|
1951
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$859K
|
+$68.3K
|
+229
|
+8%
|
|
|
1952
|
Circle Wealth Management
Summit,
New Jersey
|
$859K
|
+$2.09K
|
+7
|
+0.2%
|
|
|
1953
|
Front Row Advisors
Tiburon,
California
|
$857K
|
–
|
–
|
–
|
|
|
1954
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$856K
|
+$895
|
+3
|
+0.1%
|
|
|
1955
|
TLWM Financial
San Antonio,
Texas
|
$855K
|
+$38.2K
|
+128
|
+5%
|
|
|
1956
|
Soltis Investment Advisors
St. George,
Utah
|
$854K
|
+$23K
|
+77
|
+3%
|
|
|
1957
|
First Financial Corp
Terre Haute,
Indiana
|
$853K
|
+$88.6K
|
+297
|
+11%
|
|
|
1958
|
Benin Management Corp
Wilton,
Connecticut
|
$853K
|
–
|
–
|
–
|
|
|
1959
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$851K
|
-$40K
|
-134
|
-4%
|
|
|
1960
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$850K
|
-$4.77K
|
-16
|
-0.5%
|
|
|
1961
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$849K
|
+$8.05K
|
+27
|
+0.9%
|
|
|
1962
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$849K
|
-$24.5K
|
-82
|
-3%
|
|
|
1963
|
Empire Financial Management Company
New York
|
$848K
|
+$5.37K
|
+18
|
+0.6%
|
|
|
1964
|
Zhang Financial
Portage,
Michigan
|
$847K
|
+$2.39K
|
+8
|
+0.3%
|
|
|
1965
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$844K
|
+$8.95K
|
+30
|
+1%
|
|
|
1966
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$844K
|
-$3.88K
|
-13
|
-0.4%
|
|
|
1967
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$842K
|
+$596
|
+2
|
+0.1%
|
|
|
1968
|
LCM Capital Management
Chicago,
Illinois
|
$840K
|
+$3.28K
|
+11
|
+0.4%
|
|
|
1969
|
LifePlan Financial
Mankato,
Minnesota
|
$840K
|
-$60.5K
|
-203
|
-7%
|
|
|
1970
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$839K
|
+$21.2K
|
+71
|
+3%
|
|
|
1971
|
Samalin Investment Counsel
Chappaqua,
New York
|
$838K
|
+$1.49K
|
+5
|
+0.2%
|
|
|
1972
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$837K
|
+$861K
|
+2,888
|
New
|
|
|
1973
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$836K
|
+$298
|
+1
|
+0%
|
|
|
1974
|
KWB Wealth
Redlands,
California
|
$836K
|
-$52.2K
|
-175
|
-6%
|
|
|
1975
|
First Dallas Securities
Dallas,
Texas
|
$833K
|
+$14.9K
|
+50
|
+2%
|
|
