|
1976
|
WBH Advisory
Baltimore,
Maryland
|
$972M
|
+$72.7M
|
+8%
|
|
|
320
|
|
|
|
1977
|
American Express
New York
|
$971M
|
-$71.3M
|
-7%
|
|
|
5
|
|
|
|
1978
|
Smith Anglin Financial
Dallas,
Texas
|
$969M
|
+$97.1M
|
+11%
|
|
|
213
|
|
|
|
1979
|
Telemark Asset Management
Boston,
Massachusetts
|
$968M
|
+$296M
|
+44%
|
|
|
69
|
|
|
|
1980
|
|
$967M
|
+$120M
|
+14%
|
|
|
8
|
|
|
|
1981
|
Keel Point
Huntsville,
Alabama
|
$967M
|
+$129M
|
+15%
|
|
|
393
|
|
|
|
1982
|
Iron Triangle Partners
Cos Cob,
Connecticut
|
$966M
|
+$193M
|
+25%
|
|
|
39
|
|
|
|
1983
|
Woodstock Corp
Boston,
Massachusetts
|
$966M
|
+$102M
|
+12%
|
|
|
168
|
|
|
|
1984
|
WealthPLAN Partners
Omaha,
Nebraska
|
$966M
|
-$6.99M
|
-0.7%
|
|
|
354
|
|
|
|
1985
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$965M
|
+$107M
|
+12%
|
|
|
243
|
|
|
|
1986
|
Fusion Family Wealth
Woodbury,
New York
|
$965M
|
+$78M
|
+9%
|
|
|
43
|
|
|
|
1987
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$963M
|
+$134M
|
+16%
|
|
|
443
|
|
|
|
1988
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$962M
|
+$100M
|
+12%
|
|
|
428
|
|
|
|
1989
|
Tang Capital Management
San Diego,
California
|
$960M
|
-$122M
|
-11%
|
|
|
146
|
|
|
|
1990
|
Cozad Asset Management
Champaign,
Illinois
|
$960M
|
+$93.2M
|
+11%
|
|
|
405
|
|
|
|
1991
|
Glazer Capital LLC
New York
|
$960M
|
-$10M
|
-1%
|
|
|
173
|
|
|
|
1992
|
Global Endowment Management
Charlotte,
North Carolina
|
$960M
|
+$61.4M
|
+7%
|
|
|
142
|
|
|
|
1993
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$959M
|
+$62.2M
|
+7%
|
|
|
308
|
|
|
|
1994
|
Seven Eight Capital
New York
|
$958M
|
+$93.2M
|
+11%
|
|
|
864
|
|
|
|
1995
|
Parkwood LLC
Cleveland,
Ohio
|
$957M
|
+$331M
|
+53%
|
|
|
204
|
|
|
|
1996
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$957M
|
+$59M
|
+7%
|
|
|
240
|
|
|
|
1997
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$957M
|
-$68.1M
|
-7%
|
|
|
327
|
|
|
|
1998
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$957M
|
+$79.2M
|
+9%
|
|
|
307
|
|
|
|
1999
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$957M
|
+$90.1M
|
+10%
|
|
|
1,370
|
|
|
|
2000
|
Symmetry Investments
St Helier,
Jersey
|
$955M
|
+$409M
|
+75%
|
|
|
241
|
|
|