|
1976
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$372M
|
-$5.75M
|
-2%
|
|
|
109
|
|
|
|
1977
|
Prospera Financial Services
Dallas,
Texas
|
$371M
|
+$1.35M
|
+0.4%
|
|
|
311
|
|
|
|
1978
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$371M
|
+$13.6M
|
+4%
|
|
|
1,025
|
|
|
|
1979
|
Nantahala Capital Management
New Canaan,
Connecticut
|
$370M
|
+$19.6M
|
+6%
|
|
|
100
|
|
|
|
1980
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$370M
|
-$89.5M
|
-19%
|
|
|
273
|
|
|
|
1981
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$370M
|
+$46M
|
+14%
|
|
|
156
|
|
|
|
1982
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$369M
|
-$51.7M
|
-12%
|
|
|
43
|
|
|
|
1983
|
Telemus Capital
Southfield,
Michigan
|
$368M
|
-$12.9M
|
-3%
|
|
|
143
|
|
|
|
1984
|
Ratan Capital Management
Miami Beach,
Florida
|
$368M
|
-$308M
|
-46%
|
|
|
18
|
|
|
|
1985
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$368M
|
-$5M
|
-1%
|
|
|
290
|
|
|
|
1986
|
Lloyds Banking Group
London,
United Kingdom
|
$367M
|
-$46.5M
|
-11%
|
|
|
530
|
|
|
|
1987
|
Mark Asset Management
New York
|
$367M
|
-$3.66M
|
-1%
|
|
|
70
|
|
|
|
1988
|
Davis Asset Management
Sausalito,
California
|
$366M
|
+$43.7M
|
+14%
|
|
|
33
|
|
|
|
1989
|
Oberweis Asset Management
Lisle,
Illinois
|
$365M
|
-$40.5M
|
-10%
|
|
|
156
|
|
|
|
1990
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$365M
|
-$11.2M
|
-3%
|
|
|
81
|
|
|
|
1991
|
Kopernik Global Investors
Tampa,
Florida
|
$365M
|
+$83.7M
|
+30%
|
|
|
21
|
|
|
|
1992
|
Foundation Asset Management
White Plains,
New York
|
$365M
|
+$16.2M
|
+5%
|
|
|
24
|
|
|
|
1993
|
|
$364M
|
-$17.8M
|
-5%
|
|
|
1
|
|
|
|
1994
|
Adell Harriman & Carpenter
Houston,
Texas
|
$364M
|
$0
|
0%
|
|
|
131
|
|
|
|
1995
|
Westport Resources Management
Westport,
Connecticut
|
$364M
|
-$3.3M
|
-0.9%
|
|
|
1,073
|
|
|
|
1996
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$363M
|
-$2.34M
|
-0.6%
|
|
|
45
|
|
|
|
1997
|
Visionary Asset Management
Houston,
Texas
|
$363M
|
-$64.1M
|
-15%
|
|
|
444
|
|
|
|
1998
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$363M
|
-$28M
|
-7%
|
|
|
329
|
|
|
|
1999
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$363M
|
-$6.86M
|
-2%
|
|
|
166
|
|
|
|
2000
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$362M
|
+$30.4M
|
+9%
|
|
|
167
|
|
|