|
1976
|
Hilltop Holdings
Dallas,
Texas
|
$739M
|
-$16.5M
|
-2%
|
4.16%
|
96.7%
|
569
|
19.68%
|
|
|
1977
|
Levin Capital Strategies
New York
|
$738M
|
-$107M
|
-13%
|
0.34%
|
88.6%
|
312
|
34.62%
|
|
|
1978
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$738M
|
+$27.1M
|
+4%
|
4.59%
|
80%
|
256
|
37.11%
|
|
|
1979
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$738M
|
-$30.3M
|
-4%
|
6.42%
|
41.1%
|
26
|
19.23%
|
|
|
1980
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$738M
|
-$54.9M
|
-7%
|
6.98%
|
49.3%
|
63
|
6.35%
|
|
|
1981
|
McKinley Capital Management
Anchorage,
Alaska
|
$737M
|
-$28.5M
|
-4%
|
3.9%
|
63.3%
|
179
|
13.41%
|
|
|
1982
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$737M
|
-$44.8M
|
-6%
|
5.92%
|
55.7%
|
327
|
13.15%
|
|
|
1983
|
Atalaya Capital Management
New York
|
$737M
|
-$110M
|
-13%
|
0.45%
|
7.46%
|
478
|
41%
|
|
|
1984
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$736M
|
-$33.8M
|
-4%
|
3.62%
|
50.7%
|
72
|
4.17%
|
|
|
1985
|
Mizuho Securities USA
New York
|
$736M
|
+$85M
|
+13%
|
0.16%
|
99%
|
311
|
85.53%
|
|
|
1986
|
WMS Partners
Towson,
Maryland
|
$736M
|
+$93.6M
|
+15%
|
5.12%
|
10.8%
|
290
|
20%
|
|
|
1987
|
Soleus Capital Management
Greenwich,
Connecticut
|
$736M
|
+$94.9M
|
+15%
|
14.2%
|
508%
|
93
|
40.86%
|
|
|
1988
|
Alpine Woods Capital Investors
Purchase,
New York
|
$735M
|
-$64.3M
|
-8%
|
4.38%
|
105%
|
205
|
9.76%
|
|
|
1989
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$735M
|
-$27.8M
|
-4%
|
5.78%
|
67.3%
|
152
|
4.61%
|
|
|
1990
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$734M
|
-$28.4M
|
-4%
|
3.42%
|
83.6%
|
538
|
14.31%
|
|
|
1991
|
Trust Asset Management
Houston,
Texas
|
$733M
|
+$17.9M
|
+3%
|
4.88%
|
91.1%
|
197
|
7.61%
|
|
|
1992
|
Hackensack Meridian Health
Edison,
New Jersey
|
$732M
|
-$167M
|
-19%
|
5.51%
|
53.4%
|
13
|
7.69%
|
|
|
1993
|
Lutz Financial Services
Omaha,
Nebraska
|
$732M
|
-$22.1M
|
-3%
|
4.87%
|
35.3%
|
75
|
16%
|
|
|
1994
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$731M
|
+$239M
|
+48%
|
4.53%
|
58.7%
|
55
|
20%
|
|
|
1995
|
SP Asset Management
Cupertino,
California
|
$731M
|
-$53.7M
|
-7%
|
5.67%
|
92.4%
|
114
|
7.02%
|
|
|
1996
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$730M
|
-$21.3M
|
-3%
|
5.15%
|
76.6%
|
424
|
9.67%
|
|
|
1997
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$730M
|
-$62.7M
|
-8%
|
4.32%
|
28.6%
|
391
|
6.91%
|
|
|
1998
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$730M
|
-$27M
|
-4%
|
5.29%
|
62%
|
91
|
6.59%
|
|
|
1999
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$730M
|
-$54.8M
|
-7%
|
6.44%
|
81.2%
|
170
|
10%
|
|
|
2000
|
Fernbridge Capital Management
Los Angeles,
California
|
$730M
|
+$35.7M
|
+5%
|
0.86%
|
12.4%
|
24
|
41.67%
|
|