|
1976
|
Endurance Wealth Management
Providence,
Rhode Island
|
$899M
|
-$2.56M
|
-0.3%
|
0.33%
|
59%
|
664
|
5.57%
|
|
|
1977
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$898M
|
+$35.9M
|
+4%
|
0.32%
|
28.2%
|
149
|
10.74%
|
|
|
1978
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$898M
|
-$13.5M
|
-1%
|
0.71%
|
42.9%
|
761
|
11.04%
|
|
|
1979
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$897M
|
+$3.6M
|
+0.4%
|
0.76%
|
46%
|
157
|
5.1%
|
|
|
1980
|
EMG Holdings
Old Greenwich,
Connecticut
|
$897M
|
–
|
–
|
1.22%
|
5.25%
|
199
|
–
|
|
|
1981
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$897M
|
-$7.16M
|
-0.8%
|
1.04%
|
58.7%
|
100
|
15%
|
|
|
1982
|
TruWealth Advisors
Metairie,
Louisiana
|
$897M
|
+$44M
|
+5%
|
0.11%
|
56.3%
|
121
|
7.44%
|
|
|
1983
|
Singapore Technologies Telemedia
Singapore
|
$896M
|
-$346M
|
-28%
|
27.9%
|
116%
|
1
|
0%
|
|
|
1984
|
Webster Bank
Waterbury,
Connecticut
|
$895M
|
-$18.5M
|
-2%
|
0.59%
|
77.5%
|
560
|
8.75%
|
|
|
1985
|
|
$895M
|
+$41.2M
|
+5%
|
0.73%
|
7.55%
|
36
|
5.56%
|
|
|
1986
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$895M
|
-$67.1M
|
-7%
|
7.73%
|
140%
|
32
|
3.13%
|
|
|
1987
|
Connectus Wealth
Cincinnati,
Ohio
|
$894M
|
+$3.38M
|
+0.4%
|
0.52%
|
37.8%
|
33
|
3.03%
|
|
|
1988
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$894M
|
-$6.25M
|
-0.7%
|
0.18%
|
24%
|
289
|
10.73%
|
|
|
1989
|
Cardan Capital Partners
Denver,
Colorado
|
$893M
|
-$5.83M
|
-0.6%
|
0.23%
|
64%
|
259
|
9.65%
|
|
|
1990
|
Omega Fund Management
Boston,
Massachusetts
|
$891M
|
+$7.78M
|
+0.9%
|
2.48%
|
112%
|
26
|
11.54%
|
|
|
1991
|
BTC Capital Management
Des Moines,
Iowa
|
$891M
|
+$13.1M
|
+1%
|
0.04%
|
–
|
233
|
21.03%
|
|
|
1992
|
Kopernik Global Investors
Tampa,
Florida
|
$891M
|
-$63M
|
-7%
|
0.02%
|
152%
|
26
|
23.08%
|
|
|
1993
|
Grassi Investment Management
Santa Clara,
California
|
$889M
|
-$31.9M
|
-3%
|
1.62%
|
170%
|
149
|
8.72%
|
|
|
1994
|
Sand Grove Capital Management
London,
United Kingdom
|
$889M
|
-$168M
|
-16%
|
1.02%
|
411%
|
24
|
75%
|
|
|
1995
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$889M
|
+$4.82M
|
+0.5%
|
0.03%
|
113%
|
247
|
10.12%
|
|
|
1996
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$887M
|
+$1.7M
|
+0.2%
|
0.78%
|
58.6%
|
86
|
11.63%
|
|
|
1997
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$885M
|
+$52.8M
|
+6%
|
0.41%
|
103%
|
354
|
18.36%
|
|
|
1998
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$882M
|
+$39.6M
|
+5%
|
1.05%
|
27.9%
|
1,122
|
13.55%
|
|
|
1999
|
Fiduciary Group
Savannah,
Georgia
|
$881M
|
+$17M
|
+2%
|
0.17%
|
57.4%
|
244
|
4.51%
|
|
|
2000
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$880M
|
+$82.8M
|
+10%
|
1.54%
|
36.6%
|
62
|
8.06%
|
|