|
1976
|
ShawSpring Partners
Boston,
Massachusetts
|
$53.7M
|
-$10.3M
|
2
|
23.13%
|
Reduced
|
|
|
1977
|
King Wealth Management Group
Naples,
Florida
|
$53.6M
|
+$711K
|
5
|
5.86%
|
Increased
|
|
|
1978
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$53.6M
|
-$1.29M
|
4
|
7.06%
|
Reduced
|
|
|
1979
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$53.5M
|
-$1.14M
|
4
|
9.03%
|
Reduced
|
|
|
1980
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$53.5M
|
+$2.73M
|
3
|
12.72%
|
Increased
|
|
|
1981
|
Quantum Private Wealth
Tampa,
Florida
|
$53.4M
|
-$4.69M
|
5
|
13.69%
|
Reduced
|
|
|
1982
|
Bell Asset Management
Melbourne,
Australia
|
$53.4M
|
+$4.38M
|
4
|
14.27%
|
Increased
|
|
|
1983
|
American Financial Group
Cincinnati,
Ohio
|
$53.4M
|
+$2.62M
|
6
|
18.83%
|
Increased
|
|
|
1984
|
Goelzer Investment Management
Carmel,
Indiana
|
$53.3M
|
-$4.81M
|
6
|
2.32%
|
Reduced
|
|
|
1985
|
Stonebridge Financial Group
San Rafael,
California
|
$53.3M
|
+$55.4M
|
7
|
7.38%
|
New
|
|
|
1986
|
Interval Partners
New York
|
$53.1M
|
-$20.1M
|
1
|
1.37%
|
Reduced
|
|
|
1987
|
Confluence Investment Management
St. Louis,
Missouri
|
$53.1M
|
-$21.5M
|
4
|
0.83%
|
Reduced
|
|
|
1988
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$53M
|
-$866K
|
6
|
4.36%
|
Reduced
|
|
|
1989
|
Asio Capital
Lexington,
Kentucky
|
$53M
|
-$2.45M
|
4
|
6.79%
|
Reduced
|
|
|
1990
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$52.9M
|
-$993K
|
4
|
10.61%
|
Reduced
|
|
|
1991
|
FAS Wealth Partners
Leawood,
Kansas
|
$52.9M
|
+$1.84M
|
5
|
2.75%
|
Increased
|
|
|
1992
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$52.8M
|
+$2.19M
|
4
|
2.51%
|
Increased
|
|
|
1993
|
|
$52.8M
|
-$24.3M
|
3
|
20.69%
|
Reduced
|
|
|
1994
|
Marble Bar Asset Management LLP
London,
|
$52.8M
|
+$39.6M
|
5
|
36.62%
|
Increased
|
|
|
1995
|
Peak Asset Management
Louisville,
Colorado
|
$52.8M
|
+$1.76M
|
4
|
7.76%
|
Increased
|
|
|
1996
|
Fulcrum Asset Management
London,
United Kingdom
|
$52.8M
|
-$13M
|
19
|
5.26%
|
Reduced
|
|
|
1997
|
Hudson Way Capital Management
Dallas,
Texas
|
$52.7M
|
-$19.7M
|
1
|
4.7%
|
Reduced
|
|
|
1998
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$52.6M
|
-$222K
|
4
|
10.04%
|
Reduced
|
|
|
1999
|
Strategic Blueprint
Atlanta,
Georgia
|
$52.6M
|
-$1.39M
|
6
|
2.63%
|
Reduced
|
|
|
2000
|
Xcel Wealth Management
Holly Hill,
Florida
|
$52.6M
|
-$2.6M
|
5
|
12.55%
|
Reduced
|
|