|
1976
|
Fortis Capital Management
Bellevue,
Washington
|
$22.5M
|
-$1.76M
|
1
|
2.52%
|
Reduced
|
|
|
1977
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$22.5M
|
-$1.15M
|
1
|
5.79%
|
Reduced
|
|
|
1978
|
Convergence Financial
Columbia,
Missouri
|
$22.5M
|
+$11M
|
2
|
1.79%
|
Increased
|
|
|
1979
|
GFG Capital
Miami,
Florida
|
$22.4M
|
-$610K
|
1
|
6.18%
|
Reduced
|
|
|
1980
|
Chapin Davis
Baltimore,
Maryland
|
$22.4M
|
-$3.23M
|
1
|
3.95%
|
Reduced
|
|
|
1981
|
Balentine LLC
Atlanta,
Georgia
|
$22.4M
|
+$2.35M
|
1
|
0.8%
|
Increased
|
|
|
1982
|
CVFG LLC
Shelbyville,
Indiana
|
$22.4M
|
-$1.19M
|
1
|
2.36%
|
Reduced
|
|
|
1983
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$22.4M
|
+$3.17M
|
1
|
0.44%
|
Increased
|
|
|
1984
|
Udine Wealth Management
Boca Raton,
Florida
|
$22.4M
|
+$362K
|
1
|
9.21%
|
Increased
|
|
|
1985
|
New Capital Management
Houston,
Texas
|
$22.4M
|
-$32.9K
|
1
|
5.09%
|
Reduced
|
|
|
1986
|
HFR Wealth Management
Niskayuna,
New York
|
$22.3M
|
-$767K
|
1
|
5.45%
|
Reduced
|
|
|
1987
|
Act Two Investors
Santa Cruz,
California
|
$22.3M
|
-$3.15K
|
1
|
4.52%
|
Reduced
|
|
|
1988
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$22.3M
|
+$38.6K
|
1
|
2.73%
|
Increased
|
|
|
1989
|
Buck Wealth Strategies
Denver,
Colorado
|
$22.3M
|
+$106K
|
2
|
2.34%
|
Increased
|
|
|
1990
|
Formuepleje A/S
Aarhus C,
Denmark
|
$22.3M
|
+$22.1M
|
1
|
1.75%
|
New
|
|
|
1991
|
Clear Trail Advisors
Houston,
Texas
|
$22.3M
|
-$809K
|
2
|
3.4%
|
Reduced
|
|
|
1992
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$22.3M
|
-$120K
|
1
|
10.75%
|
Reduced
|
|
|
1993
|
World Equity Group
Schaumburg,
Illinois
|
$22.3M
|
-$475K
|
1
|
4.99%
|
Reduced
|
|
|
1994
|
TRB Wealth Management
Houston,
Texas
|
$22.3M
|
-$2.51M
|
1
|
2.96%
|
Reduced
|
|
|
1995
|
Alteri Wealth
Westlake Village,
California
|
$22.3M
|
+$534K
|
1
|
6.15%
|
Increased
|
|
|
1996
|
Little House Capital
Braintree,
Massachusetts
|
$22.2M
|
+$233K
|
1
|
5%
|
Increased
|
|
|
1997
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$22.2M
|
-$66.6K
|
2
|
6.86%
|
Reduced
|
|
|
1998
|
Chatham Capital Group
Savannah,
Georgia
|
$22.2M
|
-$89.2K
|
1
|
2.84%
|
Reduced
|
|
|
1999
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$22.2M
|
-$120K
|
2
|
1.35%
|
Reduced
|
|
|
2000
|
Argentarii
Cincinnati,
Ohio
|
$22.2M
|
+$312K
|
2
|
6.68%
|
Increased
|
|