|
1976
|
Baystate Wealth Management
Boston,
Massachusetts
|
$566M
|
-$108M
|
-16%
|
3.92%
|
14.6%
|
719
|
8.76%
|
|
|
1977
|
Signature Financial Management
Norfolk,
Virginia
|
$566M
|
+$93.1M
|
+20%
|
5.37%
|
20.8%
|
172
|
10.47%
|
|
|
1978
|
Silver Rock Financial
Los Angeles,
California
|
$565M
|
+$110M
|
+24%
|
4.26%
|
6.77%
|
34
|
17.65%
|
|
|
1979
|
Venturi Wealth Management
Austin,
Texas
|
$565M
|
+$28.6M
|
+5%
|
6.69%
|
101%
|
176
|
11.36%
|
|
|
1980
|
Empirical Wealth Management
Seattle,
Washington
|
$564M
|
+$30.1M
|
+6%
|
2.03%
|
78.8%
|
225
|
22.67%
|
|
|
1981
|
Raging Capital Management
Rocky Hill,
New Jersey
|
$564M
|
-$102M
|
-15%
|
4.07%
|
6.41%
|
31
|
32.26%
|
|
|
1982
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$564M
|
+$34.3M
|
+6%
|
7.68%
|
25.7%
|
982
|
73.22%
|
|
|
1983
|
Brouwer & Janachowski
Mill Valley,
California
|
$563M
|
+$41.6M
|
+8%
|
4.34%
|
41.8%
|
53
|
9.43%
|
|
|
1984
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$563M
|
+$37.4M
|
+7%
|
8.21%
|
55.1%
|
155
|
5.81%
|
|
|
1985
|
Lonestar Capital Management
San Francisco,
California
|
$563M
|
+$261M
|
+86%
|
1.34%
|
237%
|
23
|
26.09%
|
|
|
1986
|
Halsey Associates
New Haven,
Connecticut
|
$562M
|
+$47.4M
|
+9%
|
9.21%
|
63.8%
|
97
|
9.28%
|
|
|
1987
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$562M
|
+$25.8M
|
+5%
|
5.6%
|
46.8%
|
158
|
8.23%
|
|
|
1988
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$562M
|
+$40.9M
|
+8%
|
7.94%
|
–
|
356
|
12.36%
|
|
|
1989
|
Thompson Investment Management
Madison,
Wisconsin
|
$561M
|
+$13.1M
|
+2%
|
4.35%
|
83.5%
|
186
|
9.14%
|
|
|
1990
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$560M
|
+$31.3M
|
+6%
|
8.27%
|
64.3%
|
163
|
6.13%
|
|
|
1991
|
Prime Capital Management
Hong Kong
|
$559M
|
-$45.3M
|
-7%
|
6.48%
|
401%
|
4
|
0%
|
|
|
1992
|
Investure LLC
Charlottesville,
Virginia
|
$559M
|
-$288M
|
-34%
|
2.15%
|
46.1%
|
15
|
0%
|
|
|
1993
|
Atika Capital Management
New York
|
$558M
|
+$37.6M
|
+7%
|
23.5%
|
553%
|
112
|
45.54%
|
|
|
1994
|
Savant Capital
Rockford,
Illinois
|
$557M
|
+$88.7M
|
+19%
|
5.43%
|
51.8%
|
308
|
8.77%
|
|
|
1995
|
Centenus Global Management
New York
|
$557M
|
+$21.4M
|
+4%
|
2.85%
|
–
|
168
|
69.05%
|
|
|
1996
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$555M
|
+$74.8M
|
+16%
|
6.69%
|
99.5%
|
424
|
24.06%
|
|
|
1997
|
Guinness Asset Management
London,
United Kingdom
|
$553M
|
+$42.8M
|
+8%
|
3.29%
|
57.8%
|
103
|
4.85%
|
|
|
1998
|
One Capital Management
Westlake Village,
California
|
$553M
|
+$25M
|
+5%
|
3.11%
|
44.2%
|
177
|
9.04%
|
|
|
1999
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$553M
|
+$48.9M
|
+10%
|
6.04%
|
70.7%
|
102
|
18.63%
|
|
|
2000
|
Estate Counselors
Thiensville,
Wisconsin
|
$553M
|
+$25M
|
+5%
|
2.91%
|
52.1%
|
70
|
18.57%
|
|