|
1976
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$57.3M
|
+$35.6M
|
14
|
7.27%
|
Increased
|
|
|
1977
|
M. Kraus & Co
Shelburne,
Vermont
|
$57.3M
|
-$430K
|
6
|
17.19%
|
Reduced
|
|
|
1978
|
|
$57.2M
|
-$2.77M
|
8
|
5.87%
|
Reduced
|
|
|
1979
|
Good Life Advisors
Reading,
Pennsylvania
|
$57M
|
-$3.64M
|
8
|
4.15%
|
Reduced
|
|
|
1980
|
Journey Advisory Group
Covington,
Kentucky
|
$57M
|
$0
|
7
|
6.82%
|
Maintained
|
|
|
1981
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$56.9M
|
-$3.48M
|
6
|
15.19%
|
Reduced
|
|
|
1982
|
Central Bank & Trust
Lexington,
Kentucky
|
$56.9M
|
-$4M
|
7
|
8.61%
|
Reduced
|
|
|
1983
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$56.9M
|
+$1.24M
|
5
|
14.16%
|
Increased
|
|
|
1984
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$56.8M
|
+$822K
|
5
|
23.03%
|
Increased
|
|
|
1985
|
Shikiar Asset Management
New York
|
$56.8M
|
-$1.37M
|
4
|
15.05%
|
Reduced
|
|
|
1986
|
XML Financial
Bethesda,
Maryland
|
$56.8M
|
+$966K
|
6
|
5.2%
|
Increased
|
|
|
1987
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$56.8M
|
-$909K
|
7
|
15.9%
|
Reduced
|
|
|
1988
|
Little House Capital
Braintree,
Massachusetts
|
$56.7M
|
-$480K
|
6
|
16.19%
|
Reduced
|
|
|
1989
|
RWQ Financial Management Services
Naples,
Florida
|
$56.6M
|
-$1.25M
|
4
|
22.15%
|
Reduced
|
|
|
1990
|
Atwood & Palmer
Kansas City,
Missouri
|
$56.6M
|
+$32.4K
|
8
|
3.88%
|
Increased
|
|
|
1991
|
Family Management
New York
|
$56.6M
|
+$10.4K
|
6
|
9.09%
|
Increased
|
|
|
1992
|
NKCFO LLC
Geneva,
Illinois
|
$56.6M
|
-$1.39M
|
5
|
24.87%
|
Reduced
|
|
|
1993
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$56.5M
|
-$1.38M
|
5
|
6.86%
|
Reduced
|
|
|
1994
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$56.5M
|
-$5.13M
|
5
|
13.15%
|
Reduced
|
|
|
1995
|
Claro Advisors
Boston,
Massachusetts
|
$56.4M
|
-$4.05M
|
8
|
7.63%
|
Reduced
|
|
|
1996
|
Duncker Streett & Co
St. Louis,
Missouri
|
$56.3M
|
+$119K
|
8
|
10.45%
|
Increased
|
|
|
1997
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$56.3M
|
-$560K
|
5
|
23.77%
|
Reduced
|
|
|
1998
|
First Western Trust Bank
Denver,
Colorado
|
$56.2M
|
-$2.1M
|
6
|
2.6%
|
Reduced
|
|
|
1999
|
Summit Global Investments
Bountiful,
Utah
|
$56.1M
|
-$14.7M
|
8
|
3.51%
|
Reduced
|
|
|
2000
|
Morse Asset Management
Darien,
Connecticut
|
$56.1M
|
-$9.6M
|
9
|
12.83%
|
Reduced
|
|