|
1976
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.47M
|
+$15.2K
|
1
|
0.57%
|
Increased
|
|
|
1977
|
Achievement Holdings
Chicago,
Illinois
|
$1.47M
|
+$60.4K
|
1
|
0.05%
|
Increased
|
|
|
1978
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$1.47M
|
-$37.2K
|
1
|
0.9%
|
Reduced
|
|
|
1979
|
Tortoise Investment Management
White Plains,
New York
|
$1.46M
|
+$82.4K
|
1
|
0.56%
|
Increased
|
|
|
1980
|
Aspiriant LLC
Los Angeles,
California
|
$1.46M
|
-$47.3K
|
1
|
0.19%
|
Reduced
|
|
|
1981
|
MV Capital Management
Bethesda,
Maryland
|
$1.45M
|
+$18.9K
|
1
|
0.61%
|
Increased
|
|
|
1982
|
|
$1.45M
|
-$53.1K
|
1
|
0.31%
|
Reduced
|
|
|
1983
|
MCF Advisors
Covington,
Kentucky
|
$1.44M
|
-$16.9K
|
2
|
0.36%
|
Reduced
|
|
|
1984
|
Texas Capital Bancshares
Dallas,
Texas
|
$1.44M
|
-$15.2K
|
1
|
0.8%
|
Reduced
|
|
|
1985
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$1.43M
|
-$1.79M
|
1
|
0.97%
|
Reduced
|
|
|
1986
|
Elkhorn Partners
Omaha,
Nebraska
|
$1.43M
|
+$24.2K
|
1
|
0.81%
|
Increased
|
|
|
1987
|
Tiedemann Trust
Wilmington,
Delaware
|
$1.41M
|
+$38.5K
|
1
|
0.13%
|
Increased
|
|
|
1988
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.41M
|
-$548K
|
2
|
0.05%
|
Reduced
|
|
|
1989
|
Montag & Caldwell
Atlanta,
Georgia
|
$1.41M
|
+$11.4K
|
1
|
0.02%
|
Increased
|
|
|
1990
|
Nicholas Company
Milwaukee,
Wisconsin
|
$1.4M
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1991
|
Mork Capital Management
Healdsburg,
California
|
$1.39M
|
$0
|
1
|
1.61%
|
Maintained
|
|
|
1992
|
Ninety One North America
New York
|
$1.39M
|
+$814K
|
2
|
0.43%
|
Increased
|
|
|
1993
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$1.39M
|
+$1.5M
|
1
|
0.28%
|
New
|
|
|
1994
|
Biltmore Wealth Management
Tempe,
Arizona
|
$1.38M
|
+$2.05K
|
1
|
1.16%
|
Increased
|
|
|
1995
|
|
$1.37M
|
-$187M
|
1
|
0.09%
|
Reduced
|
|
|
1996
|
Perella Weinberg Partners Capital Management
New York
|
$1.36M
|
+$1.32M
|
1
|
1.3%
|
New
|
|
|
1997
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$1.36M
|
$0
|
2
|
0.79%
|
Maintained
|
|
|
1998
|
FourPoints Investment Managers
Paris,
France
|
$1.33M
|
-$327K
|
1
|
0.28%
|
Reduced
|
|
|
1999
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.33M
|
+$129K
|
1
|
0.12%
|
Increased
|
|
|
2000
|
Zevin Asset Management
Boston,
Massachusetts
|
$1.33M
|
+$44K
|
1
|
0.37%
|
Increased
|
|