|
1951
|
First Merchants Corp
Muncie,
Indiana
|
$1.03M
|
+$37.2K
|
+80
|
+4%
|
|
|
1952
|
Maren Capital
Chicago,
Illinois
|
$1.03M
|
–
|
–
|
–
|
|
|
1953
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.02M
|
-$179K
|
-385
|
-16%
|
|
|
1954
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.02M
|
+$2.79K
|
+6
|
+0.3%
|
|
|
1955
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.02M
|
+$47.4K
|
+102
|
+5%
|
|
|
1956
|
Trek Financial
Scottsdale,
Arizona
|
$1.02M
|
+$47.4K
|
+102
|
+5%
|
|
|
1957
|
Cahill Wealth Management
Portage,
Michigan
|
$1.02M
|
-$1.86K
|
-4
|
-0.2%
|
|
|
1958
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$1.01M
|
+$169K
|
+363
|
+21%
|
|
|
1959
|
Alpha Family Trust
Los Angeles,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
1960
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.01M
|
+$31.2K
|
+67
|
+3%
|
|
|
1961
|
Burr Financial Services
Pleasant Hill,
California
|
$1.01M
|
-$18.6K
|
-40
|
-2%
|
|
|
1962
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$1.01M
|
-$14K
|
-30
|
-1%
|
|
|
1963
|
Boltwood Capital Management
Walnut Creek,
California
|
$1M
|
+$28.4K
|
+61
|
+3%
|
|
|
1964
|
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
|
$1M
|
+$946K
|
+2,035
|
New
|
|
|
1965
|
Atwater Malick
Lancaster,
Pennsylvania
|
$1M
|
–
|
–
|
–
|
|
|
1966
|
|
$1M
|
+$179K
|
+384
|
+23%
|
|
|
1967
|
Hemington Wealth Management
Falls Church,
Virginia
|
$998K
|
+$6.98K
|
+15
|
+0.8%
|
|
|
1968
|
Virtus ETF Advisers
New York
|
$998K
|
+$82.3K
|
+177
|
+10%
|
|
|
1969
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$997K
|
+$90.7K
|
+195
|
+11%
|
|
|
1970
|
Davies Financial Advisors
Murrieta,
California
|
$992K
|
-$64.2K
|
-138
|
-6%
|
|
|
1971
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$989K
|
+$6.51K
|
+14
|
+0.7%
|
|
|
1972
|
Van Strum & Towne
San Francisco,
California
|
$988K
|
–
|
–
|
–
|
|
|
1973
|
Naples Global Advisors
Naples,
Florida
|
$987K
|
+$37.7K
|
+81
|
+4%
|
|
|
1974
|
Canal Capital Management
Richmond,
Virginia
|
$985K
|
-$1.4K
|
-3
|
-0.2%
|
|
|
1975
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$981K
|
-$86K
|
-185
|
-9%
|
|
