|
1976
|
Kadensa Capital
Central,
Hong Kong
|
$58.2M
|
-$36.5M
|
2
|
9.27%
|
Reduced
|
|
|
1977
|
Decatur Capital Management
Decatur,
Georgia
|
$58.2M
|
$0
|
4
|
25.47%
|
Maintained
|
|
|
1978
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$58.2M
|
-$4M
|
6
|
19.33%
|
Reduced
|
|
|
1979
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$58.1M
|
-$993K
|
7
|
15.4%
|
Reduced
|
|
|
1980
|
Delta Investment Management
San Francisco,
California
|
$58.1M
|
-$2.09M
|
6
|
11.17%
|
Reduced
|
|
|
1981
|
|
$58.1M
|
+$221K
|
7
|
8.98%
|
Increased
|
|
|
1982
|
Conning Inc
Hartford,
Connecticut
|
$58.1M
|
-$1.86M
|
7
|
1.99%
|
Reduced
|
|
|
1983
|
Huntleigh Advisors
St. Louis,
Missouri
|
$58.1M
|
-$31.3M
|
10
|
11.2%
|
Reduced
|
|
|
1984
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$57.9M
|
-$1.95M
|
11
|
7.38%
|
Reduced
|
|
|
1985
|
Premier Fund Managers
Guildford,
United Kingdom
|
$57.9M
|
+$5.82M
|
4
|
2.11%
|
Increased
|
|
|
1986
|
Little House Capital
Braintree,
Massachusetts
|
$57.9M
|
+$3.91K
|
6
|
14.5%
|
Increased
|
|
|
1987
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$57.8M
|
+$6.32K
|
7
|
18.24%
|
Increased
|
|
|
1988
|
Central Bank & Trust
Lexington,
Kentucky
|
$57.8M
|
-$625K
|
7
|
9.45%
|
Reduced
|
|
|
1989
|
Destiny Wealth Partners
Tavares,
Florida
|
$57.8M
|
+$7.41M
|
5
|
7.77%
|
Increased
|
|
|
1990
|
Ausdal Financial Partners
Davenport,
Iowa
|
$57.8M
|
+$4.94M
|
10
|
3.86%
|
Increased
|
|
|
1991
|
Infinitum Asset Management
Fort Lauderdale,
Florida
|
$57.8M
|
-$10.3M
|
3
|
12.79%
|
Reduced
|
|
|
1992
|
Newbrook Capital Advisors
New York
|
$57.7M
|
-$39.2M
|
1
|
7.28%
|
Reduced
|
|
|
1993
|
Blue Whale Capital
London,
United Kingdom
|
$57.7M
|
-$29.8M
|
1
|
3.78%
|
Reduced
|
|
|
1994
|
Meridian Wealth Advisors
Austin,
Texas
|
$57.7M
|
+$494K
|
6
|
9.12%
|
Increased
|
|
|
1995
|
Jessup Wealth Management
Dayton,
Ohio
|
$57.7M
|
-$610K
|
4
|
23.14%
|
Reduced
|
|
|
1996
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$57.6M
|
+$31.6M
|
10
|
4.05%
|
Increased
|
|
|
1997
|
Jackson Square Capital
San Francisco,
California
|
$57.6M
|
+$10.6M
|
6
|
12.79%
|
Increased
|
|
|
1998
|
Camden National Bank
Camden,
Maine
|
$57.6M
|
+$2.42M
|
6
|
8.3%
|
Increased
|
|
|
1999
|
Valmark Advisers
Akron,
Ohio
|
$57.6M
|
+$2.09M
|
7
|
0.8%
|
Increased
|
|
|
2000
|
Duncker Streett & Co
St. Louis,
Missouri
|
$57.5M
|
-$1.4M
|
8
|
10.49%
|
Reduced
|
|