|
1976
|
Arjuna Capital
Durham,
North Carolina
|
$60.5M
|
+$1.14M
|
6
|
15.39%
|
Increased
|
|
|
1977
|
Chemistry Wealth Management
New York
|
$60.5M
|
-$4.23M
|
6
|
10.64%
|
Reduced
|
|
|
1978
|
Rockline Wealth Management
Plainview,
New York
|
$60.3M
|
-$114K
|
7
|
13.11%
|
Reduced
|
|
|
1979
|
Himension Capital (Singapore)
Singapore
|
$60.3M
|
-$379M
|
2
|
4.63%
|
Reduced
|
|
|
1980
|
Mengis Capital Management
Portland,
Oregon
|
$60.3M
|
+$1.13M
|
6
|
10.38%
|
Increased
|
|
|
1981
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$60.3M
|
-$2.14M
|
6
|
14.16%
|
Reduced
|
|
|
1982
|
Managed Asset Portfolios
Rochester,
Michigan
|
$60.2M
|
-$3.75M
|
2
|
7.22%
|
Reduced
|
|
|
1983
|
Strategic Blueprint
Atlanta,
Georgia
|
$60.2M
|
+$978K
|
8
|
3.5%
|
Increased
|
|
|
1984
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$60M
|
+$1000K
|
8
|
12.02%
|
Increased
|
|
|
1985
|
Bellevue Asset Management
Bellevue,
Washington
|
$60M
|
-$1.03M
|
8
|
30.02%
|
Reduced
|
|
|
1986
|
|
$59.9M
|
+$4.85M
|
4
|
48.57%
|
Increased
|
|
|
1987
|
Koshinski Asset Management
Decatur,
Illinois
|
$59.9M
|
+$1.32M
|
10
|
3.73%
|
Increased
|
|
|
1988
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$59.8M
|
+$4.57M
|
9
|
7.06%
|
Increased
|
|
|
1989
|
Portolan Capital Management
Boston,
Massachusetts
|
$59.7M
|
-$11.3M
|
3
|
3.18%
|
Reduced
|
|
|
1990
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$59.6M
|
+$926K
|
8
|
5.64%
|
Increased
|
|
|
1991
|
McIlrath & Eck
Arlington,
Washington
|
$59.6M
|
+$7.54M
|
12
|
4.42%
|
Increased
|
|
|
1992
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$59.6M
|
+$7.95M
|
6
|
2.31%
|
Increased
|
|
|
1993
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$59.6M
|
-$124K
|
6
|
7.46%
|
Reduced
|
|
|
1994
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$59.5M
|
-$12.6M
|
3
|
7.56%
|
Reduced
|
|
|
1995
|
SimplyRich
Carlsbad,
California
|
$59.5M
|
+$9.7K
|
8
|
15.22%
|
Increased
|
|
|
1996
|
Ceredex Value Advisors
Orlando,
Florida
|
$59.5M
|
+$9.7M
|
2
|
1.87%
|
Increased
|
|
|
1997
|
Symphony Financial
Houston,
Texas
|
$59.4M
|
+$3.96M
|
7
|
7.86%
|
Increased
|
|
|
1998
|
Claro Advisors
Boston,
Massachusetts
|
$59.3M
|
+$12.3M
|
8
|
7.14%
|
Increased
|
|
|
1999
|
Knuff & Co
Foster City,
California
|
$59.3M
|
+$500K
|
8
|
17.86%
|
Increased
|
|
|
2000
|
WS Management
Jacksonville,
Florida
|
$59M
|
-$1.1M
|
2
|
5.21%
|
Reduced
|
|