|
1976
|
SRH Advisors
Salina,
Kansas
|
$2.75M
|
–
|
–
|
–
|
|
|
1977
|
Meyer Handelman Company
Rye Brook,
New York
|
$2.75M
|
–
|
–
|
–
|
|
|
1978
|
Fortress Financial Solutions
Tucson,
Arizona
|
$2.75M
|
+$2.76M
|
+4,669
|
New
|
|
|
1979
|
Ackerman Capital Advisors
Dallas,
Texas
|
$2.75M
|
–
|
–
|
–
|
|
|
1980
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.75M
|
+$57.4K
|
+97
|
+2%
|
|
|
1981
|
Sage Rhino Capital
Menlo Park,
California
|
$2.75M
|
–
|
–
|
–
|
|
|
1982
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.74M
|
–
|
–
|
–
|
|
|
1983
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$2.74M
|
+$58.6K
|
+99
|
+2%
|
|
|
1984
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.74M
|
-$87.6K
|
-148
|
-3%
|
|
|
1985
|
Mairs & Power Inc
St Paul,
Minnesota
|
$2.74M
|
-$136K
|
-230
|
-5%
|
|
|
1986
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.73M
|
+$40.8K
|
+69
|
+2%
|
|
|
1987
|
Bearing Point Capital
Bloomington,
Minnesota
|
$2.73M
|
+$2.74M
|
+4,633
|
New
|
|
|
1988
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$2.72M
|
+$40.3K
|
+68
|
+1%
|
|
|
1989
|
Park Capital Management
Madison,
Wisconsin
|
$2.72M
|
+$2.74M
|
+4,627
|
New
|
|
|
1990
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.72M
|
+$5.92K
|
+10
|
+0.2%
|
|
|
1991
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$2.72M
|
+$336K
|
+568
|
+14%
|
|
|
1992
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.71M
|
-$176K
|
-298
|
-6%
|
|
|
1993
|
Centennial Bank
Conway,
Arkansas
|
$2.7M
|
–
|
–
|
–
|
|
|
1994
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$2.7M
|
-$101K
|
-170
|
-4%
|
|
|
1995
|
REAP Financial Group
Austin,
Texas
|
$2.69M
|
-$53.9K
|
-91
|
-2%
|
|
|
1996
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.69M
|
-$11.2K
|
-19
|
-0.4%
|
|
|
1997
|
Montgomery Investment Management
Rockville,
Maryland
|
$2.69M
|
+$236K
|
+398
|
+10%
|
|
|
1998
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.69M
|
-$42.6K
|
-72
|
-2%
|
|
|
1999
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$2.68M
|
-$37.9K
|
-64
|
-1%
|
|
|
2000
|
GHP Investment Advisors
Denver,
Colorado
|
$2.68M
|
+$51.5K
|
+87
|
+2%
|
|
