|
1976
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.8M
|
+$49.5K
|
+463
|
+3%
|
|
|
1977
|
Gleason Group
Prospect,
Kentucky
|
$1.8M
|
+$16.7K
|
+156
|
+0.9%
|
|
|
1978
|
|
$1.8M
|
+$85.3K
|
+798
|
+5%
|
|
|
1979
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$1.8M
|
–
|
–
|
–
|
|
|
1980
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$1.8M
|
+$280K
|
+2,617
|
+19%
|
|
|
1981
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$1.79M
|
-$254K
|
-2,373
|
-13%
|
|
|
1982
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.79M
|
-$3.21M
|
-30,045
|
-64%
|
|
|
1983
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$1.79M
|
+$15.6K
|
+146
|
+0.9%
|
|
|
1984
|
Kennondale Capital Management
Richmond,
Virginia
|
$1.78M
|
–
|
–
|
–
|
|
|
1985
|
L & S Advisors
Los Angeles,
California
|
$1.78M
|
+$3.96K
|
+37
|
+0.2%
|
|
|
1986
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$1.78M
|
-$27.6K
|
-258
|
-2%
|
|
|
1987
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.78M
|
+$713K
|
+6,670
|
+68%
|
|
|
1988
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$1.78M
|
-$24.1K
|
-225
|
-1%
|
|
|
1989
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$1.78M
|
+$80.1K
|
+749
|
+5%
|
|
|
1990
|
Capital Square
Chattanooga,
Tennessee
|
$1.77M
|
-$44.1K
|
-413
|
-3%
|
|
|
1991
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.77M
|
+$260K
|
+2,433
|
+17%
|
|
|
1992
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.77M
|
-$29.7K
|
-278
|
-2%
|
|
|
1993
|
|
$1.77M
|
–
|
–
|
–
|
|
|
1994
|
Yacktman Asset Management
Austin,
Texas
|
$1.77M
|
–
|
–
|
–
|
|
|
1995
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$1.76M
|
+$7.16K
|
+67
|
+0.4%
|
|
|
1996
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.76M
|
+$1.02M
|
+9,588
|
+143%
|
|
|
1997
|
Cacti Asset Management
Atlanta,
Georgia
|
$1.76M
|
-$214K
|
-2,000
|
-11%
|
|
|
1998
|
Monument Capital Management
Alexandria,
Virginia
|
$1.76M
|
-$82.2K
|
-769
|
-5%
|
|
|
1999
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.75M
|
-$8.34K
|
-78
|
-0.5%
|
|
|
2000
|
E&G Advisors
Houston,
Texas
|
$1.75M
|
-$26.3K
|
-246
|
-1%
|
|
