|
1951
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$292K
|
–
|
–
|
–
|
|
|
1952
|
Omega Financial Group
Santa Barbara,
California
|
$292K
|
–
|
–
|
–
|
|
|
1953
|
Saxon Interests
Houston,
Texas
|
$292K
|
+$245
|
+1
|
+0.1%
|
|
|
1954
|
Oder Investment Management
Woodland Hills,
California
|
$291K
|
+$294K
|
+1,198
|
New
|
|
|
1955
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$290K
|
+$25.7K
|
+105
|
+10%
|
|
|
1956
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$289K
|
+$1.23K
|
+5
|
+0.4%
|
|
|
1957
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$289K
|
+$291K
|
+1,189
|
New
|
|
|
1958
|
Boston Research & Management
Manchester,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
1959
|
McIlrath & Eck
Arlington,
Washington
|
$287K
|
-$2.94K
|
-12
|
-1%
|
|
|
1960
|
Delta Asset Management
Memphis,
Tennessee
|
$287K
|
–
|
–
|
–
|
|
|
1961
|
Willner & Heller
Encino,
California
|
$286K
|
-$91.9K
|
-375
|
-24%
|
|
|
1962
|
Parthenon LLC
Louisville,
Kentucky
|
$286K
|
–
|
–
|
–
|
|
|
1963
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$285K
|
-$3.19K
|
-13
|
-1%
|
|
|
1964
|
Round Table Services
Westfield,
New Jersey
|
$285K
|
–
|
–
|
–
|
|
|
1965
|
Rock Creek Group
Washington,
District of Columbia
|
$284K
|
+$199K
|
+811
|
+227%
|
|
|
1966
|
Apexium Financial
Dallas,
Texas
|
$284K
|
+$286K
|
+1,167
|
New
|
|
|
1967
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$283K
|
-$9.8K
|
-40
|
-3%
|
|
|
1968
|
Trinity Legacy Partners
Houston,
Texas
|
$283K
|
–
|
–
|
–
|
|
|
1969
|
Curi Wealth Management
Raleigh,
North Carolina
|
$283K
|
+$15.4K
|
+63
|
+6%
|
|
|
1970
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$283K
|
-$72M
|
-293,861
|
-21%
|
|
|
1971
|
Capitol Family Office
Beaverton,
Oregon
|
$282K
|
–
|
–
|
–
|
|
|
1972
|
Regent Investment Management
Louisville,
Kentucky
|
$282K
|
–
|
–
|
–
|
|
|
1973
|
O'Rourke & Company
Boston,
Massachusetts
|
$282K
|
+$735
|
+3
|
+0.3%
|
|
|
1974
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$282K
|
+$81.1K
|
+331
|
+40%
|
|
|
1975
|
Waverly Advisors
Birmingham,
Alabama
|
$281K
|
+$12.5K
|
+51
|
+5%
|
|
