|
1951
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$555K
|
-$41.1K
|
-790
|
-7%
|
|
|
1952
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$554K
|
+$16.5K
|
+318
|
+3%
|
|
|
1953
|
Strategic Blueprint
Atlanta,
Georgia
|
$553K
|
-$2.71M
|
-52,171
|
-83%
|
|
|
1954
|
Perritt Capital Management
Chicago,
Illinois
|
$552K
|
-$1.56K
|
-30
|
-0.3%
|
|
|
1955
|
Waverly Advisors
Birmingham,
Alabama
|
$552K
|
+$7.07K
|
+136
|
+1%
|
|
|
1956
|
Biltmore Family Office
Charlotte,
North Carolina
|
$551K
|
-$10.1K
|
-195
|
-2%
|
|
|
1957
|
Weil Company
San Diego,
California
|
$551K
|
–
|
–
|
–
|
|
|
1958
|
Investors Financial Group
Plymouth,
Minnesota
|
$549K
|
-$15.9K
|
-306
|
-3%
|
|
|
1959
|
|
$548K
|
+$20.3K
|
+390
|
+4%
|
|
|
1960
|
Investment Partners
New Philadelphia,
Ohio
|
$547K
|
-$411K
|
-7,907
|
-43%
|
|
|
1961
|
Haafor (Singapore)
Singapore
|
$546K
|
+$547K
|
+10,528
|
New
|
|
|
1962
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$545K
|
-$2.07M
|
-39,773
|
-81%
|
|
|
1963
|
TownSquare Capital
Provo,
Utah
|
$543K
|
+$58.9K
|
+1,133
|
+12%
|
|
|
1964
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$541K
|
-$1.51K
|
-29
|
-0.3%
|
|
|
1965
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$540K
|
+$10.7K
|
+206
|
+2%
|
|
|
1966
|
Quest Investment Management
Lake Oswego,
Oregon
|
$539K
|
–
|
–
|
–
|
|
|
1967
|
Merriman Wealth Management
Seattle,
Washington
|
$537K
|
-$7.43K
|
-143
|
-1%
|
|
|
1968
|
Adero Partners
Pleasanton,
California
|
$536K
|
-$728
|
-14
|
-0.1%
|
|
|
1969
|
Norris Perne & French
Grand Rapids,
Michigan
|
$536K
|
+$154K
|
+2,958
|
+40%
|
|
|
1970
|
First National Bank of South Miami
South Miami,
Florida
|
$534K
|
-$2.65K
|
-51
|
-0.5%
|
|
|
1971
|
BSW Wealth Partners
Boulder,
Colorado
|
$534K
|
+$162K
|
+3,113
|
+43%
|
|
|
1972
|
SkyOak Wealth
Southfield,
Michigan
|
$532K
|
+$6.29K
|
+121
|
+1%
|
|
|
1973
|
BHK Investment Advisors
Birmingham,
Alabama
|
$532K
|
+$119K
|
+2,295
|
+29%
|
|
|
1974
|
Hodges Capital Management
Dallas,
Texas
|
$531K
|
-$687K
|
-13,218
|
-56%
|
|
|
1975
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$531K
|
+$2.18K
|
+42
|
+0.4%
|
|
