|
1976
|
Asset Advisors Corp
Augusta,
Georgia
|
$575M
|
-$19.7M
|
-3%
|
2.29%
|
41.4%
|
176
|
13.64%
|
|
|
1977
|
First Merchants Corp
Muncie,
Indiana
|
$575M
|
-$21M
|
-4%
|
3.51%
|
49.9%
|
214
|
9.81%
|
|
|
1978
|
Summit Equities
Parsippany,
New Jersey
|
$575M
|
-$681K
|
-0.1%
|
1.71%
|
40.7%
|
41
|
12.2%
|
|
|
1979
|
|
$575M
|
-$127M
|
-18%
|
18.1%
|
54.9%
|
1
|
0%
|
|
|
1980
|
Corient Capital Partners
Newport Beach,
California
|
$573M
|
+$31M
|
+6%
|
2.3%
|
39.2%
|
267
|
9.36%
|
|
|
1981
|
Bain Capital Credit
Boston,
Massachusetts
|
$573M
|
+$507M
|
+764%
|
50.8%
|
14.4%
|
19
|
63.16%
|
|
|
1982
|
American Assets Investment Management
San Diego,
California
|
$572M
|
+$45.9M
|
+9%
|
5.04%
|
507%
|
180
|
7.22%
|
|
|
1983
|
Crawford Lake Capital Management
Lakewood,
New Jersey
|
$572M
|
+$103M
|
+22%
|
14%
|
571%
|
133
|
88.72%
|
|
|
1984
|
Capital International
Los Angeles,
California
|
$572M
|
+$13.6M
|
+2%
|
4.95%
|
147%
|
181
|
7.73%
|
|
|
1985
|
Autus Asset Management
Scottsdale,
Arizona
|
$571M
|
+$18.1M
|
+3%
|
3.41%
|
26.3%
|
157
|
7.01%
|
|
|
1986
|
Evensky & Katz
Coral Gables,
Florida
|
$571M
|
-$8.97M
|
-2%
|
3%
|
57.1%
|
66
|
9.09%
|
|
|
1987
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$569M
|
+$34.9M
|
+7%
|
2.63%
|
73.4%
|
450
|
20%
|
|
|
1988
|
|
$568M
|
+$38.9M
|
+7%
|
0.82%
|
156%
|
157
|
20.38%
|
|
|
1989
|
Park Avenue Securities
New York
|
$568M
|
+$117M
|
+26%
|
0.34%
|
71%
|
203
|
19.7%
|
|
|
1990
|
Pensionfund DSM Netherlands
Sittard,
Netherlands
|
$567M
|
+$10.9M
|
+2%
|
5.16%
|
36.6%
|
231
|
22.08%
|
|
|
1991
|
Signet Financial Management
Parsippany,
New Jersey
|
$567M
|
+$11M
|
+2%
|
0.86%
|
65.2%
|
1,189
|
34.99%
|
|
|
1992
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$565M
|
-$70.1M
|
-11%
|
0.3%
|
198%
|
191
|
14.66%
|
|
|
1993
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$565M
|
-$1.06B
|
-65%
|
2.06%
|
39.5%
|
345
|
64.35%
|
|
|
1994
|
Planning Alternatives
Birmingham,
Michigan
|
$562M
|
+$12.3M
|
+2%
|
0.91%
|
69.6%
|
51
|
29.41%
|
|
|
1995
|
Blackhill Capital
Morristown,
New Jersey
|
$562M
|
+$25.5M
|
+5%
|
8.46%
|
212%
|
76
|
5.26%
|
|
|
1996
|
Acuta Capital Partners
Redwood City,
California
|
$562M
|
-$50.5M
|
-8%
|
24.8%
|
7,269%
|
88
|
67.05%
|
|
|
1997
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$560M
|
-$1.32M
|
-0.2%
|
3.65%
|
127%
|
543
|
21.55%
|
|
|
1998
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$560M
|
+$47.8M
|
+9%
|
1.25%
|
31.3%
|
1,619
|
28.6%
|
|
|
1999
|
White Mountains Advisors
Guilford,
Connecticut
|
$559M
|
-$33.3M
|
-6%
|
3.07%
|
33.4%
|
3
|
0%
|
|
|
2000
|
NBT Bank
Norwich,
New York
|
$559M
|
-$52.4M
|
-9%
|
2.54%
|
68.2%
|
197
|
9.64%
|
|