|
1976
|
Bath Savings Trust
Bath,
Maine
|
$962M
|
+$96.7M
|
+11%
|
12%
|
47.3%
|
169
|
8.88%
|
|
|
1977
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$961M
|
+$72.8M
|
+8%
|
9.81%
|
81.1%
|
252
|
8.33%
|
|
|
1978
|
Journey Strategic Wealth
Summit,
New Jersey
|
$961M
|
–
|
–
|
10.4%
|
62.2%
|
211
|
–
|
|
|
1979
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$958M
|
+$75.5M
|
+9%
|
5.94%
|
27.9%
|
1,157
|
12.53%
|
|
|
1980
|
Matthews International Capital Management
San Francisco,
California
|
$958M
|
-$692M
|
-42%
|
11.4%
|
90.7%
|
47
|
29.79%
|
|
|
1981
|
Transform Wealth
Greenwood Village,
Colorado
|
$957M
|
+$85.1M
|
+10%
|
11.7%
|
48.4%
|
232
|
9.91%
|
|
|
1982
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$956M
|
+$57.4M
|
+6%
|
10.8%
|
28.2%
|
161
|
11.8%
|
|
|
1983
|
Woodstock Corp
Boston,
Massachusetts
|
$955M
|
+$97.5M
|
+11%
|
13.4%
|
96.1%
|
195
|
7.18%
|
|
|
1984
|
Graypoint LLC
Albany,
New York
|
$954M
|
+$140M
|
+17%
|
9.79%
|
72.8%
|
311
|
15.76%
|
|
|
1985
|
Growth Interface Management
Orlando,
Florida
|
$954M
|
+$45M
|
+5%
|
8.75%
|
12%
|
10
|
10%
|
|
|
1986
|
Segment Wealth Management
Houston,
Texas
|
$953M
|
+$111M
|
+13%
|
10.6%
|
102%
|
266
|
18.05%
|
|
|
1987
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$953M
|
+$89.3M
|
+10%
|
12.3%
|
49.3%
|
60
|
1.67%
|
|
|
1988
|
Principle Wealth Partners
Madison,
Connecticut
|
$952M
|
+$86.3M
|
+10%
|
9.61%
|
65.9%
|
330
|
10.3%
|
|
|
1989
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$952M
|
+$58.6M
|
+7%
|
7.28%
|
24%
|
289
|
15.22%
|
|
|
1990
|
Poplar Forest Capital
Pasadena,
California
|
$952M
|
-$22.3M
|
-2%
|
7.96%
|
30%
|
89
|
46.07%
|
|
|
1991
|
Pier Capital
Stamford,
Connecticut
|
$948M
|
-$16.6M
|
-2%
|
2.42%
|
153%
|
131
|
23.66%
|
|
|
1992
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$948M
|
+$78.6M
|
+9%
|
8.95%
|
93%
|
414
|
22.95%
|
|
|
1993
|
First Business Financial Services
Madison,
Wisconsin
|
$945M
|
+$71.1M
|
+8%
|
6.98%
|
74%
|
174
|
12.64%
|
|
|
1994
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$945M
|
+$36.7M
|
+4%
|
5.78%
|
38.3%
|
1,181
|
11.94%
|
|
|
1995
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$944M
|
+$26.5M
|
+3%
|
7.36%
|
28.6%
|
338
|
10.36%
|
|
|
1996
|
|
$944M
|
-$191M
|
-17%
|
4.25%
|
228%
|
22
|
31.82%
|
|
|
1997
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$944M
|
+$88.6M
|
+10%
|
6.7%
|
76.5%
|
409
|
14.91%
|
|
|
1998
|
Merewether Investment Management
Dallas,
Texas
|
$943M
|
+$232M
|
+33%
|
5.68%
|
265%
|
47
|
44.68%
|
|
|
1999
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$942M
|
+$44.4M
|
+5%
|
7.17%
|
42.9%
|
738
|
23.31%
|
|
|
2000
|
Monarch Alternative Capital
New York
|
$942M
|
+$498M
|
+112%
|
7.64%
|
341%
|
14
|
21.43%
|
|