|
1951
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$945K
|
-$1.39K
|
-7
|
-0.1%
|
|
|
1952
|
MV Capital Management
Bethesda,
Maryland
|
$943K
|
-$127K
|
-637
|
-12%
|
|
|
1953
|
Pavion Blue Capital
Newport Beach,
California
|
$941K
|
–
|
–
|
–
|
|
|
1954
|
Emerald Advisors
Bellevue,
Washington
|
$939K
|
+$67.4K
|
+339
|
+7%
|
|
|
1955
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$937K
|
-$2.98K
|
-15
|
-0.3%
|
|
|
1956
|
Lombard Odier Asset Management (USA)
New York
|
$937K
|
-$356K
|
-1,789
|
-27%
|
|
|
1957
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$937K
|
+$64K
|
+322
|
+7%
|
|
|
1958
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$935K
|
+$429K
|
+2,157
|
+80%
|
|
|
1959
|
Olistico Wealth
Tulsa,
Oklahoma
|
$935K
|
–
|
–
|
–
|
|
|
1960
|
Beaumont Asset Management
Beaumont,
Texas
|
$933K
|
+$7.75K
|
+39
|
+0.8%
|
|
|
1961
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$933K
|
-$62.8K
|
-316
|
-6%
|
|
|
1962
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$932K
|
+$3.18K
|
+16
|
+0.3%
|
|
|
1963
|
|
$931K
|
–
|
–
|
–
|
|
|
1964
|
Weaver Consulting Group
Huntington Beach,
California
|
$930K
|
+$1.59K
|
+8
|
+0.2%
|
|
|
1965
|
Tompkins Financial
Ithaca,
New York
|
$930K
|
-$4.57K
|
-23
|
-0.5%
|
|
|
1966
|
Clearstead Trust
Portland,
Maine
|
$927K
|
-$19.3K
|
-97
|
-2%
|
|
|
1967
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$923K
|
+$16.3K
|
+82
|
+2%
|
|
|
1968
|
TAGStone Capital
Charlotte,
North Carolina
|
$923K
|
+$590K
|
+2,968
|
+163%
|
|
|
1969
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$922K
|
-$251K
|
-1,263
|
-21%
|
|
|
1970
|
Addison Advisors
Middlebury,
Vermont
|
$918K
|
+$6.96K
|
+35
|
+0.7%
|
|
|
1971
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$917K
|
+$13.5K
|
+68
|
+1%
|
|
|
1972
|
USA Financial Formulas
Ada,
Michigan
|
$916K
|
-$186K
|
-936
|
-16%
|
|
|
1973
|
Perennial Investment Advisors
Los Angeles,
California
|
$915K
|
+$54.9K
|
+276
|
+6%
|
|
|
1974
|
Gilpin Wealth Management
Denver,
Colorado
|
$915K
|
-$45.3K
|
-228
|
-5%
|
|
|
1975
|
Atala Financial
Calabasas,
California
|
$914K
|
+$20.3K
|
+102
|
+2%
|
|
