|
1951
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$52.2K
|
+$26.9K
|
+79
|
+104%
|
|
|
1952
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$50.8K
|
+$51.5K
|
+151
|
New
|
|
|
1953
|
Chapman Financial Group
Kailua,
Hawaii
|
$49.8K
|
–
|
–
|
–
|
|
|
1954
|
Winch Advisory Services
Appleton,
Wisconsin
|
$48.2K
|
–
|
–
|
–
|
|
|
1955
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$48K
|
–
|
–
|
–
|
|
|
1956
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$47.8K
|
+$6.48K
|
+19
|
+15%
|
|
|
1957
|
Torren Management
San Diego,
California
|
$46.6K
|
+$47.1K
|
+138
|
New
|
|
|
1958
|
TD Capital Management
Memphis,
Tennessee
|
$46.5K
|
+$341
|
+1
|
+0.7%
|
|
|
1959
|
Bear Mountain Capital
Seattle,
Washington
|
$45K
|
–
|
–
|
–
|
|
|
1960
|
Advocate Investing Services
Woodbine,
Maryland
|
$43.8K
|
+$44.3K
|
+130
|
New
|
|
|
1961
|
DecisionPoint Financial
Mesa,
Arizona
|
$43.6K
|
+$37.5K
|
+110
|
+579%
|
|
|
1962
|
Westfuller Advisors
New York
|
$42.4K
|
-$2.05K
|
-6
|
-5%
|
|
|
1963
|
Financial Consulate
Hunt Valley,
Maryland
|
$41.6K
|
+$2.05K
|
+6
|
+5%
|
|
|
1964
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$41K
|
-$4.43K
|
-13
|
-10%
|
|
|
1965
|
GW&K Investment Management
Boston,
Massachusetts
|
$41K
|
+$1.02K
|
+3
|
+3%
|
|
|
1966
|
Seneschal Advisors
Tacoma,
Washington
|
$40.7K
|
+$7.16K
|
+21
|
+21%
|
|
|
1967
|
Access Investment Management
Atlanta,
Georgia
|
$40.6K
|
–
|
–
|
–
|
|
|
1968
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$40.4K
|
–
|
–
|
–
|
|
|
1969
|
Pioneer Family Office
North Miami Beach,
Florida
|
$40.4K
|
+$40.9K
|
+120
|
New
|
|
|
1970
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$39.9K
|
–
|
–
|
–
|
|
|
1971
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$39.4K
|
-$1.36K
|
-4
|
-3%
|
|
|
1972
|
Merited Wealth
North Bay Village,
Florida
|
$39.4K
|
+$39.9K
|
+117
|
New
|
|
|
1973
|
Abound Financial
Granite Bay,
California
|
$39.4K
|
+$39.9K
|
+117
|
New
|
|
|
1974
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$39.1K
|
–
|
–
|
–
|
|
|
1975
|
Perkins Coie Trust Company
Seattle,
Washington
|
$38.7K
|
–
|
–
|
–
|
|
