|
1951
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$606K
|
+$10.9K
|
+43
|
+2%
|
|
|
1952
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$606K
|
+$583K
|
+2,311
|
New
|
|
|
1953
|
Financial Engines Advisors
Santa Clara,
California
|
$605K
|
-$97.7K
|
-387
|
-15%
|
|
|
1954
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$604K
|
-$20.2K
|
-80
|
-3%
|
|
|
1955
|
Verus Financial Partners
Richmond,
Virginia
|
$602K
|
-$12.6K
|
-50
|
-2%
|
|
|
1956
|
Duncker Streett & Co
St. Louis,
Missouri
|
$602K
|
–
|
–
|
–
|
|
|
1957
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$602K
|
+$12.4K
|
+49
|
+2%
|
|
|
1958
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$598K
|
+$226K
|
+896
|
+67%
|
|
|
1959
|
KB Financial Partners
Princeton,
New Jersey
|
$598K
|
+$94.7K
|
+375
|
+20%
|
|
|
1960
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$597K
|
–
|
–
|
–
|
|
|
1961
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$597K
|
+$95.2K
|
+377
|
+15%
|
|
|
1962
|
NTV Asset Management
Charleston,
West Virginia
|
$596K
|
+$1.01K
|
+4
|
+0.2%
|
|
|
1963
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$594K
|
-$25.8K
|
-102
|
-4%
|
|
|
1964
|
Greylin Investment Management
Orange,
Virginia
|
$594K
|
–
|
–
|
–
|
|
|
1965
|
TCM Advisors
Martinsburg,
West Virginia
|
$593K
|
+$555K
|
+2,200
|
New
|
|
|
1966
|
Israel Discount Bank of New York
New York
|
$592K
|
-$20.2K
|
-80
|
-3%
|
|
|
1967
|
Wellington Shields & Co
New York
|
$591K
|
-$37.6K
|
-149
|
-6%
|
|
|
1968
|
TriaGen Wealth Management
Calabasas,
California
|
$590K
|
-$76.3K
|
-302
|
-12%
|
|
|
1969
|
Family Capital Trust
Peabody,
Massachusetts
|
$590K
|
-$12.6K
|
-50
|
-2%
|
|
|
1970
|
First Command Bank
Fort Worth,
Texas
|
$590K
|
–
|
–
|
–
|
|
|
1971
|
Legacy Bridge
West Des Moines,
Iowa
|
$590K
|
+$2.02K
|
+8
|
+0.4%
|
|
|
1972
|
Zhang Financial
Portage,
Michigan
|
$590K
|
+$20.2K
|
+80
|
+4%
|
|
|
1973
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
$590K
|
+$555K
|
+2,199
|
New
|
|
|
1974
|
Waterfront Wealth
Overland Park,
Kansas
|
$589K
|
-$6.31K
|
-25
|
-1%
|
|
|
1975
|
Wallace Capital Management
Dallas,
Texas
|
$589K
|
+$252
|
+1
|
+0%
|
|
