|
1976
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$856M
|
+$80.9M
|
+10%
|
4.28%
|
32.4%
|
504
|
37.9%
|
|
|
1977
|
Broad Bay Capital Management
New York
|
$856M
|
-$34.5M
|
-4%
|
3.52%
|
338%
|
26
|
57.69%
|
|
|
1978
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$855M
|
+$95.2M
|
+13%
|
4.79%
|
54.9%
|
156
|
17.31%
|
|
|
1979
|
Principle Wealth Partners
Madison,
Connecticut
|
$855M
|
+$96.2M
|
+13%
|
7.65%
|
79.9%
|
292
|
8.9%
|
|
|
1980
|
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
$855M
|
+$39.3M
|
+5%
|
16.3%
|
80.4%
|
35
|
2.86%
|
|
|
1981
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$855M
|
+$66M
|
+8%
|
2.47%
|
65.9%
|
130
|
11.54%
|
|
|
1982
|
Focus Financial Network
Minneapolis,
Minnesota
|
$855M
|
-$274M
|
-24%
|
3.97%
|
95.5%
|
571
|
56.04%
|
|
|
1983
|
|
$854M
|
+$24.8M
|
+3%
|
9.01%
|
–
|
718
|
69.64%
|
|
|
1984
|
Global Retirement Partners
San Rafael,
California
|
$854M
|
+$56.1M
|
+7%
|
4.96%
|
–
|
1,961
|
17.34%
|
|
|
1985
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$853M
|
+$88.2M
|
+12%
|
3.74%
|
61.1%
|
217
|
18.89%
|
|
|
1986
|
Executive Wealth Management
Brighton,
Michigan
|
$852M
|
+$38.4M
|
+5%
|
3.25%
|
18.4%
|
200
|
18.5%
|
|
|
1987
|
Endurance Wealth Management
Providence,
Rhode Island
|
$850M
|
+$58.1M
|
+7%
|
6.59%
|
59%
|
694
|
13.83%
|
|
|
1988
|
Autus Asset Management
Scottsdale,
Arizona
|
$849M
|
+$73.6M
|
+9%
|
2.13%
|
26.3%
|
169
|
11.83%
|
|
|
1989
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$849M
|
+$144M
|
+20%
|
4.34%
|
78.5%
|
383
|
33.68%
|
|
|
1990
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$848M
|
+$138M
|
+19%
|
6.54%
|
38.3%
|
1,298
|
33.44%
|
|
|
1991
|
Zazove Associates
Incline Village,
Nevada
|
$848M
|
+$32.8M
|
+4%
|
2.97%
|
11%
|
124
|
15.32%
|
|
|
1992
|
Main Management ETF Advisors
San Francisco,
California
|
$847M
|
+$208M
|
+32%
|
10.3%
|
97.2%
|
26
|
46.15%
|
|
|
1993
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$846M
|
+$49M
|
+6%
|
4.54%
|
69.8%
|
488
|
20.9%
|
|
|
1994
|
Trek Financial
Scottsdale,
Arizona
|
$844M
|
+$70.5M
|
+9%
|
5.22%
|
144%
|
274
|
49.27%
|
|
|
1995
|
Condor Capital Management
Martinsville,
New Jersey
|
$842M
|
+$52.1M
|
+7%
|
5.99%
|
58.2%
|
285
|
36.14%
|
|
|
1996
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$842M
|
+$46.5M
|
+6%
|
3.12%
|
85.9%
|
645
|
16.28%
|
|
|
1997
|
First Interstate Bancsystem
Billings,
Montana
|
$841M
|
–
|
–
|
4.15%
|
–
|
104
|
–
|
|
|
1998
|
Vicus Capital
State College,
Pennsylvania
|
$841M
|
+$29.5M
|
+4%
|
5.85%
|
59.6%
|
253
|
18.18%
|
|
|
1999
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$839M
|
+$59.6M
|
+8%
|
10.6%
|
68.8%
|
72
|
13.89%
|
|
|
2000
|
Anson Funds Management
Dallas,
Texas
|
$839M
|
+$341M
|
+69%
|
3.19%
|
2,010%
|
369
|
87.53%
|
|