|
1951
|
OneAscent Financial Services
Birmingham,
Alabama
|
$691K
|
+$277K
|
+3,370
|
+77%
|
|
|
1952
|
Biltmore Family Office
Charlotte,
North Carolina
|
$691K
|
-$37K
|
-450
|
-5%
|
|
|
1953
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$691K
|
–
|
–
|
–
|
|
|
1954
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$691K
|
+$638K
|
+7,750
|
New
|
|
|
1955
|
Astoria Portfolio Advisors
New York
|
$690K
|
-$2.47K
|
-30
|
-0.4%
|
|
|
1956
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$689K
|
+$28.8K
|
+350
|
+4%
|
|
|
1957
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$688K
|
+$635K
|
+7,720
|
New
|
|
|
1958
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$687K
|
+$45.3K
|
+550
|
+8%
|
|
|
1959
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$685K
|
-$210K
|
-2,550
|
-25%
|
|
|
1960
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$685K
|
-$18.1K
|
-220
|
-3%
|
|
|
1961
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$684K
|
–
|
–
|
–
|
|
|
1962
|
Emerald Advisors
Bellevue,
Washington
|
$682K
|
–
|
–
|
–
|
|
|
1963
|
Merriman Wealth Management
Seattle,
Washington
|
$681K
|
+$15.6K
|
+190
|
+3%
|
|
|
1964
|
Virtue Capital Management
Brentwood,
Tennessee
|
$681K
|
-$47.7K
|
-580
|
-7%
|
|
|
1965
|
Williamson Legacy Group
Carmel,
Indiana
|
$680K
|
+$628K
|
+7,630
|
New
|
|
|
1966
|
Wayfinding Financial
Lynnwood,
Washington
|
$679K
|
+$627K
|
+7,620
|
New
|
|
|
1967
|
ORG Wealth Partners
Dallas,
Texas
|
$677K
|
+$34.6K
|
+420
|
+6%
|
|
|
1968
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$677K
|
-$511K
|
-6,210
|
-47%
|
|
|
1969
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$677K
|
-$28.8K
|
-350
|
-4%
|
|
|
1970
|
SignalPoint Asset Management
Springfield,
Missouri
|
$675K
|
-$125K
|
-1,520
|
-17%
|
|
|
1971
|
Hartline Investment Corp
Winnetka,
Illinois
|
$675K
|
-$8.23K
|
-100
|
-1%
|
|
|
1972
|
Lodestar Private Asset Management
Alamo,
California
|
$673K
|
-$97.9K
|
-1,190
|
-14%
|
|
|
1973
|
Fedenia Advisers
Madison,
Wisconsin
|
$673K
|
+$621K
|
+7,550
|
New
|
|
|
1974
|
Prostatis Group
Hanover,
Maryland
|
$672K
|
+$22.2K
|
+270
|
+4%
|
|
|
1975
|
Able Wealth Management
Toms River,
New Jersey
|
$672K
|
+$3.29K
|
+40
|
+0.5%
|
|
