|
1951
|
Charter Research & Investment Group
Southport,
Connecticut
|
$287K
|
-$4.58K
|
-24
|
-2%
|
|
|
1952
|
Charles Schwab Trust
Henderson,
Nevada
|
$286K
|
+$5.35K
|
+28
|
+2%
|
|
|
1953
|
TriaGen Wealth Management
Calabasas,
California
|
$286K
|
+$3.44K
|
+18
|
+1%
|
|
|
1954
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$285K
|
–
|
–
|
–
|
|
|
1955
|
AMI Investment Management
Kendallville,
Indiana
|
$284K
|
-$20.3K
|
-106
|
-7%
|
|
|
1956
|
Heritage Financial Services
Westwood,
Massachusetts
|
$283K
|
+$268K
|
+1,403
|
New
|
|
|
1957
|
AIMZ Investment Advisors
Los Altos,
California
|
$283K
|
-$67.8K
|
-355
|
-20%
|
|
|
1958
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$283K
|
-$955
|
-5
|
-0.4%
|
|
|
1959
|
Carr Financial Group
Worcester,
Massachusetts
|
$283K
|
+$267K
|
+1,399
|
New
|
|
|
1960
|
Cooper/Haims Advisors
Victor,
New York
|
$282K
|
-$18.1K
|
-95
|
-6%
|
|
|
1961
|
Fiduciary Planning
Englewood,
Florida
|
$282K
|
+$955
|
+5
|
+0.4%
|
|
|
1962
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$282K
|
–
|
–
|
–
|
|
|
1963
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$281K
|
+$764
|
+4
|
+0.3%
|
|
|
1964
|
E&G Advisors
Houston,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
1965
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$281K
|
–
|
–
|
–
|
|
|
1966
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$281K
|
–
|
–
|
–
|
|
|
1967
|
LVZ Inc
Holland,
Michigan
|
$280K
|
–
|
–
|
–
|
|
|
1968
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$279K
|
–
|
–
|
–
|
|
|
1969
|
Payden & Rygel
Los Angeles,
California
|
$279K
|
–
|
–
|
–
|
|
|
1970
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$279K
|
–
|
–
|
–
|
|
|
1971
|
Gould Asset Management
Claremont,
California
|
$277K
|
+$262K
|
+1,373
|
New
|
|
|
1972
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$277K
|
-$17.4K
|
-91
|
-6%
|
|
|
1973
|
44 Wealth Management
Eugene,
Oregon
|
$277K
|
+$12.6K
|
+66
|
+5%
|
|
|
1974
|
Atwood & Palmer
Kansas City,
Missouri
|
$276K
|
–
|
–
|
–
|
|
|
1975
|
Barber Financial Group
Lenexa,
Kansas
|
$276K
|
+$191
|
+1
|
+0.1%
|
|
