|
1976
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$66.5M
|
+$646K
|
7
|
15.92%
|
Increased
|
|
|
1977
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$66.5M
|
-$398K
|
9
|
3.87%
|
Reduced
|
|
|
1978
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$66.3M
|
-$7.28M
|
6
|
5.66%
|
Reduced
|
|
|
1979
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$66.3M
|
+$13.6M
|
3
|
28.55%
|
Increased
|
|
|
1980
|
Inscription Capital
Houston,
Texas
|
$66.3M
|
+$7.62M
|
13
|
7.15%
|
Increased
|
|
|
1981
|
Delta Investment Management
San Francisco,
California
|
$66.3M
|
+$1.41M
|
8
|
11.88%
|
Increased
|
|
|
1982
|
Huntleigh Advisors
St. Louis,
Missouri
|
$66.1M
|
-$657K
|
9
|
11.27%
|
Reduced
|
|
|
1983
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$66.1M
|
+$393K
|
7
|
4.68%
|
Increased
|
|
|
1984
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$65.9M
|
-$187K
|
7
|
13.59%
|
Reduced
|
|
|
1985
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$65.8M
|
+$3.53M
|
8
|
12.69%
|
Increased
|
|
|
1986
|
TownSquare Capital
Provo,
Utah
|
$65.8M
|
-$39.6M
|
9
|
9.95%
|
Reduced
|
|
|
1987
|
Central Bank & Trust
Lexington,
Kentucky
|
$65.7M
|
-$629K
|
7
|
10.36%
|
Reduced
|
|
|
1988
|
Duncker Streett & Co
St. Louis,
Missouri
|
$65.7M
|
+$601K
|
9
|
11.45%
|
Increased
|
|
|
1989
|
Meridian Wealth Advisors
Austin,
Texas
|
$65.7M
|
+$1.29M
|
6
|
9.32%
|
Increased
|
|
|
1990
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$65.6M
|
-$199K
|
6
|
11.5%
|
Reduced
|
|
|
1991
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$65.6M
|
+$3.34M
|
11
|
11.31%
|
Increased
|
|
|
1992
|
|
$65.6M
|
+$3.73M
|
2
|
15.46%
|
Increased
|
|
|
1993
|
Occidental Asset Management
Burlingame,
California
|
$65.5M
|
+$6.38M
|
8
|
8.22%
|
Increased
|
|
|
1994
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$65.4M
|
-$257K
|
5
|
15.81%
|
Reduced
|
|
|
1995
|
Aspiriant LLC
Los Angeles,
California
|
$65.4M
|
-$1.46M
|
6
|
2%
|
Reduced
|
|
|
1996
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$65.3M
|
+$1.38M
|
6
|
2.65%
|
Increased
|
|
|
1997
|
Koshinski Asset Management
Decatur,
Illinois
|
$65.2M
|
+$812K
|
9
|
4.38%
|
Increased
|
|
|
1998
|
Arjuna Capital
Durham,
North Carolina
|
$65.1M
|
+$864K
|
7
|
16.18%
|
Increased
|
|
|
1999
|
Plimoth Trust
Plymouth,
Massachusetts
|
$65.1M
|
-$1.15M
|
6
|
14.73%
|
Reduced
|
|
|
2000
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$65M
|
-$11.3M
|
4
|
9.05%
|
Reduced
|
|