|
1976
|
Jag Capital Management
St Louis,
Missouri
|
$773M
|
+$83.9M
|
+12%
|
|
|
191
|
|
|
|
1977
|
Kynam Capital Management
Princeton,
New Jersey
|
$773M
|
+$121M
|
+19%
|
|
|
39
|
|
|
|
1978
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$772M
|
+$30M
|
+4%
|
|
|
193
|
|
|
|
1979
|
RWWM Inc
Rocklin,
California
|
$772M
|
+$11M
|
+1%
|
|
|
14
|
|
|
|
1980
|
Rock Creek Group
Washington,
District of Columbia
|
$772M
|
-$48.3M
|
-6%
|
|
|
210
|
|
|
|
1981
|
Wealthquest
Cincinnati,
Ohio
|
$771M
|
-$6.48M
|
-0.8%
|
|
|
129
|
|
|
|
1982
|
Weatherly Asset Management
Del Mar,
California
|
$771M
|
+$37.9M
|
+5%
|
|
|
178
|
|
|
|
1983
|
TCI Wealth Advisors
Tucson,
Arizona
|
$771M
|
+$48.1M
|
+7%
|
|
|
2,702
|
|
|
|
1984
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$770M
|
+$39.8M
|
+5%
|
|
|
180
|
|
|
|
1985
|
H. Partners Management
New York
|
$770M
|
-$23.7M
|
-3%
|
|
|
2
|
|
|
|
1986
|
Fiduciary Group
Savannah,
Georgia
|
$769M
|
+$18.5M
|
+2%
|
|
|
239
|
|
|
|
1987
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$768M
|
+$48.8M
|
+7%
|
|
|
746
|
|
|
|
1988
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$768M
|
+$33.4M
|
+5%
|
|
|
81
|
|
|
|
1989
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$768M
|
+$55.1M
|
+8%
|
|
|
98
|
|
|
|
1990
|
Arrow Financial
Glens Falls,
New York
|
$767M
|
+$30.1M
|
+4%
|
|
|
335
|
|
|
|
1991
|
Webster Bank
Waterbury,
Connecticut
|
$767M
|
+$27.4M
|
+4%
|
|
|
584
|
|
|
|
1992
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$767M
|
+$64.2M
|
+9%
|
|
|
31
|
|
|
|
1993
|
Makaira Partners
La Jolla,
California
|
$766M
|
+$77.4M
|
+11%
|
|
|
11
|
|
|
|
1994
|
Simcoe Capital Management
New York
|
$765M
|
-$72.4M
|
-9%
|
|
|
14
|
|
|
|
1995
|
Hilton Capital Management
Garden City,
New York
|
$764M
|
+$4.72M
|
+0.6%
|
|
|
127
|
|
|
|
1996
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$764M
|
+$5.37M
|
+0.7%
|
|
|
90
|
|
|
|
1997
|
Manchester Capital Management
Manchester,
Vermont
|
$764M
|
+$84.1M
|
+12%
|
|
|
1,133
|
|
|
|
1998
|
Creative Financial Designs
Kokomo,
Indiana
|
$764M
|
+$86.5M
|
+13%
|
|
|
1,454
|
|
|
|
1999
|
Versor Investments
New York
|
$763M
|
-$401M
|
-34%
|
|
|
939
|
|
|
|
2000
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$761M
|
+$40.8M
|
+6%
|
|
|
375
|
|
|