|
1976
|
Unison Advisors
Washington,
District of Columbia
|
$943M
|
+$92.5M
|
+11%
|
10.4%
|
54.6%
|
189
|
10.05%
|
|
|
1977
|
PSG Equity
Boston,
Massachusetts
|
$943M
|
+$85.5M
|
+10%
|
9.97%
|
8.03%
|
1
|
0%
|
|
|
1978
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$943M
|
+$69.4M
|
+8%
|
10.5%
|
68.3%
|
966
|
10.66%
|
|
|
1979
|
Bayesian Capital Management
Brooklyn,
New York
|
$942M
|
+$65.9M
|
+8%
|
17.3%
|
113%
|
1,095
|
75.34%
|
|
|
1980
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$941M
|
+$65.9M
|
+8%
|
10.4%
|
49.3%
|
59
|
5.08%
|
|
|
1981
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$940M
|
+$112M
|
+13%
|
10.9%
|
58.6%
|
113
|
11.5%
|
|
|
1982
|
Regal Partners
Sydney, NSW,
Australia
|
$940M
|
+$492M
|
+110%
|
11.6%
|
133%
|
57
|
59.65%
|
|
|
1983
|
Marcum Wealth
Cleveland,
Ohio
|
$940M
|
+$108M
|
+13%
|
10.9%
|
20%
|
403
|
12.41%
|
|
|
1984
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$939M
|
+$83.7M
|
+10%
|
8.8%
|
32.2%
|
59
|
6.78%
|
|
|
1985
|
TCI Wealth Advisors
Tucson,
Arizona
|
$938M
|
+$154M
|
+20%
|
10.8%
|
54.5%
|
214
|
13.55%
|
|
|
1986
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$938M
|
+$92.6M
|
+11%
|
9.6%
|
70.6%
|
304
|
67.76%
|
|
|
1987
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$935M
|
+$26.4M
|
+3%
|
10.3%
|
57.6%
|
209
|
19.14%
|
|
|
1988
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$935M
|
-$110M
|
-10%
|
11.5%
|
38.6%
|
107
|
30.84%
|
|
|
1989
|
|
$935M
|
+$20.3M
|
+2%
|
6.83%
|
55.1%
|
29
|
10.34%
|
|
|
1990
|
Bouchey Financial Group
Troy,
New York
|
$934M
|
+$118M
|
+14%
|
10.4%
|
66.7%
|
141
|
14.89%
|
|
|
1991
|
SoFi Wealth
San Francisco,
California
|
$933M
|
+$113M
|
+14%
|
9.15%
|
48%
|
11
|
0%
|
|
|
1992
|
Flat Footed LLC
Wilson,
Wyoming
|
$933M
|
+$47.7M
|
+5%
|
38%
|
195%
|
33
|
54.55%
|
|
|
1993
|
Hilton Capital Management
Garden City,
New York
|
$933M
|
+$182M
|
+24%
|
7.65%
|
51.5%
|
172
|
33.14%
|
|
|
1994
|
2Xideas
Kusnacht,
Switzerland
|
$933M
|
+$29.3M
|
+3%
|
15.4%
|
34%
|
60
|
16.67%
|
|
|
1995
|
Freedom Together Foundation
New York
|
$933M
|
–
|
–
|
8.63%
|
–
|
26
|
–
|
|
|
1996
|
Condor Capital Management
Martinsville,
New Jersey
|
$933M
|
+$117M
|
+14%
|
10.6%
|
47.3%
|
216
|
27.31%
|
|
|
1997
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$930M
|
+$11.4M
|
+1%
|
13.6%
|
–
|
706
|
10.06%
|
|
|
1998
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$930M
|
+$27.1M
|
+3%
|
9.92%
|
62.7%
|
339
|
12.68%
|
|
|
1999
|
Browning West
Los Angeles,
California
|
$928M
|
+$231M
|
+33%
|
17.7%
|
94.4%
|
2
|
0%
|
|
|
2000
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$928M
|
+$78.4M
|
+9%
|
9.66%
|
46%
|
166
|
8.43%
|
|