|
1976
|
WBH Advisory
Baltimore,
Maryland
|
$1.17B
|
+$101M
|
+9%
|
8.39%
|
47.2%
|
354
|
13.84%
|
|
|
1977
|
United Asset Strategies
Garden City,
New York
|
$1.17B
|
+$94M
|
+9%
|
12.5%
|
94.6%
|
254
|
13.78%
|
|
|
1978
|
J. Stern & Co
London,
United Kingdom
|
$1.17B
|
+$127M
|
+12%
|
17.3%
|
–
|
38
|
7.89%
|
|
|
1979
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.17B
|
+$106M
|
+10%
|
13%
|
103%
|
316
|
6.65%
|
|
|
1980
|
Provident Investment Management
Novi,
Michigan
|
$1.17B
|
+$107M
|
+10%
|
9.77%
|
59.5%
|
79
|
15.19%
|
|
|
1981
|
MUFG Securities Americas
New York
|
$1.17B
|
+$307M
|
+36%
|
14.2%
|
–
|
508
|
0.98%
|
|
|
1982
|
Crédit Industriel et Commercial
Paris France,
France
|
$1.17B
|
+$225M
|
+24%
|
11.5%
|
–
|
447
|
39.15%
|
|
|
1983
|
Insigneo Advisory Services
Miami,
Florida
|
$1.16B
|
+$195M
|
+20%
|
12.6%
|
94.1%
|
704
|
14.06%
|
|
|
1984
|
Verity & Verity
Beaufort,
South Carolina
|
$1.16B
|
+$24.7M
|
+2%
|
4.47%
|
56%
|
138
|
10.87%
|
|
|
1985
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.16B
|
+$117M
|
+11%
|
8.35%
|
49.7%
|
541
|
29.57%
|
|
|
1986
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.16B
|
+$273M
|
+31%
|
8.22%
|
59.4%
|
255
|
40%
|
|
|
1987
|
Naples Global Advisors
Naples,
Florida
|
$1.16B
|
+$110M
|
+10%
|
10.1%
|
103%
|
420
|
5.71%
|
|
|
1988
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.16B
|
+$53.6M
|
+5%
|
4.31%
|
20%
|
106
|
19.81%
|
|
|
1989
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.16B
|
+$123M
|
+12%
|
13.6%
|
80.8%
|
363
|
7.16%
|
|
|
1990
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.16B
|
+$41.9M
|
+4%
|
6.33%
|
40.1%
|
201
|
14.93%
|
|
|
1991
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.16B
|
+$70.9M
|
+7%
|
10.5%
|
88.5%
|
174
|
9.77%
|
|
|
1992
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$1.16B
|
+$130M
|
+13%
|
17.9%
|
116%
|
188
|
30.85%
|
|
|
1993
|
XML Financial
Bethesda,
Maryland
|
$1.16B
|
+$83.6M
|
+8%
|
7.58%
|
69.5%
|
408
|
12.75%
|
|
|
1994
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.15B
|
+$79.4M
|
+7%
|
7.99%
|
47.3%
|
198
|
9.6%
|
|
|
1995
|
Delta Asset Management
Memphis,
Tennessee
|
$1.15B
|
+$96.5M
|
+9%
|
12.1%
|
52.1%
|
617
|
4.05%
|
|
|
1996
|
Limestone Investment Advisors
New York
|
$1.15B
|
–
|
–
|
11.2%
|
–
|
480
|
–
|
|
|
1997
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$1.15B
|
+$52.1M
|
+5%
|
10.5%
|
68.6%
|
1
|
0%
|
|
|
1998
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.14B
|
+$64.6M
|
+6%
|
8.95%
|
69%
|
221
|
12.22%
|
|
|
1999
|
Cozad Asset Management
Champaign,
Illinois
|
$1.14B
|
+$143M
|
+14%
|
12.4%
|
94%
|
414
|
9.18%
|
|
|
2000
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$1.14B
|
+$33.6M
|
+3%
|
12.2%
|
93.7%
|
265
|
23.02%
|
|