|
1976
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$471M
|
-$11.4M
|
-2%
|
8.67%
|
64%
|
463
|
25.7%
|
|
|
1977
|
SigFig Wealth Management
San Francisco,
California
|
$470M
|
-$13.6M
|
-3%
|
9.39%
|
43.3%
|
47
|
8.51%
|
|
|
1978
|
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
|
$470M
|
–
|
–
|
2.11%
|
269%
|
1
|
–
|
|
|
1979
|
Bruce & Co
Chicago,
Illinois
|
$470M
|
-$46.4M
|
-9%
|
6.38%
|
65.7%
|
50
|
20%
|
|
|
1980
|
PM Capital
Sydney,
Australia
|
$469M
|
-$115M
|
-20%
|
16.8%
|
105%
|
26
|
23.08%
|
|
|
1981
|
Myriad Asset Management
North Point,
Hong Kong
|
$469M
|
-$224M
|
-32%
|
0.72%
|
149%
|
101
|
57.43%
|
|
|
1982
|
Atalan Capital Partners
New York
|
$469M
|
+$48.4M
|
+12%
|
19.2%
|
185%
|
11
|
18.18%
|
|
|
1983
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$469M
|
+$6.3M
|
+1%
|
12.3%
|
51.2%
|
170
|
24.12%
|
|
|
1984
|
Richard C. Young & Co
Newport,
Rhode Island
|
$468M
|
-$57.3M
|
-11%
|
9.24%
|
80.3%
|
72
|
19.44%
|
|
|
1985
|
Callahan Advisors
Houston,
Texas
|
$468M
|
-$70.6M
|
-13%
|
10.7%
|
75.6%
|
142
|
10.56%
|
|
|
1986
|
Global Endowment Management
Charlotte,
North Carolina
|
$468M
|
-$286M
|
-38%
|
12.4%
|
35.8%
|
246
|
48.37%
|
|
|
1987
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$468M
|
-$18M
|
-4%
|
9.3%
|
33.6%
|
78
|
11.54%
|
|
|
1988
|
Glynn Capital Management
Menlo Park,
California
|
$468M
|
-$29.3M
|
-6%
|
14.2%
|
126%
|
44
|
9.09%
|
|
|
1989
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$466M
|
-$85.3M
|
-15%
|
14.5%
|
60%
|
43
|
4.65%
|
|
|
1990
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$465M
|
-$112M
|
-19%
|
7.78%
|
67.4%
|
46
|
8.7%
|
|
|
1991
|
Opus Investment Management
Worcester,
Massachusetts
|
$465M
|
-$110M
|
-19%
|
8.71%
|
44.3%
|
90
|
5.56%
|
|
|
1992
|
Barber Financial Group
Lenexa,
Kansas
|
$465M
|
+$48.7M
|
+12%
|
8.63%
|
39%
|
151
|
25.17%
|
|
|
1993
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$465M
|
-$69.7M
|
-13%
|
8.23%
|
56.2%
|
96
|
7.29%
|
|
|
1994
|
Prana Capital Management
Greenwich,
Connecticut
|
$465M
|
+$2.9M
|
+0.6%
|
15.6%
|
32.3%
|
59
|
67.8%
|
|
|
1995
|
Private Capital Group
West Hartford,
Connecticut
|
$464M
|
-$35.5M
|
-7%
|
12.4%
|
30.1%
|
2,557
|
14.43%
|
|
|
1996
|
CNA Financial
Chicago,
Illinois
|
$463M
|
-$20.6M
|
-4%
|
15.9%
|
50.5%
|
194
|
12.89%
|
|
|
1997
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$463M
|
-$79.9M
|
-15%
|
14.5%
|
186%
|
79
|
10.13%
|
|
|
1998
|
Merriman Wealth Management
Seattle,
Washington
|
$463M
|
-$5.81M
|
-1%
|
9.46%
|
18.3%
|
223
|
46.64%
|
|
|
1999
|
Foundation Resource Management
Little Rock,
Arkansas
|
$463M
|
-$54.3M
|
-11%
|
9.36%
|
67.8%
|
60
|
8.33%
|
|
|
2000
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$463M
|
-$145M
|
-24%
|
13.3%
|
58.9%
|
140
|
10.71%
|
|