|
1951
|
Probity Advisors
Dallas,
Texas
|
$245K
|
+$234K
|
+1,198
|
New
|
|
|
1952
|
Peterson Wealth Management
Sparks,
Nevada
|
$243K
|
+$232K
|
+1,187
|
New
|
|
|
1953
|
Matthew Hamilton Rosenberg
|
$241K
|
+$20.3K
|
+104
|
+10%
|
|
|
1954
|
Parthenon LLC
Louisville,
Kentucky
|
$240K
|
–
|
–
|
–
|
|
|
1955
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$238K
|
+$976
|
+5
|
+0.4%
|
|
|
1956
|
Vigilant Capital Management
Portland,
Maine
|
$238K
|
+$3.71K
|
+19
|
+2%
|
|
|
1957
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$237K
|
-$30.7K
|
-157
|
-12%
|
|
|
1958
|
Column Capital Advisors
Indianapolis,
Indiana
|
$237K
|
-$3.71K
|
-19
|
-2%
|
|
|
1959
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$237K
|
–
|
–
|
–
|
|
|
1960
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$237K
|
+$226K
|
+1,159
|
New
|
|
|
1961
|
Heron Financial Group
New York
|
$235K
|
–
|
–
|
–
|
|
|
1962
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$235K
|
+$391
|
+2
|
+0.2%
|
|
|
1963
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$234K
|
+$223K
|
+1,144
|
New
|
|
|
1964
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$233K
|
+$3.71K
|
+19
|
+2%
|
|
|
1965
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$232K
|
-$134K
|
-688
|
-38%
|
|
|
1966
|
XML Financial
Bethesda,
Maryland
|
$232K
|
-$82K
|
-420
|
-27%
|
|
|
1967
|
Highland Private Wealth Management
Bellevue,
Washington
|
$232K
|
-$195
|
-1
|
-0.1%
|
|
|
1968
|
Financial Engines Advisors
Santa Clara,
California
|
$231K
|
+$220K
|
+1,128
|
New
|
|
|
1969
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$230K
|
-$2.34K
|
-12
|
-1%
|
|
|
1970
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$230K
|
-$1.76K
|
-9
|
-0.8%
|
|
|
1971
|
|
$230K
|
–
|
–
|
–
|
|
|
1972
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$229K
|
-$86.1K
|
-441
|
-28%
|
|
|
1973
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$229K
|
–
|
–
|
–
|
|
|
1974
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$228K
|
-$41.4K
|
-212
|
-16%
|
|
|
1975
|
Sterneck Capital Management
Kansas City,
Missouri
|
$228K
|
–
|
–
|
–
|
|
