|
1976
|
Certuity
North Palm Beach,
Florida
|
$880M
|
+$203M
|
+30%
|
8.69%
|
190%
|
274
|
20.44%
|
|
|
1977
|
Essex Financial Services
Essex,
Connecticut
|
$879M
|
-$70.5M
|
-7%
|
6.48%
|
87.7%
|
507
|
11.24%
|
|
|
1978
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$879M
|
+$12.3M
|
+1%
|
9.91%
|
60.6%
|
68
|
19.12%
|
|
|
1979
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$879M
|
+$11M
|
+1%
|
2.55%
|
26.1%
|
170
|
12.94%
|
|
|
1980
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$879M
|
+$54.2M
|
+7%
|
4.29%
|
58%
|
477
|
3.14%
|
|
|
1981
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$876M
|
+$10M
|
+1%
|
4.19%
|
12.6%
|
309
|
10.03%
|
|
|
1982
|
Leo Brokerage
Hurst,
Texas
|
$876M
|
+$206M
|
+31%
|
6.71%
|
–
|
319
|
11.6%
|
|
|
1983
|
59 North Capital Management
Houston,
Texas
|
$876M
|
+$193M
|
+28%
|
13.9%
|
81.4%
|
13
|
7.69%
|
|
|
1984
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$876M
|
+$28.9M
|
+3%
|
3%
|
41.1%
|
52
|
7.69%
|
|
|
1985
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$875M
|
+$51.8M
|
+6%
|
1.85%
|
48.3%
|
39
|
12.82%
|
|
|
1986
|
Spruce House Investment Management
New York
|
$875M
|
+$364M
|
+71%
|
87.4%
|
863%
|
6
|
16.67%
|
|
|
1987
|
HSG Holding
Na,
Hong Kong
|
$874M
|
-$77.5M
|
-8%
|
11.3%
|
2.73%
|
21
|
14.29%
|
|
|
1988
|
North Peak Capital Management
New York
|
$872M
|
+$92M
|
+12%
|
0.74%
|
301%
|
7
|
42.86%
|
|
|
1989
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$872M
|
+$56.5M
|
+7%
|
5.04%
|
38.3%
|
1,086
|
12.43%
|
|
|
1990
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$868M
|
-$12.2M
|
-1%
|
1.78%
|
56.6%
|
76
|
3.95%
|
|
|
1991
|
One River Asset Management
Stamford,
Connecticut
|
$868M
|
-$1.42B
|
-62%
|
10.7%
|
24%
|
336
|
21.13%
|
|
|
1992
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$867M
|
+$73M
|
+9%
|
8.69%
|
–
|
658
|
9.42%
|
|
|
1993
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$866M
|
-$471M
|
-35%
|
0.51%
|
54.4%
|
115
|
40.87%
|
|
|
1994
|
Stokes Family Office
New Orleans,
Louisiana
|
$865M
|
+$62.8M
|
+8%
|
5.8%
|
68.1%
|
340
|
14.41%
|
|
|
1995
|
Jag Capital Management
St Louis,
Missouri
|
$865M
|
+$91.7M
|
+12%
|
16.1%
|
230%
|
199
|
20.1%
|
|
|
1996
|
Cornerstone Capital
Palo Alto,
California
|
$865M
|
+$36M
|
+4%
|
7.1%
|
91.2%
|
94
|
10.64%
|
|
|
1997
|
XML Financial
Bethesda,
Maryland
|
$864M
|
+$43.2M
|
+5%
|
4.07%
|
69.5%
|
355
|
9.86%
|
|
|
1998
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$864M
|
+$24.9M
|
+3%
|
5.43%
|
58.6%
|
106
|
8.49%
|
|
|
1999
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$862M
|
+$46.1M
|
+6%
|
4.73%
|
61.8%
|
184
|
5.98%
|
|
|
2000
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$861M
|
+$34.1M
|
+4%
|
6.56%
|
97.1%
|
564
|
9.93%
|
|