|
1951
|
Greylin Investment Management
Orange,
Virginia
|
$250K
|
+$255K
|
+4,865
|
New
|
|
|
1952
|
Sterling Wealth Management
Champaign,
Illinois
|
$247K
|
+$253K
|
+4,818
|
New
|
|
|
1953
|
Grove Bank & Trust
Miami,
Florida
|
$247K
|
-$28.8K
|
-549
|
-10%
|
|
|
1954
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$246K
|
-$47.8K
|
-910
|
-16%
|
|
|
1955
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$246K
|
-$49.2K
|
-938
|
-16%
|
|
|
1956
|
Phoenix Financial
Givatayim,
Israel
|
$246K
|
-$976K
|
-18,600
|
-79%
|
|
|
1957
|
Americana Partners
Houston,
Texas
|
$245K
|
-$136K
|
-2,592
|
-35%
|
|
|
1958
|
Seven Mile Advisory
Ewing,
New Jersey
|
$245K
|
+$55K
|
+1,047
|
+28%
|
|
|
1959
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$243K
|
+$11K
|
+209
|
+5%
|
|
|
1960
|
B&D White Capital Company
Lakeway,
Texas
|
$243K
|
-$5.17M
|
-98,400
|
-95%
|
|
|
1961
|
Fagan Associates
Troy,
New York
|
$243K
|
-$3.25K
|
-62
|
-1%
|
|
|
1962
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$241K
|
-$5.83K
|
-111
|
-2%
|
|
|
1963
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$241K
|
-$1.84K
|
-35
|
-0.7%
|
|
|
1964
|
Seneca Financial Advisors
Rochester,
New York
|
$240K
|
+$246K
|
+4,687
|
New
|
|
|
1965
|
Trivium Point Advisory
Westport,
Connecticut
|
$239K
|
-$13.5K
|
-257
|
-5%
|
|
|
1966
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$239K
|
+$44.3K
|
+844
|
+22%
|
|
|
1967
|
Crown Wealth Group
Charlotte,
North Carolina
|
$239K
|
+$244K
|
+4,651
|
New
|
|
|
1968
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$238K
|
-$166K
|
-3,170
|
-41%
|
|
|
1969
|
Austin Private Wealth
Austin,
Texas
|
$238K
|
+$52.2K
|
+994
|
+27%
|
|
|
1970
|
Wayfinding Financial
Lynnwood,
Washington
|
$238K
|
+$9.45K
|
+180
|
+4%
|
|
|
1971
|
Bridgeworth
Birmingham,
Alabama
|
$238K
|
-$9.4K
|
-179
|
-4%
|
|
|
1972
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$236K
|
-$106K
|
-2,019
|
-31%
|
|
|
1973
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$235K
|
-$70.2K
|
-1,338
|
-23%
|
|
|
1974
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$235K
|
-$26.2K
|
-500
|
-10%
|
|
|
1975
|
Carson Advisory
Athens,
Georgia
|
$235K
|
-$31.4K
|
-598
|
-12%
|
|
