|
1976
|
Good Life Advisors
Reading,
Pennsylvania
|
$52.4M
|
-$1.54M
|
8
|
4.32%
|
Reduced
|
|
|
1977
|
Claro Advisors
Boston,
Massachusetts
|
$52.3M
|
+$3.11M
|
7
|
8.17%
|
Increased
|
|
|
1978
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$52.3M
|
+$1.61M
|
7
|
8.92%
|
Increased
|
|
|
1979
|
Little House Capital
Braintree,
Massachusetts
|
$52.3M
|
+$5.05M
|
6
|
16.35%
|
Increased
|
|
|
1980
|
Royal Fund Management
Lady Lake,
Florida
|
$52.2M
|
+$3.46M
|
9
|
4.23%
|
Increased
|
|
|
1981
|
|
$52.2M
|
+$23.6M
|
17
|
0.88%
|
Increased
|
|
|
1982
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$52.1M
|
+$10.1M
|
8
|
11.89%
|
Increased
|
|
|
1983
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$52.1M
|
-$196K
|
4
|
17.76%
|
Reduced
|
|
|
1984
|
Meridian Wealth Advisors
Austin,
Texas
|
$52.1M
|
+$1.1M
|
6
|
9.3%
|
Increased
|
|
|
1985
|
Hilltop Holdings
Dallas,
Texas
|
$52.1M
|
+$743K
|
8
|
6.02%
|
Increased
|
|
|
1986
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$52M
|
-$13.4M
|
4
|
6.21%
|
Reduced
|
|
|
1987
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$51.8M
|
-$861K
|
2
|
12.77%
|
Reduced
|
|
|
1988
|
Berkshire Capital Holdings
San Jose,
California
|
$51.8M
|
+$31.2M
|
8
|
20.93%
|
Increased
|
|
|
1989
|
Caption Management
Oklahoma City,
Oklahoma
|
$51.8M
|
+$40.4M
|
6
|
0.8%
|
Increased
|
|
|
1990
|
Parkwood LLC
Cleveland,
Ohio
|
$51.7M
|
+$4.7M
|
3
|
6.43%
|
Increased
|
|
|
1991
|
IA Venture Strategies Fund II
New York
|
$51.5M
|
-$52.7M
|
1
|
93.65%
|
Reduced
|
|
|
1992
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$51.4M
|
-$2.02M
|
8
|
11.81%
|
Reduced
|
|
|
1993
|
Firetrail Investments
Sydney, NSW,
Australia
|
$51.3M
|
+$26.9M
|
2
|
15.56%
|
Increased
|
|
|
1994
|
Point72 (DIFC)
Dubai,
United Arab Emirates
|
$51.2M
|
-$8.03M
|
8
|
1.83%
|
Reduced
|
|
|
1995
|
Knuff & Co
Foster City,
California
|
$51.2M
|
+$50.1K
|
8
|
16.6%
|
Increased
|
|
|
1996
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$51.2M
|
+$240K
|
6
|
12.78%
|
Increased
|
|
|
1997
|
Capstone Investment Advisors
New York
|
$51.1M
|
+$18.1M
|
13
|
0.16%
|
Increased
|
|
|
1998
|
Park West Asset Management
San Francisco,
California
|
$51.1M
|
+$4.61M
|
1
|
3.74%
|
Increased
|
|
|
1999
|
Merriman Wealth Management
Seattle,
Washington
|
$51.1M
|
+$910K
|
6
|
2.24%
|
Increased
|
|
|
2000
|
Blue Grotto Capital
Atlanta,
Georgia
|
$51.1M
|
-$6.27M
|
3
|
10.27%
|
Reduced
|
|
