|
1976
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$904M
|
+$48.2M
|
+6%
|
7.86%
|
49.6%
|
486
|
24.28%
|
|
|
1977
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$904M
|
+$47.8M
|
+6%
|
7.3%
|
58.7%
|
94
|
3.19%
|
|
|
1978
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$903M
|
+$54.7M
|
+6%
|
5.08%
|
38.3%
|
1,247
|
13.23%
|
|
|
1979
|
Endurance Wealth Management
Providence,
Rhode Island
|
$902M
|
+$52M
|
+6%
|
6.42%
|
59%
|
667
|
5.1%
|
|
|
1980
|
Gratus Capital
Atlanta,
Georgia
|
$901M
|
+$69M
|
+8%
|
8.05%
|
51.4%
|
191
|
8.38%
|
|
|
1981
|
SFMG Wealth Advisors
Plano,
Texas
|
$900M
|
+$37.8M
|
+4%
|
6.32%
|
63.3%
|
279
|
19%
|
|
|
1982
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$900M
|
+$21.7M
|
+2%
|
5.35%
|
24%
|
292
|
13.36%
|
|
|
1983
|
Handelsinvest Investeringsforvaltning
Herning,
Denmark
|
$899M
|
+$78.8M
|
+10%
|
6.3%
|
37.9%
|
131
|
10.69%
|
|
|
1984
|
IFG Advisory
Atlanta,
Georgia
|
$899M
|
+$96.4M
|
+12%
|
5.62%
|
56.9%
|
525
|
20.57%
|
|
|
1985
|
Cardan Capital Partners
Denver,
Colorado
|
$899M
|
+$66M
|
+8%
|
8.99%
|
64%
|
288
|
30.56%
|
|
|
1986
|
Keel Point
Huntsville,
Alabama
|
$898M
|
-$128M
|
-12%
|
7.05%
|
65.1%
|
315
|
22.22%
|
|
|
1987
|
Nottingham Advisors
Amherst,
New York
|
$896M
|
+$6.15M
|
+0.7%
|
4.62%
|
44.3%
|
159
|
16.35%
|
|
|
1988
|
Roundview Capital
Princeton,
New Jersey
|
$896M
|
+$102M
|
+13%
|
7.16%
|
63.2%
|
283
|
8.48%
|
|
|
1989
|
Novare Capital Management
Charlotte,
North Carolina
|
$895M
|
+$64M
|
+8%
|
6.27%
|
65.7%
|
168
|
14.88%
|
|
|
1990
|
Origin Asset Management
London,
United Kingdom
|
$895M
|
-$82.9M
|
-8%
|
2.64%
|
59.3%
|
145
|
29.66%
|
|
|
1991
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$894M
|
+$32.2M
|
+4%
|
8.59%
|
26.9%
|
154
|
25.97%
|
|
|
1992
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$893M
|
+$62.4M
|
+8%
|
7.13%
|
46%
|
155
|
4.52%
|
|
|
1993
|
Sixth Street Partners
Dallas,
Texas
|
$893M
|
-$44.8M
|
-5%
|
1.59%
|
14.3%
|
9
|
22.22%
|
|
|
1994
|
Morningstar Investment Management
Chicago,
Illinois
|
$893M
|
-$104M
|
-10%
|
5%
|
48.2%
|
45
|
44.44%
|
|
|
1995
|
Hodges Capital Management
Dallas,
Texas
|
$892M
|
+$169M
|
+23%
|
10.5%
|
132%
|
252
|
21.43%
|
|
|
1996
|
Incline Global Management
New York
|
$892M
|
+$397M
|
+80%
|
6.22%
|
13.6%
|
28
|
42.86%
|
|
|
1997
|
York Capital Management Global Advisors
New York
|
$892M
|
+$196M
|
+28%
|
13%
|
52.3%
|
76
|
60.53%
|
|
|
1998
|
Dow Chemical Company
Midland,
Michigan
|
$891M
|
+$475M
|
+114%
|
3.77%
|
39%
|
11
|
54.55%
|
|
|
1999
|
First Command Financial Services
Fort Worth,
Texas
|
$891M
|
+$428M
|
+92%
|
6.48%
|
34.4%
|
465
|
10.97%
|
|
|
2000
|
First Command Bank
Fort Worth,
Texas
|
$891M
|
+$428M
|
+92%
|
6.48%
|
34.1%
|
465
|
10.97%
|
|