|
1976
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$555M
|
+$41.1M
|
+8%
|
|
|
12
|
|
|
|
1977
|
Axiom Investment Management
New York
|
$554M
|
+$27.1M
|
+5%
|
|
|
482
|
|
|
|
1978
|
Cadinha & Co
Honolulu,
Hawaii
|
$553M
|
+$42.4M
|
+8%
|
|
|
118
|
|
|
|
1979
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$553M
|
+$25.6M
|
+5%
|
|
|
164
|
|
|
|
1980
|
Jefferies Financial Group
New York
|
$551M
|
-$275M
|
-33%
|
|
|
48
|
|
|
|
1981
|
Northcape Capital
Sydney,
Australia
|
$551M
|
+$60.9M
|
+12%
|
|
|
18
|
|
|
|
1982
|
Oberweis Asset Management
Lisle,
Illinois
|
$550M
|
+$52.4M
|
+11%
|
|
|
230
|
|
|
|
1983
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$550M
|
+$17.8M
|
+3%
|
|
|
191
|
|
|
|
1984
|
Crescent Park Management
East Palo Alto,
California
|
$550M
|
-$20.1M
|
-4%
|
|
|
28
|
|
|
|
1985
|
Woodson Capital Management
Greenwich,
Connecticut
|
$550M
|
+$70.6M
|
+15%
|
|
|
30
|
|
|
|
1986
|
Skyline Asset Management
Chicago,
Illinois
|
$549M
|
-$38.8M
|
-7%
|
|
|
61
|
|
|
|
1987
|
Kingstown Capital Management
New York
|
$549M
|
+$61.9M
|
+13%
|
|
|
15
|
|
|
|
1988
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$548M
|
+$205M
|
+60%
|
|
|
414
|
|
|
|
1989
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$548M
|
+$49.8M
|
+10%
|
|
|
80
|
|
|
|
1990
|
Modera Wealth Management
Westwood,
New Jersey
|
$548M
|
+$13.8M
|
+3%
|
|
|
156
|
|
|
|
1991
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$548M
|
+$23.4M
|
+4%
|
|
|
385
|
|
|
|
1992
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$548M
|
+$18.1M
|
+3%
|
|
|
187
|
|
|
|
1993
|
Kings Point Capital Management
Great Neck,
New York
|
$548M
|
+$44.5M
|
+9%
|
|
|
431
|
|
|
|
1994
|
Planning Alternatives
Birmingham,
Michigan
|
$547M
|
+$711K
|
+0.1%
|
|
|
51
|
|
|
|
1995
|
JBF Capital
Aspen,
Colorado
|
$547M
|
-$11.8M
|
-2%
|
|
|
93
|
|
|
|
1996
|
SeaTown Holdings
Singapore
|
$547M
|
-$302M
|
-36%
|
|
|
87
|
|
|
|
1997
|
Munro Partners
Melbourne,
Australia
|
$547M
|
-$1.47M
|
-0.3%
|
|
|
35
|
|
|
|
1998
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$546M
|
+$21.5M
|
+4%
|
|
|
78
|
|
|
|
1999
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$546M
|
+$18.9M
|
+4%
|
|
|
81
|
|
|
|
2000
|
Legato Capital Management
San Francisco,
California
|
$545M
|
+$242M
|
+80%
|
|
|
197
|
|
|