11.63%
|
New
|
|
|
2000
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$26M
|
-$5.53M
|
6
|
10.3%
|
Reduced
|
|
