|
1976
|
|
$6.1M
|
+$5.51M
|
1
|
0.32%
|
New
|
|
|
1977
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$6.1M
|
-$155K
|
3
|
1.06%
|
Reduced
|
|
|
1978
|
Garde Capital
Seattle,
Washington
|
$6.09M
|
-$253K
|
3
|
0.27%
|
Reduced
|
|
|
1979
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.09M
|
-$1.31M
|
3
|
0.36%
|
Reduced
|
|
|
1980
|
Leuthold Group
Minneapolis,
Minnesota
|
$6.07M
|
+$319K
|
3
|
0.61%
|
Increased
|
|
|
1981
|
Miller Capital Partners
Troy,
Michigan
|
$6.07M
|
+$98.9K
|
6
|
2.36%
|
Increased
|
|
|
1982
|
Kerrisdale Advisers
Miami,
Florida
|
$6.06M
|
-$739K
|
3
|
1.52%
|
Reduced
|
|
|
1983
|
Elyxium Wealth
San Mateo,
California
|
$6.06M
|
+$3.03M
|
3
|
0.64%
|
Increased
|
|
|
1984
|
Iron Gate Global Advisors
Nsl,
Utah
|
$6.06M
|
+$12.7K
|
3
|
0.59%
|
Increased
|
|
|
1985
|
Melqart Asset Management
London,
United Kingdom
|
$6.06M
|
+$4.86M
|
1
|
0.58%
|
New
|
|
|
1986
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$6.05M
|
-$20.8K
|
5
|
0.2%
|
Reduced
|
|
|
1987
|
Palumbo Wealth Management
Great Neck,
New York
|
$6.04M
|
+$1.51M
|
6
|
1.26%
|
Increased
|
|
|
1988
|
Maytree Asset Management
Hong Kong
|
$6.02M
|
+$5.51M
|
2
|
3.91%
|
New
|
|
|
1989
|
Aire Advisors
Beverly Hills,
California
|
$6.01M
|
-$95.1K
|
3
|
0.98%
|
Reduced
|
|
|
1990
|
Elwood Capital Partners
New York
|
$5.99M
|
-$1.2M
|
1
|
2.95%
|
Reduced
|
|
|
1991
|
Maplelane Capital
New York
|
$5.99M
|
+$4.81M
|
1
|
0.11%
|
New
|
|
|
1992
|
Continuum Advisory
Eagle,
Idaho
|
$5.99M
|
+$505K
|
18
|
0.48%
|
Increased
|
|
|
1993
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$5.99M
|
+$479K
|
5
|
0.52%
|
Increased
|
|
|
1994
|
Atom Investors
Austin,
Texas
|
$5.99M
|
-$8.82M
|
7
|
0.53%
|
Reduced
|
|
|
1995
|
Segment Wealth Management
Houston,
Texas
|
$5.99M
|
+$298K
|
3
|
0.31%
|
Increased
|
|
|
1996
|
Aureus Asset Management
Boston,
Massachusetts
|
$5.98M
|
+$2.27M
|
6
|
0.36%
|
Increased
|
|
|
1997
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$5.97M
|
+$77.6K
|
3
|
0.78%
|
Increased
|
|
|
1998
|
Semus Wealth Partners
Boca Raton,
Florida
|
$5.97M
|
-$14.1K
|
2
|
2.89%
|
Reduced
|
|
|
1999
|
Liberty Wealth Management
Oakland,
California
|
$5.96M
|
$0
|
3
|
0.75%
|
Maintained
|
|
|
2000
|
Banco de Sabadell
Miami,
Florida
|
$5.96M
|
+$42.3K
|
1
|
3.5%
|
Increased
|
|