|
1976
|
Summit Asset Management
Memphis,
Tennessee
|
$429K
|
–
|
–
|
–
|
|
|
1977
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$429K
|
+$816
|
+7
|
+0.2%
|
|
|
1978
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$425K
|
-$40.7K
|
-349
|
-9%
|
|
|
1979
|
Atwood & Palmer
Kansas City,
Missouri
|
$425K
|
–
|
–
|
–
|
|
|
1980
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$423K
|
+$466
|
+4
|
+0.1%
|
|
|
1981
|
Segment Wealth Management
Houston,
Texas
|
$423K
|
+$94K
|
+806
|
+28%
|
|
|
1982
|
Addison Advisors
Middlebury,
Vermont
|
$423K
|
+$426K
|
+3,650
|
New
|
|
|
1983
|
The Family Firm
Bethesda,
Maryland
|
$422K
|
+$1.28K
|
+11
|
+0.3%
|
|
|
1984
|
Alera Investment Advisors
Deerfield,
Illinois
|
$422K
|
+$9.09K
|
+78
|
+2%
|
|
|
1985
|
William Blair Investment Management
Chicago,
Illinois
|
$421K
|
-$53.9M
|
-462,392
|
-99%
|
|
|
1986
|
Apriem Advisors
Irvine,
California
|
$420K
|
+$5.83K
|
+50
|
+1%
|
|
|
1987
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$417K
|
-$81.6K
|
-700
|
-16%
|
|
|
1988
|
Barber Financial Group
Lenexa,
Kansas
|
$417K
|
+$117
|
+1
|
+0%
|
|
|
1989
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$411K
|
-$2.1K
|
-18
|
-0.5%
|
|
|
1990
|
Hollencrest Capital Management
Newport Beach,
California
|
$409K
|
-$48.8K
|
-419
|
-11%
|
|
|
1991
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$409K
|
–
|
–
|
–
|
|
|
1992
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$408K
|
+$73.1K
|
+627
|
+22%
|
|
|
1993
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$407K
|
-$42.3K
|
-363
|
-9%
|
|
|
1994
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$407K
|
-$17.7K
|
-152
|
-4%
|
|
|
1995
|
Cannell & Spears
New York
|
$407K
|
+$117K
|
+1,000
|
+40%
|
|
|
1996
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$406K
|
-$72.3K
|
-620
|
-15%
|
|
|
1997
|
LVW Advisors
Pittsford,
New York
|
$406K
|
-$52.3K
|
-449
|
-11%
|
|
|
1998
|
Robinson Value Management
San Antonio,
Texas
|
$406K
|
–
|
–
|
–
|
|
|
1999
|
Bickling Financial Services
Lexington,
Massachusetts
|
$406K
|
+$102K
|
+879
|
+33%
|
|
|
2000
|
Cardan Capital Partners
Denver,
Colorado
|
$405K
|
–
|
–
|
–
|
|
