|
1976
|
Seven Grand Managers
Bronxville,
New York
|
$71.7M
|
+$17.7M
|
2
|
5.46%
|
Increased
|
|
|
1977
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$71.7M
|
-$2.25M
|
7
|
6.65%
|
Reduced
|
|
|
1978
|
Vantage Wealth
Pasadena,
California
|
$71.7M
|
-$6.33M
|
4
|
15.5%
|
Reduced
|
|
|
1979
|
Intellectus Partners
San Francisco,
California
|
$71.7M
|
-$5.4M
|
10
|
13.85%
|
Reduced
|
|
|
1980
|
Personal CFO Solutions
Chester,
New Jersey
|
$71.6M
|
+$2.05M
|
13
|
11.37%
|
Increased
|
|
|
1981
|
Kora Management
Brooklyn,
New York
|
$71.4M
|
+$12.1M
|
1
|
9.51%
|
Increased
|
|
|
1982
|
Clearstead Trust
Portland,
Maine
|
$71.3M
|
-$495K
|
15
|
11.22%
|
Reduced
|
|
|
1983
|
Cadian Capital Management
New York
|
$71.2M
|
+$5.73M
|
1
|
5.14%
|
Increased
|
|
|
1984
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$71.2M
|
-$1.41M
|
7
|
16.2%
|
Reduced
|
|
|
1985
|
FAS Wealth Partners
Leawood,
Kansas
|
$71.1M
|
+$3.16M
|
10
|
4.59%
|
Increased
|
|
|
1986
|
Manhattan West Asset Management
Los Angeles,
California
|
$71M
|
-$3.44M
|
7
|
14.54%
|
Reduced
|
|
|
1987
|
Valiant Capital Management
San Francisco,
California
|
$71M
|
-$2.92M
|
2
|
4.02%
|
Reduced
|
|
|
1988
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$70.8M
|
+$51K
|
5
|
16.45%
|
Increased
|
|
|
1989
|
HCEP Management
Hong Kong
|
$70.8M
|
-$11.1M
|
1
|
57.72%
|
Reduced
|
|
|
1990
|
Mengis Capital Management
Portland,
Oregon
|
$70.7M
|
+$4.61M
|
6
|
12.51%
|
Increased
|
|
|
1991
|
Peconic Partners
New York
|
$70.7M
|
+$68.6M
|
2
|
1.68%
|
Increased
|
|
|
1992
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$70.7M
|
-$649K
|
3
|
4.13%
|
Reduced
|
|
|
1993
|
Archford Capital Strategies
Swansea,
Illinois
|
$70.7M
|
+$547K
|
9
|
8.23%
|
Increased
|
|
|
1994
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$70.6M
|
-$7.14M
|
3
|
13.89%
|
Reduced
|
|
|
1995
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$70.6M
|
+$922K
|
10
|
3.88%
|
Increased
|
|
|
1996
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$70.6M
|
-$6.03M
|
7
|
6.74%
|
Reduced
|
|
|
1997
|
McDonough Capital Management
Orlando,
Florida
|
$70.5M
|
+$333K
|
5
|
34.52%
|
Increased
|
|
|
1998
|
Elk River Wealth Management
Denver,
Colorado
|
$70.5M
|
+$148M
|
5
|
11.33%
|
Increased
|
|
|
1999
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$70.3M
|
+$4.29M
|
9
|
0.69%
|
Increased
|
|
|
2000
|
Headlands Technologies
Chicago,
Illinois
|
$70.3M
|
-$34.2M
|
10
|
5.87%
|
Reduced
|
|
