|
1976
|
Firetrail Investments
Sydney, NSW,
Australia
|
$8.39M
|
-$136K
|
1
|
2.37%
|
Reduced
|
|
|
1977
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$8.38M
|
-$1.35M
|
21
|
0.5%
|
Reduced
|
|
|
1978
|
Eurizon SLJ Capital
London,
|
$8.38M
|
+$421K
|
6
|
3.09%
|
Increased
|
|
|
1979
|
WESPAC Advisors SoCal
Pasadena,
California
|
$8.35M
|
+$8.67M
|
2
|
1.49%
|
Increased
|
|
|
1980
|
RHL Group
Holly,
Michigan
|
$8.35M
|
+$5.72M
|
4
|
6.94%
|
Increased
|
|
|
1981
|
Triumph Capital Management
Denver,
Colorado
|
$8.33M
|
-$2.36M
|
15
|
1.51%
|
Reduced
|
|
|
1982
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$8.32M
|
-$170K
|
7
|
0.82%
|
Reduced
|
|
|
1983
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$8.29M
|
+$3.37M
|
3
|
2.46%
|
Increased
|
|
|
1984
|
New England Asset Management
Farmington,
Connecticut
|
$8.28M
|
-$2.18M
|
2
|
0.96%
|
Reduced
|
|
|
1985
|
|
$8.27M
|
-$7.99M
|
6
|
0.43%
|
Reduced
|
|
|
1986
|
Symphony Financial
Houston,
Texas
|
$8.24M
|
+$127K
|
5
|
0.9%
|
Increased
|
|
|
1987
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$8.24M
|
+$275K
|
6
|
0.08%
|
Increased
|
|
|
1988
|
P.A.W. Capital
Greenwich,
Connecticut
|
$8.24M
|
-$34.6K
|
3
|
6.31%
|
Reduced
|
|
|
1989
|
PDS Planning
Dublin,
Ohio
|
$8.24M
|
+$219K
|
5
|
0.48%
|
Increased
|
|
|
1990
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$8.22M
|
+$5.67M
|
2
|
2.57%
|
New
|
|
|
1991
|
Archon Capital Management
Seattle,
Washington
|
$8.21M
|
-$12.9M
|
2
|
3.34%
|
Reduced
|
|
|
1992
|
Fedenia Advisers
Madison,
Wisconsin
|
$8.21M
|
+$4.8M
|
8
|
1.95%
|
Increased
|
|
|
1993
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$8.21M
|
-$183K
|
6
|
3.03%
|
Reduced
|
|
|
1994
|
BOK Financial Private Wealth
Denver,
Colorado
|
$8.2M
|
-$790K
|
10
|
0.42%
|
Reduced
|
|
|
1995
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$8.2M
|
+$5.74M
|
5
|
0.43%
|
Increased
|
|
|
1996
|
Pegasus Asset Management
Montebello,
New York
|
$8.19M
|
+$396K
|
1
|
2.33%
|
Increased
|
|
|
1997
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$8.19M
|
-$96K
|
4
|
4.84%
|
Reduced
|
|
|
1998
|
Studio Investment Management
Chicago,
Illinois
|
$8.18M
|
-$1.42M
|
2
|
1.38%
|
Reduced
|
|
|
1999
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$8.17M
|
+$664K
|
2
|
3.82%
|
Increased
|
|
|
2000
|
Diametric Capital
Boston,
Massachusetts
|
$8.17M
|
+$6.06M
|
9
|
0.86%
|
Increased
|
|