|
1976
|
Iron Triangle Partners
Cos Cob,
Connecticut
|
$771M
|
+$324M
|
+72%
|
26.2%
|
152%
|
35
|
54.29%
|
|
|
1977
|
Jacobs & Co
San Francisco,
California
|
$770M
|
+$80.6M
|
+12%
|
11.7%
|
92.2%
|
119
|
9.24%
|
|
|
1978
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$769M
|
+$134M
|
+21%
|
11.6%
|
93%
|
348
|
24.43%
|
|
|
1979
|
Novare Capital Management
Charlotte,
North Carolina
|
$768M
|
+$58M
|
+8%
|
11.2%
|
65.7%
|
154
|
20.78%
|
|
|
1980
|
Washington Trust Bank
Spokane,
Washington
|
$767M
|
+$90.6M
|
+13%
|
12.6%
|
69.3%
|
194
|
17.53%
|
|
|
1981
|
Aigen Investment Management
New York
|
$766M
|
-$17.1M
|
-2%
|
24.6%
|
38.8%
|
1,206
|
69.32%
|
|
|
1982
|
Prana Capital Management
Greenwich,
Connecticut
|
$766M
|
+$190M
|
+33%
|
19.5%
|
32.3%
|
85
|
67.06%
|
|
|
1983
|
Opaleye Management
Boston,
Massachusetts
|
$766M
|
+$254M
|
+50%
|
71.9%
|
486%
|
68
|
32.35%
|
|
|
1984
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$765M
|
+$264M
|
+53%
|
12.9%
|
51.2%
|
190
|
14.74%
|
|
|
1985
|
Dorsey Asset Management
Chicago,
Illinois
|
$764M
|
+$91.3M
|
+14%
|
28.3%
|
92.5%
|
11
|
18.18%
|
|
|
1986
|
Mint Tower Capital Management
Amsterdam,
Netherlands
|
$764M
|
-$86M
|
-10%
|
0.21%
|
36%
|
429
|
66.43%
|
|
|
1987
|
RFG Advisory
Birmingham,
Alabama
|
$764M
|
+$51.3M
|
+7%
|
10.8%
|
52.3%
|
465
|
19.35%
|
|
|
1988
|
Lavaca Capital
Houston,
Texas
|
$763M
|
+$127M
|
+20%
|
12.5%
|
32%
|
128
|
30.47%
|
|
|
1989
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$763M
|
+$318M
|
+71%
|
14%
|
57.4%
|
265
|
47.92%
|
|
|
1990
|
Portfolio Solutions
Royal Oak,
Michigan
|
$763M
|
+$43.3M
|
+6%
|
16.3%
|
11.6%
|
55
|
40%
|
|
|
1991
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$762M
|
+$135M
|
+22%
|
12.4%
|
51.8%
|
517
|
2.13%
|
|
|
1992
|
Thomasville National Bank
Thomasville,
Georgia
|
$762M
|
+$96.9M
|
+15%
|
15%
|
–
|
206
|
9.22%
|
|
|
1993
|
Transcend Capital Advisors
Madison,
New Jersey
|
$761M
|
+$212M
|
+38%
|
11.2%
|
61.2%
|
405
|
40.74%
|
|
|
1994
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$760M
|
+$45.3M
|
+6%
|
12.2%
|
54.9%
|
148
|
8.11%
|
|
|
1995
|
Adell Harriman & Carpenter
Houston,
Texas
|
$759M
|
+$89.3M
|
+13%
|
12.4%
|
128%
|
155
|
10.32%
|
|
|
1996
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$759M
|
+$37.8M
|
+5%
|
6.58%
|
49.3%
|
60
|
5%
|
|
|
1997
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$759M
|
+$91M
|
+14%
|
13.3%
|
67.3%
|
149
|
6.04%
|
|
|
1998
|
Principle Wealth Partners
Madison,
Connecticut
|
$759M
|
+$400M
|
+111%
|
11.3%
|
65.9%
|
275
|
45.82%
|
|
|
1999
|
Leuthold Group
Minneapolis,
Minnesota
|
$759M
|
+$29.1M
|
+4%
|
14%
|
106%
|
198
|
29.8%
|
|
|
2000
|
Bangor Savings Bank
Bangor,
Maine
|
$759M
|
+$105M
|
+16%
|
11.4%
|
49.6%
|
181
|
6.63%
|
|