|
1976
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$614M
|
+$45.1M
|
+8%
|
|
|
993
|
|
|
|
1977
|
Steamboat Capital Partners
Rye,
New York
|
$614M
|
+$76.9M
|
+14%
|
|
|
61
|
|
|
|
1978
|
Resource Management
Metairie,
Louisiana
|
$613M
|
+$35.3M
|
+6%
|
|
|
164
|
|
|
|
1979
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$613M
|
+$68.7M
|
+13%
|
|
|
60
|
|
|
|
1980
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$613M
|
+$166M
|
+37%
|
|
|
165
|
|
|
|
1981
|
Dalton, Greiner, Hartman, Maher & Co
New York
|
$612M
|
-$405M
|
-40%
|
|
|
180
|
|
|
|
1982
|
JBF Capital
Aspen,
Colorado
|
$612M
|
-$14M
|
-2%
|
|
|
177
|
|
|
|
1983
|
Western Wealth Management
Golden,
Colorado
|
$612M
|
+$60.8M
|
+11%
|
|
|
462
|
|
|
|
1984
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$612M
|
-$23.4M
|
-4%
|
|
|
262
|
|
|
|
1985
|
Clark Estates Inc
New York
|
$612M
|
+$40.1M
|
+7%
|
|
|
106
|
|
|
|
1986
|
Callahan Advisors
Houston,
Texas
|
$612M
|
+$47.5M
|
+8%
|
|
|
136
|
|
|
|
1987
|
Cantor Fitzgerald Investment Advisors
New York
|
$611M
|
-$864K
|
-0.1%
|
|
|
59
|
|
|
|
1988
|
Campbell Wealth Management
Alexandria,
Virginia
|
$611M
|
+$37.4M
|
+7%
|
|
|
379
|
|
|
|
1989
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$611M
|
+$56.2M
|
+10%
|
|
|
72
|
|
|
|
1990
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$611M
|
+$35.8M
|
+6%
|
|
|
167
|
|
|
|
1991
|
AWM Investment Company
New York
|
$610M
|
+$39.9M
|
+7%
|
|
|
98
|
|
|
|
1992
|
Marco Investment Management
Atlanta,
Georgia
|
$610M
|
+$64.1M
|
+12%
|
|
|
179
|
|
|
|
1993
|
Bath Savings Trust
Bath,
Maine
|
$610M
|
+$56.5M
|
+10%
|
|
|
127
|
|
|
|
1994
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$609M
|
+$56.1M
|
+10%
|
|
|
91
|
|
|
|
1995
|
Caldwell Trust
Venice,
Florida
|
$608M
|
+$11.3M
|
+2%
|
|
|
776
|
|
|
|
1996
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$608M
|
+$38.5M
|
+7%
|
|
|
94
|
|
|
|
1997
|
Mint Tower Capital Management
Amsterdam,
Netherlands
|
$608M
|
-$1.81M
|
-0.3%
|
|
|
356
|
|
|
|
1998
|
Hill Path Capital
New York
|
$607M
|
+$175M
|
+41%
|
|
|
3
|
|
|
|
1999
|
Adventist Health System West
Roseville,
California
|
$606M
|
+$136M
|
+29%
|
|
|
5
|
|
|
|
2000
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$605M
|
+$59.6M
|
+11%
|
|
|
416
|
|
|