|
1951
|
Kalos Management
Alpharetta,
Georgia
|
$486K
|
+$92.8K
|
+567
|
+25%
|
|
|
1952
|
Wealthquest
Cincinnati,
Ohio
|
$485K
|
-$35.7K
|
-218
|
-7%
|
|
|
1953
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$485K
|
-$16.4K
|
-100
|
-3%
|
|
|
1954
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$485K
|
-$5.89K
|
-36
|
-1%
|
|
|
1955
|
|
$485K
|
+$222K
|
+1,356
|
+94%
|
|
|
1956
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$483K
|
+$8.02K
|
+49
|
+2%
|
|
|
1957
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$480K
|
-$9.01K
|
-55
|
-2%
|
|
|
1958
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$480K
|
+$179K
|
+1,091
|
+65%
|
|
|
1959
|
Unio Capital
Princeton,
New Jersey
|
$477K
|
-$327K
|
-2,000
|
-43%
|
|
|
1960
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$477K
|
-$41.8K
|
-255
|
-8%
|
|
|
1961
|
Weybosset Research & Management
Province,
Rhode Island
|
$476K
|
-$16.4K
|
-100
|
-4%
|
|
|
1962
|
XR Securities
Chicago,
Illinois
|
$475K
|
-$521K
|
-3,179
|
-54%
|
|
|
1963
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$474K
|
+$7.2K
|
+44
|
+2%
|
|
|
1964
|
South Texas Money Management
San Antonio,
Texas
|
$470K
|
-$30.3K
|
-185
|
-6%
|
|
|
1965
|
UBS O'Connor
Chicago,
Illinois
|
$469K
|
-$723K
|
-4,415
|
-62%
|
|
|
1966
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$469K
|
-$819
|
-5
|
-0.2%
|
|
|
1967
|
Aristotle Capital Management
Los Angeles,
California
|
$469K
|
–
|
–
|
–
|
|
|
1968
|
West Oak Capital
Westlake Village,
California
|
$469K
|
–
|
–
|
–
|
|
|
1969
|
HeadInvest LLC
Portland,
Maine
|
$468K
|
+$32.7K
|
+200
|
+8%
|
|
|
1970
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$468K
|
+$45.8K
|
+280
|
+12%
|
|
|
1971
|
|
$461K
|
-$26.5K
|
-162
|
-6%
|
|
|
1972
|
Hayden Royal
Charlotte,
North Carolina
|
$461K
|
+$35.4K
|
+216
|
+9%
|
|
|
1973
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$456K
|
–
|
–
|
–
|
|
|
1974
|
Domani Wealth
Lancaster,
Pennsylvania
|
$455K
|
-$26.7K
|
-163
|
-6%
|
|
|
1975
|
Cheviot Value Management
Beverly Hills,
California
|
$455K
|
–
|
–
|
–
|
|
