|
1976
|
Opti Capital Management
New York
|
$585M
|
+$97.2M
|
+20%
|
0%
|
0.02%
|
31
|
0%
|
|
|
1977
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$584M
|
+$126M
|
+28%
|
18.3%
|
93%
|
293
|
19.11%
|
|
|
1978
|
Adell Harriman & Carpenter
Houston,
Texas
|
$584M
|
+$112M
|
+24%
|
23.7%
|
128%
|
132
|
8.33%
|
|
|
1979
|
|
$584M
|
+$80.1M
|
+16%
|
21.9%
|
73.3%
|
20
|
0%
|
|
|
1980
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$584M
|
+$95.7M
|
+20%
|
14.7%
|
27.9%
|
1,146
|
26.7%
|
|
|
1981
|
Transform Wealth
Greenwood Village,
Colorado
|
$584M
|
+$115M
|
+24%
|
21.5%
|
48.4%
|
242
|
22.31%
|
|
|
1982
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$583M
|
+$105M
|
+22%
|
17.8%
|
54.1%
|
116
|
11.21%
|
|
|
1983
|
Sather Financial Group
Victoria,
Texas
|
$583M
|
+$72M
|
+14%
|
18%
|
61.5%
|
61
|
36.07%
|
|
|
1984
|
Odey Asset Management Group
London,
United Kingdom
|
$582M
|
-$19.6M
|
-3%
|
31.1%
|
259%
|
115
|
50.43%
|
|
|
1985
|
Gladius Capital Management
Chicago,
Illinois
|
$579M
|
-$371M
|
-39%
|
19.7%
|
63.4%
|
127
|
93.7%
|
|
|
1986
|
|
$579M
|
+$56.2M
|
+11%
|
14.4%
|
23.6%
|
190
|
18.42%
|
|
|
1987
|
SeaCrest Wealth Management
Purchase,
New York
|
$579M
|
+$113M
|
+24%
|
23.6%
|
142%
|
590
|
20.17%
|
|
|
1988
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$578M
|
+$134M
|
+30%
|
18.1%
|
28.3%
|
1,000
|
18.4%
|
|
|
1989
|
Resource Management
Metairie,
Louisiana
|
$578M
|
+$105M
|
+22%
|
21.1%
|
82.7%
|
156
|
21.15%
|
|
|
1990
|
Narwhal Capital Management
Marietta,
Georgia
|
$577M
|
+$113M
|
+24%
|
22.8%
|
93.8%
|
146
|
18.49%
|
|
|
1991
|
Arete Wealth Advisors
Chicago,
Illinois
|
$577M
|
+$69.1M
|
+14%
|
18.7%
|
63.9%
|
412
|
27.67%
|
|
|
1992
|
Newfoundland Capital Management
Sao Paulo,
Brazil
|
$576M
|
+$113M
|
+24%
|
23.6%
|
49.5%
|
82
|
56.1%
|
|
|
1993
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$575M
|
+$67M
|
+13%
|
22.3%
|
55.1%
|
167
|
13.77%
|
|
|
1994
|
Prospector Partners
Guilford,
Connecticut
|
$575M
|
+$45.6M
|
+9%
|
15.3%
|
53.6%
|
120
|
20%
|
|
|
1995
|
Kays Financial Advisory
Atlanta,
Georgia
|
$575M
|
+$87.5M
|
+18%
|
16.6%
|
23.3%
|
96
|
10.42%
|
|
|
1996
|
London & Capital Asset Management
London,
United Kingdom
|
$575M
|
+$149M
|
+35%
|
15.2%
|
58.1%
|
110
|
30.91%
|
|
|
1997
|
Investure LLC
Charlottesville,
Virginia
|
$575M
|
+$81.1M
|
+16%
|
19.5%
|
46.1%
|
16
|
62.5%
|
|
|
1998
|
Campbell Wealth Management
Alexandria,
Virginia
|
$574M
|
+$116M
|
+25%
|
15.5%
|
11.2%
|
379
|
86.81%
|
|
|
1999
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$573M
|
+$117M
|
+26%
|
27.9%
|
107%
|
87
|
8.05%
|
|
|
2000
|
Clark Estates Inc
New York
|
$572M
|
+$80.2M
|
+16%
|
20%
|
31.4%
|
114
|
30.7%
|
|