|
1976
|
Levin Capital Strategies
New York
|
$901M
|
+$99.9M
|
+12%
|
|
|
290
|
|
|
|
1977
|
Soleus Capital Management
Greenwich,
Connecticut
|
$901M
|
-$91.3M
|
-9%
|
|
|
107
|
|
|
|
1978
|
Founders Financial Securities
Towson,
Maryland
|
$901M
|
+$129M
|
+17%
|
|
|
392
|
|
|
|
1979
|
Logos Global Management
San Francisco,
California
|
$899M
|
+$198M
|
+28%
|
|
|
71
|
|
|
|
1980
|
WBH Advisory
Baltimore,
Maryland
|
$899M
|
+$84.2M
|
+10%
|
|
|
313
|
|
|
|
1981
|
Trinity Street Asset Management
London,
United Kingdom
|
$899M
|
+$120M
|
+15%
|
|
|
22
|
|
|
|
1982
|
Global Endowment Management
Charlotte,
North Carolina
|
$898M
|
-$36.1M
|
-4%
|
|
|
139
|
|
|
|
1983
|
Cardiff Park Advisors
Carlsbad,
California
|
$898M
|
+$108M
|
+14%
|
|
|
341
|
|
|
|
1984
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$898M
|
+$57.6M
|
+7%
|
|
|
237
|
|
|
|
1985
|
|
$898M
|
-$1.36B
|
-60%
|
|
|
4
|
|
|
|
1986
|
Arax Advisory Partners
Denver,
Colorado
|
$898M
|
+$94.7M
|
+12%
|
|
|
1,457
|
|
|
|
1987
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$897M
|
+$94.2M
|
+12%
|
|
|
302
|
|
|
|
1988
|
Clearline Capital
New York
|
$895M
|
-$115M
|
-11%
|
|
|
135
|
|
|
|
1989
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$895M
|
+$434M
|
+94%
|
|
|
170
|
|
|
|
1990
|
|
$895M
|
+$56.1M
|
+7%
|
|
|
133
|
|
|
|
1991
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$895M
|
+$43M
|
+5%
|
|
|
53
|
|
|
|
1992
|
Mason Capital Management
New York
|
$894M
|
-$269M
|
-23%
|
|
|
9
|
|
|
|
1993
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$892M
|
+$76.3M
|
+9%
|
|
|
159
|
|
|
|
1994
|
First Ascent Asset Management
Denver,
Colorado
|
$892M
|
+$118M
|
+15%
|
|
|
53
|
|
|
|
1995
|
Bath Savings Trust
Bath,
Maine
|
$892M
|
+$78.2M
|
+10%
|
|
|
162
|
|
|
|
1996
|
Bard Financial Services
Branford,
Connecticut
|
$892M
|
+$82.8M
|
+10%
|
|
|
240
|
|
|
|
1997
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$892M
|
+$772M
|
+647%
|
|
|
131
|
|
|
|
1998
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$891M
|
+$49.2M
|
+6%
|
|
|
140
|
|
|
|
1999
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$890M
|
+$78.2M
|
+10%
|
|
|
164
|
|
|
|
2000
|
United Asset Strategies
Garden City,
New York
|
$890M
|
+$117M
|
+15%
|
|
|
254
|
|
|