|
1976
|
Guardian Partners
Toronto,
Canada
|
$1.11B
|
+$145M
|
+15%
|
|
|
179
|
|
|
|
1977
|
Callahan Advisors
Houston,
Texas
|
$1.11B
|
+$63.4M
|
+6%
|
|
|
177
|
|
|
|
1978
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.11B
|
+$84.9M
|
+8%
|
|
|
169
|
|
|
|
1979
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$1.11B
|
+$124M
|
+13%
|
|
|
61
|
|
|
|
1980
|
Liberty 77 Capital
Washington,
District of Columbia
|
$1.11B
|
-$15.1M
|
-1%
|
|
|
6
|
|
|
|
1981
|
First Business Financial Services
Madison,
Wisconsin
|
$1.11B
|
+$91.9M
|
+9%
|
|
|
190
|
|
|
|
1982
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.11B
|
+$125M
|
+13%
|
|
|
444
|
|
|
|
1983
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$1.11B
|
+$282M
|
+34%
|
|
|
113
|
|
|
|
1984
|
Hudson Way Capital Management
Dallas,
Texas
|
$1.11B
|
+$97.5M
|
+10%
|
|
|
16
|
|
|
|
1985
|
Smith Anglin Financial
Dallas,
Texas
|
$1.1B
|
+$160M
|
+17%
|
|
|
228
|
|
|
|
1986
|
One Day In July LLC
Burlington,
Vermont
|
$1.1B
|
+$105M
|
+11%
|
|
|
145
|
|
|
|
1987
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$1.1B
|
+$152M
|
+16%
|
|
|
262
|
|
|
|
1988
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.1B
|
+$150M
|
+16%
|
|
|
292
|
|
|
|
1989
|
Situational Awareness
San Francisco,
California
|
$1.1B
|
+$554M
|
+101%
|
|
|
13
|
|
|
|
1990
|
Kintegral Advisory
New York
|
$1.1B
|
+$106M
|
+11%
|
|
|
239
|
|
|
|
1991
|
|
$1.1B
|
-$126M
|
-10%
|
|
|
45
|
|
|
|
1992
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.1B
|
+$157M
|
+17%
|
|
|
465
|
|
|
|
1993
|
Keywise Capital Management (HK)
Hong Kong
|
$1.1B
|
+$190M
|
+21%
|
|
|
15
|
|
|
|
1994
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.1B
|
+$45.4M
|
+4%
|
|
|
217
|
|
|
|
1995
|
|
$1.1B
|
+$107M
|
+11%
|
|
|
124
|
|
|
|
1996
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.09B
|
+$59.7M
|
+6%
|
|
|
178
|
|
|
|
1997
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.09B
|
+$134M
|
+14%
|
|
|
519
|
|
|
|
1998
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.09B
|
+$60.8M
|
+6%
|
|
|
143
|
|
|
|
1999
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$1.09B
|
+$106M
|
+11%
|
|
|
84
|
|
|
|
2000
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.09B
|
$0
|
0%
|
|
|
189
|
|
|