|
1976
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$42.6M
|
+$582K
|
6
|
4.85%
|
Increased
|
|
|
1977
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$42.5M
|
-$305K
|
6
|
7.78%
|
Reduced
|
|
|
1978
|
First National Advisers
Omaha,
Nebraska
|
$42.4M
|
+$12.8M
|
4
|
12.19%
|
Increased
|
|
|
1979
|
Cypress Asset Management
Houston,
Texas
|
$42.3M
|
+$102K
|
4
|
12.74%
|
Increased
|
|
|
1980
|
Sigma Investment Counselors
Northville,
Michigan
|
$42.3M
|
-$1.45M
|
6
|
2.99%
|
Reduced
|
|
|
1981
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$42.3M
|
+$3.26M
|
10
|
10.63%
|
Increased
|
|
|
1982
|
Vicus Capital
State College,
Pennsylvania
|
$42.2M
|
-$4.15M
|
5
|
4.27%
|
Reduced
|
|
|
1983
|
Hilltop Holdings
Dallas,
Texas
|
$42.2M
|
-$8.97M
|
7
|
4.79%
|
Reduced
|
|
|
1984
|
Private Capital Advisors
Darien,
Connecticut
|
$42.2M
|
+$6.46M
|
4
|
6.43%
|
Increased
|
|
|
1985
|
Knuff & Co
Foster City,
California
|
$42.1M
|
+$1.26M
|
6
|
15.35%
|
Increased
|
|
|
1986
|
Destiny Wealth Partners
Tavares,
Florida
|
$42M
|
+$310K
|
5
|
7.89%
|
Increased
|
|
|
1987
|
Hohimer Wealth Management
Seattle,
Washington
|
$42M
|
-$376K
|
6
|
10.65%
|
Reduced
|
|
|
1988
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$42M
|
-$595K
|
4
|
12.13%
|
Reduced
|
|
|
1989
|
Apriem Advisors
Irvine,
California
|
$41.9M
|
+$42.3K
|
5
|
5.6%
|
Increased
|
|
|
1990
|
Ogborne Capital Management
San Francisco,
California
|
$41.9M
|
-$14.8M
|
1
|
12.81%
|
Reduced
|
|
|
1991
|
Wilsey Asset Management
San Diego,
California
|
$41.9M
|
+$14.6K
|
1
|
8.55%
|
Increased
|
|
|
1992
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$41.8M
|
+$190K
|
4
|
8.55%
|
Increased
|
|
|
1993
|
Executive Wealth Management
Brighton,
Michigan
|
$41.8M
|
+$2.21M
|
6
|
3.93%
|
Increased
|
|
|
1994
|
Franchise Capital
Grand Cayman,
Cayman Islands
|
$41.8M
|
+$8.38M
|
1
|
10.45%
|
Increased
|
|
|
1995
|
Journey Advisory Group
Covington,
Kentucky
|
$41.7M
|
-$227K
|
7
|
5.67%
|
Reduced
|
|
|
1996
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$41.7M
|
-$1.61M
|
6
|
8.53%
|
Reduced
|
|
|
1997
|
LTS One Management
New York
|
$41.6M
|
-$3.59M
|
2
|
9.72%
|
Reduced
|
|
|
1998
|
Atwood & Palmer
Kansas City,
Missouri
|
$41.6M
|
+$1.27K
|
7
|
3.36%
|
Increased
|
|
|
1999
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$41.5M
|
+$39.3M
|
9
|
9.19%
|
New
|
|
|
2000
|
|
$41.5M
|
-$251K
|
6
|
9.02%
|
Reduced
|
|
