|
1976
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$904M
|
-$28.1M
|
-3%
|
5.6%
|
83.6%
|
576
|
18.92%
|
|
|
1977
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$903M
|
-$4.61M
|
-0.5%
|
7.59%
|
26.9%
|
152
|
30.92%
|
|
|
1978
|
Jacobs & Co
San Francisco,
California
|
$903M
|
-$61.3M
|
-6%
|
4.64%
|
92.2%
|
129
|
8.53%
|
|
|
1979
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$903M
|
+$93.5M
|
+12%
|
1.62%
|
83.5%
|
314
|
3.18%
|
|
|
1980
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$903M
|
-$30.8M
|
-3%
|
5.49%
|
58.6%
|
97
|
15.46%
|
|
|
1981
|
Cypress Funds
Los Angeles,
California
|
$903M
|
-$318M
|
-26%
|
13.3%
|
114%
|
17
|
11.76%
|
|
|
1982
|
Shannon River Fund Management
New York
|
$901M
|
-$84.4M
|
-9%
|
13.4%
|
337%
|
56
|
33.93%
|
|
|
1983
|
SNS Financial Group
Minneapolis,
Minnesota
|
$901M
|
-$35.6M
|
-4%
|
3.72%
|
41.8%
|
259
|
18.92%
|
|
|
1984
|
Oak Ridge Investments
Chicago,
Illinois
|
$900M
|
-$284M
|
-24%
|
7.44%
|
208%
|
176
|
15.91%
|
|
|
1985
|
|
$899M
|
+$27.8M
|
+3%
|
3.19%
|
11.7%
|
1
|
0%
|
|
|
1986
|
Mirabella Financial Services
London,
United Kingdom
|
$899M
|
-$86.4M
|
-9%
|
3.21%
|
81.2%
|
740
|
78.24%
|
|
|
1987
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$898M
|
-$90.4M
|
-9%
|
5.91%
|
46%
|
156
|
2.56%
|
|
|
1988
|
Montag & Caldwell
Atlanta,
Georgia
|
$898M
|
-$139M
|
-13%
|
11.3%
|
91.3%
|
76
|
9.21%
|
|
|
1989
|
Asset Dedication LLC
San Francisco,
California
|
$898M
|
+$67.5M
|
+8%
|
3.29%
|
54.3%
|
1,077
|
16.34%
|
|
|
1990
|
Condor Capital Management
Martinsville,
New Jersey
|
$897M
|
-$36.4M
|
-4%
|
5.11%
|
47.3%
|
491
|
24.24%
|
|
|
1991
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$897M
|
-$95.6M
|
-10%
|
5.16%
|
58.7%
|
98
|
14.29%
|
|
|
1992
|
Chai Trust Company
Chicago,
Illinois
|
$897M
|
-$74.5M
|
-8%
|
1.27%
|
20.2%
|
39
|
28.21%
|
|
|
1993
|
Crestview Partners II
New York
|
$897M
|
-$339M
|
-27%
|
19.4%
|
124%
|
3
|
0%
|
|
|
1994
|
Bell Bank
Fargo,
North Dakota
|
$896M
|
+$19.1M
|
+2%
|
3.49%
|
64.3%
|
186
|
11.83%
|
|
|
1995
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$895M
|
-$57M
|
-6%
|
3.4%
|
24%
|
273
|
13.55%
|
|
|
1996
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$895M
|
-$23.4M
|
-3%
|
2.33%
|
67.3%
|
164
|
3.05%
|
|
|
1997
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$895M
|
+$203M
|
+29%
|
1.21%
|
55.4%
|
671
|
37.7%
|
|
|
1998
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$894M
|
-$34.1M
|
-4%
|
3.42%
|
47.8%
|
393
|
22.14%
|
|
|
1999
|
RWWM Inc
Rocklin,
California
|
$893M
|
+$81.1M
|
+10%
|
4.43%
|
37%
|
14
|
7.14%
|
|
|
2000
|
Empirical Finance
Havertown,
Pennsylvania
|
$893M
|
+$45.9M
|
+5%
|
2.78%
|
97.6%
|
484
|
5.37%
|
|