|
1976
|
Callahan Advisors
Houston,
Texas
|
$537M
|
+$68.8M
|
+15%
|
|
|
139
|
|
|
|
1977
|
Fiduciary Group
Savannah,
Georgia
|
$537M
|
+$53.5M
|
+11%
|
|
|
185
|
|
|
|
1978
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$536M
|
+$60.4M
|
+13%
|
|
|
250
|
|
|
|
1979
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$536M
|
+$56.2M
|
+12%
|
|
|
232
|
|
|
|
1980
|
Beryl Capital Management
Redondo Beach,
California
|
$536M
|
-$73.2M
|
-12%
|
|
|
49
|
|
|
|
1981
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$536M
|
+$73.9M
|
+16%
|
|
|
88
|
|
|
|
1982
|
Cabana LLC
Fayetteville,
Arkansas
|
$535M
|
+$59M
|
+12%
|
|
|
69
|
|
|
|
1983
|
Modera Wealth Management
Westwood,
New Jersey
|
$534M
|
+$26.4M
|
+5%
|
|
|
149
|
|
|
|
1984
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$534M
|
+$41.3M
|
+8%
|
|
|
317
|
|
|
|
1985
|
Meditor Group
Hamilton,
Bermuda
|
$533M
|
+$47.9M
|
+10%
|
|
|
9
|
|
|
|
1986
|
Lenox Wealth Advisors
New York
|
$533M
|
+$62M
|
+13%
|
|
|
650
|
|
|
|
1987
|
Savant Capital
Rockford,
Illinois
|
$533M
|
+$55M
|
+12%
|
|
|
288
|
|
|
|
1988
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$532M
|
+$77.4M
|
+17%
|
|
|
198
|
|
|
|
1989
|
Bangor Savings Bank
Bangor,
Maine
|
$532M
|
+$46.2M
|
+9%
|
|
|
163
|
|
|
|
1990
|
Immersion Capital
London,
United Kingdom
|
$531M
|
+$198M
|
+59%
|
|
|
5
|
|
|
|
1991
|
Pure Financial Advisors
San Diego,
California
|
$530M
|
+$37.2M
|
+8%
|
|
|
153
|
|
|
|
1992
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$530M
|
+$59.3M
|
+13%
|
|
|
448
|
|
|
|
1993
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$530M
|
+$41.2M
|
+8%
|
|
|
184
|
|
|
|
1994
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$530M
|
+$38M
|
+8%
|
|
|
62
|
|
|
|
1995
|
Valiant Capital Management
San Francisco,
California
|
$528M
|
-$4.29M
|
-0.8%
|
|
|
16
|
|
|
|
1996
|
Merriman Wealth Management
Seattle,
Washington
|
$528M
|
+$64.9M
|
+14%
|
|
|
237
|
|
|
|
1997
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$527M
|
+$126M
|
+31%
|
|
|
22
|
|
|
|
1998
|
Axiom Investment Management
New York
|
$527M
|
+$52.9M
|
+11%
|
|
|
466
|
|
|
|
1999
|
Chiron Investment Management
New York
|
$527M
|
-$267M
|
-34%
|
|
|
70
|
|
|
|
2000
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$527M
|
+$118M
|
+29%
|
|
|
156
|
|
|