|
1976
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.03B
|
+$60.4M
|
+6%
|
|
|
240
|
|
|
|
1977
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$1.03B
|
+$26.2M
|
+3%
|
|
|
138
|
|
|
|
1978
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$1.03B
|
+$32.5M
|
+3%
|
|
|
101
|
|
|
|
1979
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.03B
|
+$152M
|
+17%
|
|
|
1,223
|
|
|
|
1980
|
Central Securities
New York
|
$1.03B
|
+$15.7M
|
+2%
|
|
|
28
|
|
|
|
1981
|
|
$1.03B
|
+$83.2M
|
+9%
|
|
|
122
|
|
|
|
1982
|
|
$1.03B
|
-$3.8M
|
-0.4%
|
|
|
5
|
|
|
|
1983
|
SIR Capital Management
New York
|
$1.03B
|
+$22.7M
|
+2%
|
|
|
92
|
|
|
|
1984
|
Taurus Asset Management
New York
|
$1.03B
|
+$40.1M
|
+4%
|
|
|
93
|
|
|
|
1985
|
Wellesley Asset Management
Portsmouth,
New Hampshire
|
$1.03B
|
+$82.4M
|
+9%
|
|
|
60
|
|
|
|
1986
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.03B
|
+$82.7M
|
+9%
|
|
|
177
|
|
|
|
1987
|
Callahan Advisors
Houston,
Texas
|
$1.03B
|
+$64.6M
|
+7%
|
|
|
149
|
|
|
|
1988
|
GDS Wealth Management
Flower Mound,
Texas
|
$1.03B
|
+$115M
|
+13%
|
|
|
175
|
|
|
|
1989
|
Petrus Trust Company
Dallas,
Texas
|
$1.03B
|
-$45.1M
|
-4%
|
|
|
788
|
|
|
|
1990
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.02B
|
+$88M
|
+9%
|
|
|
668
|
|
|
|
1991
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.02B
|
+$48M
|
+5%
|
|
|
139
|
|
|
|
1992
|
CVC Management Holdings II
St. Helier,
Jersey
|
$1.02B
|
+$137M
|
+15%
|
|
|
4
|
|
|
|
1993
|
Soltis Investment Advisors
St. George,
Utah
|
$1.02B
|
+$78.5M
|
+8%
|
|
|
380
|
|
|
|
1994
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$1.02B
|
+$54.2M
|
+6%
|
|
|
199
|
|
|
|
1995
|
Austin Private Wealth
Austin,
Texas
|
$1.02B
|
+$92.1M
|
+10%
|
|
|
248
|
|
|
|
1996
|
Verity & Verity
Beaufort,
South Carolina
|
$1.02B
|
+$103M
|
+11%
|
|
|
123
|
|
|
|
1997
|
Sunbelt Securities
Houston,
Texas
|
$1.02B
|
+$42.2M
|
+4%
|
|
|
1,929
|
|
|
|
1998
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$1.02B
|
+$67.6M
|
+7%
|
|
|
76
|
|
|
|
1999
|
Melqart Asset Management
London,
United Kingdom
|
$1.02B
|
-$47.3M
|
-4%
|
|
|
63
|
|
|
|
2000
|
Cable Hill Partners
Portland,
Oregon
|
$1.02B
|
+$95.1M
|
+10%
|
|
|
249
|
|
|