|
1976
|
RVW Wealth
Los Angeles,
California
|
$1.28B
|
-$25.6M
|
-2%
|
2.08%
|
59.3%
|
193
|
15.03%
|
|
|
1977
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$1.28B
|
-$174M
|
-12%
|
1.75%
|
155%
|
574
|
51.39%
|
|
|
1978
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.28B
|
+$125M
|
+11%
|
3.77%
|
117%
|
470
|
26.38%
|
|
|
1979
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.28B
|
-$49.4M
|
-4%
|
1.1%
|
103%
|
325
|
7.38%
|
|
|
1980
|
Sovran Advisors
San Diego,
California
|
$1.27B
|
+$97.5M
|
+8%
|
1.69%
|
–
|
618
|
17.31%
|
|
|
1981
|
Fort Baker Capital Management
Larkspur,
California
|
$1.27B
|
+$358M
|
+39%
|
4.15%
|
41%
|
166
|
59.04%
|
|
|
1982
|
Cozad Asset Management
Champaign,
Illinois
|
$1.27B
|
-$16.9M
|
-1%
|
0.54%
|
94%
|
441
|
8.84%
|
|
|
1983
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.27B
|
-$17.5M
|
-1%
|
0.61%
|
88.5%
|
179
|
7.26%
|
|
|
1984
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.27B
|
-$61.3M
|
-5%
|
0.73%
|
90.8%
|
1,375
|
20.87%
|
|
|
1985
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.27B
|
+$20M
|
+2%
|
2.55%
|
81.6%
|
295
|
12.88%
|
|
|
1986
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.27B
|
+$52.1M
|
+4%
|
0.39%
|
57.8%
|
180
|
13.33%
|
|
|
1987
|
P/E Global LLC
Boston,
Massachusetts
|
$1.27B
|
-$119M
|
-9%
|
3.88%
|
40.8%
|
7
|
28.57%
|
|
|
1988
|
PPSC Investment Service
Tokyo,
Japan
|
$1.27B
|
-$71.9M
|
-5%
|
6.6%
|
161%
|
8
|
0%
|
|
|
1989
|
Teilinger Capital
Houston,
Texas
|
$1.27B
|
-$661M
|
-34%
|
7.13%
|
35.7%
|
18
|
50%
|
|
|
1990
|
CGN Advisors
Manhattan,
Kansas
|
$1.27B
|
+$3.85M
|
+0.3%
|
0.71%
|
44.2%
|
326
|
6.75%
|
|
|
1991
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.27B
|
-$33.4M
|
-3%
|
0.17%
|
90.5%
|
183
|
13.66%
|
|
|
1992
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.26B
|
-$72.7M
|
-5%
|
2.18%
|
65.7%
|
207
|
11.59%
|
|
|
1993
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.26B
|
+$209M
|
+20%
|
1.06%
|
–
|
526
|
21.67%
|
|
|
1994
|
Tweedy, Browne Co
Stamford,
Connecticut
|
$1.26B
|
+$20.3M
|
+2%
|
4.5%
|
71.5%
|
102
|
14.71%
|
|
|
1995
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$1.26B
|
-$62.4M
|
-5%
|
1.68%
|
75.5%
|
170
|
11.18%
|
|
|
1996
|
United Asset Strategies
Garden City,
New York
|
$1.26B
|
-$38.6M
|
-3%
|
1.29%
|
94.6%
|
279
|
13.98%
|
|
|
1997
|
Harvey Partners
Tarrytown,
New York
|
$1.26B
|
+$128M
|
+11%
|
13.8%
|
124%
|
51
|
21.57%
|
|
|
1998
|
Dorsey Asset Management
Chicago,
Illinois
|
$1.26B
|
+$105M
|
+9%
|
5.76%
|
92.5%
|
14
|
50%
|
|
|
1999
|
Tompkins Financial
Ithaca,
New York
|
$1.26B
|
-$30.3M
|
-2%
|
0.6%
|
74.1%
|
683
|
24.16%
|
|
|
2000
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.26B
|
-$13.2M
|
-1%
|
2.9%
|
68.4%
|
560
|
17.5%
|
|