|
1951
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$596K
|
–
|
–
|
–
|
|
|
1952
|
Univest Financial
Souderton,
Pennsylvania
|
$596K
|
+$8.1K
|
+137
|
+1%
|
|
|
1953
|
WESCAP Management Group
Glendale,
California
|
$595K
|
+$59.2K
|
+1,000
|
+10%
|
|
|
1954
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$594K
|
-$25.2K
|
-426
|
-4%
|
|
|
1955
|
Stevard LLC
Chicago,
Illinois
|
$594K
|
–
|
–
|
–
|
|
|
1956
|
Circle Wealth Management
Summit,
New Jersey
|
$594K
|
+$19.9K
|
+337
|
+3%
|
|
|
1957
|
Argent Wealth Management
Waltham,
Massachusetts
|
$591K
|
-$20.7K
|
-350
|
-3%
|
|
|
1958
|
GM Advisory Group
Melville,
New York
|
$590K
|
+$11.9K
|
+201
|
+2%
|
|
|
1959
|
Ayrshire Capital Management
Westport,
Connecticut
|
$590K
|
+$32.4K
|
+548
|
+5%
|
|
|
1960
|
Creative Financial Designs
Kokomo,
Indiana
|
$589K
|
-$50.2K
|
-849
|
-7%
|
|
|
1961
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$589K
|
-$30.1K
|
-508
|
-4%
|
|
|
1962
|
Investors Financial Group
Plymouth,
Minnesota
|
$586K
|
+$7.33K
|
+124
|
+1%
|
|
|
1963
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$582K
|
-$29.5K
|
-498
|
-4%
|
|
|
1964
|
Vista Capital Partners
Portland,
Oregon
|
$579K
|
-$204K
|
-3,456
|
-24%
|
|
|
1965
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$577K
|
+$237
|
+4
|
+0%
|
|
|
1966
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$573K
|
+$64.8K
|
+1,096
|
+12%
|
|
|
1967
|
First Command Bank
Fort Worth,
Texas
|
$573K
|
+$121K
|
+2,050
|
+24%
|
|
|
1968
|
First Command Financial Services
Fort Worth,
Texas
|
$573K
|
+$121K
|
+2,050
|
+24%
|
|
|
1969
|
Pin Oak Investment Advisors
Houston,
Texas
|
$572K
|
-$35.5K
|
-600
|
-5%
|
|
|
1970
|
HMS Capital Management
Nashville,
Tennessee
|
$572K
|
+$246K
|
+4,151
|
+65%
|
|
|
1971
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$571K
|
-$59.5K
|
-1,006
|
-8%
|
|
|
1972
|
SkyOak Wealth
Southfield,
Michigan
|
$571K
|
-$18.9K
|
-319
|
-3%
|
|
|
1973
|
Family Management
New York
|
$570K
|
-$26.3K
|
-445
|
-4%
|
|
|
1974
|
Jones Financial Companies
Des Peres,
Missouri
|
$567K
|
-$303K
|
-5,127
|
-33%
|
|
|
1975
|
Nadler Financial Group
Deerfield,
Illinois
|
$563K
|
-$52.5K
|
-888
|
-8%
|
|
