|
1976
|
Buffington Mohr McNeal
Boise,
Idaho
|
$37.3M
|
-$242K
|
6
|
8.47%
|
Reduced
|
|
|
1977
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$37.3M
|
-$1.87M
|
8
|
2.38%
|
Reduced
|
|
|
1978
|
Soditic Asset Management
Tonbridge,
United Kingdom
|
$37.2M
|
$0
|
2
|
28.69%
|
Maintained
|
|
|
1979
|
HUB Investment Partners
Austin,
Texas
|
$37.2M
|
+$13.4M
|
8
|
5.62%
|
Increased
|
|
|
1980
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$37.2M
|
-$23.4K
|
12
|
6.12%
|
Reduced
|
|
|
1981
|
Symmetry Partners
Glastonbury,
Connecticut
|
$37.2M
|
-$5.79M
|
10
|
2.02%
|
Reduced
|
|
|
1982
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$37.2M
|
+$3.69M
|
7
|
5.99%
|
Increased
|
|
|
1983
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$37.1M
|
+$333K
|
6
|
13.94%
|
Increased
|
|
|
1984
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
$37.1M
|
-$9.7M
|
2
|
0.36%
|
Reduced
|
|
|
1985
|
Destiny Wealth Partners
Tavares,
Florida
|
$37.1M
|
+$478K
|
5
|
7.49%
|
Increased
|
|
|
1986
|
Brasada Capital Management
Houston,
Texas
|
$37.1M
|
+$4.17M
|
4
|
8.66%
|
Increased
|
|
|
1987
|
Apriem Advisors
Irvine,
California
|
$37.1M
|
-$600K
|
5
|
5.44%
|
Reduced
|
|
|
1988
|
Kinney Asset Management
Chicago,
Illinois
|
$37.1M
|
-$6.73M
|
1
|
27.55%
|
Reduced
|
|
|
1989
|
|
$37M
|
+$4.62M
|
20
|
0.81%
|
Increased
|
|
|
1990
|
Great Lakes Retirement
Sandusky,
Ohio
|
$37M
|
+$1.2M
|
3
|
6.68%
|
Increased
|
|
|
1991
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$37M
|
+$216K
|
6
|
7.53%
|
Increased
|
|
|
1992
|
West Coast Financial
Santa Barbara,
California
|
$36.9M
|
-$401K
|
4
|
5.5%
|
Reduced
|
|
|
1993
|
Continuum Advisory
Eagle,
Idaho
|
$36.8M
|
-$1.19M
|
6
|
5.9%
|
Reduced
|
|
|
1994
|
Van Strum & Towne
San Francisco,
California
|
$36.8M
|
-$500K
|
5
|
15.53%
|
Reduced
|
|
|
1995
|
Family Management
New York
|
$36.8M
|
+$620K
|
5
|
8.35%
|
Increased
|
|
|
1996
|
Steamboat Capital Partners
Rye,
New York
|
$36.7M
|
-$6.7M
|
4
|
13.62%
|
Reduced
|
|
|
1997
|
Comerica Securities
Detroit,
Michigan
|
$36.7M
|
-$7.96M
|
8
|
3.05%
|
Reduced
|
|
|
1998
|
Cypress Asset Management
Houston,
Texas
|
$36.6M
|
+$2.22M
|
4
|
12.25%
|
Increased
|
|
|
1999
|
Berkshire Capital Holdings
San Jose,
California
|
$36.5M
|
-$1.59M
|
10
|
17.88%
|
Reduced
|
|
|
2000
|
Capital City Trust
Tallahassee,
Florida
|
$36.4M
|
-$205K
|
6
|
12.05%
|
Reduced
|
|