|
1976
|
|
$1.03B
|
-$3.8M
|
-0.4%
|
|
|
5
|
|
|
|
1977
|
SIR Capital Management
New York
|
$1.03B
|
+$22.7M
|
+2%
|
|
|
92
|
|
|
|
1978
|
Taurus Asset Management
New York
|
$1.03B
|
+$40.1M
|
+4%
|
|
|
93
|
|
|
|
1979
|
Wellesley Asset Management
Portsmouth,
New Hampshire
|
$1.03B
|
+$82.4M
|
+9%
|
|
|
60
|
|
|
|
1980
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.03B
|
+$82.7M
|
+9%
|
|
|
177
|
|
|
|
1981
|
Callahan Advisors
Houston,
Texas
|
$1.03B
|
+$64.6M
|
+7%
|
|
|
149
|
|
|
|
1982
|
GDS Wealth Management
Flower Mound,
Texas
|
$1.03B
|
+$115M
|
+13%
|
|
|
175
|
|
|
|
1983
|
Petrus Trust Company
Dallas,
Texas
|
$1.03B
|
-$45.1M
|
-4%
|
|
|
788
|
|
|
|
1984
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.02B
|
+$88M
|
+9%
|
|
|
668
|
|
|
|
1985
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.02B
|
+$48M
|
+5%
|
|
|
139
|
|
|
|
1986
|
CVC Management Holdings II
St. Helier,
Jersey
|
$1.02B
|
+$137M
|
+15%
|
|
|
4
|
|
|
|
1987
|
Soltis Investment Advisors
St. George,
Utah
|
$1.02B
|
+$78.5M
|
+8%
|
|
|
380
|
|
|
|
1988
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$1.02B
|
+$54.2M
|
+6%
|
|
|
199
|
|
|
|
1989
|
Austin Private Wealth
Austin,
Texas
|
$1.02B
|
+$92.1M
|
+10%
|
|
|
248
|
|
|
|
1990
|
Verity & Verity
Beaufort,
South Carolina
|
$1.02B
|
+$103M
|
+11%
|
|
|
123
|
|
|
|
1991
|
Sunbelt Securities
Houston,
Texas
|
$1.02B
|
+$42.2M
|
+4%
|
|
|
1,929
|
|
|
|
1992
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$1.02B
|
+$67.6M
|
+7%
|
|
|
76
|
|
|
|
1993
|
Melqart Asset Management
London,
United Kingdom
|
$1.02B
|
-$47.3M
|
-4%
|
|
|
63
|
|
|
|
1994
|
Cable Hill Partners
Portland,
Oregon
|
$1.02B
|
+$95.1M
|
+10%
|
|
|
249
|
|
|
|
1995
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.02B
|
+$54.5M
|
+6%
|
|
|
236
|
|
|
|
1996
|
Guardian Capital Advisors
Toronto,
Ontario, Canada
|
$1.02B
|
+$76.6M
|
+8%
|
|
|
176
|
|
|
|
1997
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$1.01B
|
+$97.5M
|
+11%
|
|
|
468
|
|
|
|
1998
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.01B
|
+$87.7M
|
+9%
|
|
|
188
|
|
|
|
1999
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.01B
|
+$55.7M
|
+6%
|
|
|
1,322
|
|
|
|
2000
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$1.01B
|
+$10.5M
|
+1%
|
|
|
23
|
|
|