|
1976
|
Cascade Financial Partners
San Diego,
California
|
$11.9M
|
+$555K
|
3
|
1.03%
|
Increased
|
|
|
1977
|
AXQ Capital
Jersey City,
New Jersey
|
$11.8M
|
-$5.62M
|
13
|
1.29%
|
Reduced
|
|
|
1978
|
Patten Group
Chattanooga,
Tennessee
|
$11.8M
|
+$1.88M
|
9
|
1.84%
|
Increased
|
|
|
1979
|
Seaview Investment Managers
Miami,
Florida
|
$11.8M
|
+$8.5M
|
2
|
3.53%
|
Increased
|
|
|
1980
|
Chicago Wealth Management
Chicago,
Illinois
|
$11.8M
|
+$303K
|
1
|
4.2%
|
Increased
|
|
|
1981
|
SeaCrest Wealth Management
Purchase,
New York
|
$11.8M
|
-$2.69M
|
8
|
1.31%
|
Reduced
|
|
|
1982
|
Expect Equity LLC
Pikesville,
Maryland
|
$11.8M
|
+$531K
|
5
|
7.58%
|
Increased
|
|
|
1983
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$11.8M
|
+$480K
|
6
|
2.74%
|
Increased
|
|
|
1984
|
Havemeyer Place
Greenwich,
Connecticut
|
$11.7M
|
-$18.7M
|
9
|
1.16%
|
Reduced
|
|
|
1985
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$11.7M
|
-$48.4K
|
6
|
0.69%
|
Reduced
|
|
|
1986
|
Rock Point Advisors
Burlington,
Vermont
|
$11.7M
|
+$898K
|
2
|
2.86%
|
Increased
|
|
|
1987
|
Laurel Wealth Planning
Edina,
Minnesota
|
$11.7M
|
-$201K
|
2
|
5.18%
|
Reduced
|
|
|
1988
|
Nemes Rush Group
Novi,
Michigan
|
$11.7M
|
+$67.7K
|
16
|
0.97%
|
Increased
|
|
|
1989
|
Westport Asset Management
Southport,
Connecticut
|
$11.7M
|
-$147K
|
4
|
4.78%
|
Reduced
|
|
|
1990
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$11.7M
|
+$5.49M
|
1
|
8.81%
|
Increased
|
|
|
1991
|
Meridian Management
Little Rock,
Arkansas
|
$11.7M
|
-$2.99M
|
2
|
2.62%
|
Reduced
|
|
|
1992
|
Prosperity Financial Group
San Ramon,
California
|
$11.7M
|
+$522K
|
8
|
3.61%
|
Increased
|
|
|
1993
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$11.7M
|
+$2.1M
|
7
|
2.78%
|
Increased
|
|
|
1994
|
Carlson Financial
Canby,
Oregon
|
$11.7M
|
-$36.5K
|
4
|
5.95%
|
Reduced
|
|
|
1995
|
Summit Global Investments
Bountiful,
Utah
|
$11.7M
|
-$2.16M
|
8
|
0.64%
|
Reduced
|
|
|
1996
|
Register Financial Advisors
Atlanta,
Georgia
|
$11.6M
|
+$478K
|
8
|
3.56%
|
Increased
|
|
|
1997
|
Group One Trading
Chicago,
Illinois
|
$11.6M
|
-$1.11M
|
29
|
0.02%
|
Reduced
|
|
|
1998
|
Millstone Evans Group
Boulder,
Colorado
|
$11.6M
|
+$10.4M
|
13
|
6.28%
|
Increased
|
|
|
1999
|
Mattern Wealth Management
Lawrence,
Kansas
|
$11.6M
|
+$2.63K
|
2
|
1.9%
|
Increased
|
|
|
2000
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$11.6M
|
+$1.25M
|
5
|
3.33%
|
Increased
|
|