|
1976
|
Webster Bank
Waterbury,
Connecticut
|
$690M
|
-$42.8M
|
-6%
|
|
|
544
|
|
|
|
1977
|
Narwhal Capital Management
Marietta,
Georgia
|
$690M
|
-$39.2M
|
-5%
|
|
|
159
|
|
|
|
1978
|
Mesirow Institutional Investment Management
Chicago,
Illinois
|
$690M
|
–
|
–
|
|
|
110
|
|
|
|
1979
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$690M
|
-$81.5M
|
-11%
|
|
|
727
|
|
|
|
1980
|
Harvey Investment Company
Louisville,
Kentucky
|
$690M
|
-$21.5M
|
-3%
|
|
|
90
|
|
|
|
1981
|
SNS Financial Group
Minneapolis,
Minnesota
|
$689M
|
-$69.6M
|
-9%
|
|
|
195
|
|
|
|
1982
|
Matthews International Capital Management
San Francisco,
California
|
$688M
|
-$8.24M
|
-1%
|
|
|
43
|
|
|
|
1983
|
First Command Financial Services
Fort Worth,
Texas
|
$688M
|
+$1.61M
|
+0.2%
|
|
|
481
|
|
|
|
1984
|
First Command Bank
Fort Worth,
Texas
|
$688M
|
+$1.61M
|
+0.2%
|
|
|
481
|
|
|
|
1985
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$688M
|
-$62.2M
|
-8%
|
|
|
1,016
|
|
|
|
1986
|
Honeycomb Asset Management
New York
|
$687M
|
+$341M
|
+98%
|
|
|
41
|
|
|
|
1987
|
Criteria Caixa
Barcelona,
Spain
|
$687M
|
-$48.8M
|
-7%
|
|
|
31
|
|
|
|
1988
|
Grassi Investment Management
Santa Clara,
California
|
$686M
|
-$70.9M
|
-9%
|
|
|
126
|
|
|
|
1989
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$686M
|
+$14M
|
+2%
|
|
|
147
|
|
|
|
1990
|
Willis Johnson & Associates
Houston,
Texas
|
$686M
|
-$31.3M
|
-4%
|
|
|
105
|
|
|
|
1991
|
Arrow Financial
Glens Falls,
New York
|
$686M
|
-$47.7M
|
-6%
|
|
|
355
|
|
|
|
1992
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$685M
|
+$63.4M
|
+10%
|
|
|
156
|
|
|
|
1993
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$685M
|
-$33.3M
|
-5%
|
|
|
685
|
|
|
|
1994
|
Perpetual Investment Management
Sydney,
Australia
|
$684M
|
+$759K
|
+0.1%
|
|
|
224
|
|
|
|
1995
|
Yakira Capital Management
Westport,
Connecticut
|
$684M
|
+$47.1M
|
+7%
|
|
|
516
|
|
|
|
1996
|
Bouchey Financial Group
Troy,
New York
|
$684M
|
+$60.3M
|
+10%
|
|
|
94
|
|
|
|
1997
|
Redpoint Investment Management
Sydney, NSW,
Australia
|
$684M
|
-$162M
|
-19%
|
|
|
620
|
|
|
|
1998
|
Berger Financial Group
Plymouth,
Minnesota
|
$681M
|
-$3.52M
|
-0.5%
|
|
|
266
|
|
|
|
1999
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$680M
|
-$75.6M
|
-10%
|
|
|
640
|
|
|
|
2000
|
Hills Bank & Trust
North Liberty,
Iowa
|
$679M
|
+$64M
|
+10%
|
|
|
258
|
|
|