|
1951
|
Downshift Financial
Boulder,
Colorado
|
$190K
|
+$183K
|
+1,384
|
New
|
|
|
1952
|
CDKV Holdings
Denver,
Colorado
|
$189K
|
-$52.8K
|
-400
|
-23%
|
|
|
1953
|
BankPlus Trust Department
Jackson,
Mississippi
|
$187K
|
+$22.4K
|
+170
|
+14%
|
|
|
1954
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$184K
|
-$1.72K
|
-13
|
-1%
|
|
|
1955
|
Evermay Wealth Management
Arlington,
Virginia
|
$184K
|
–
|
–
|
–
|
|
|
1956
|
Allspring Global Investments
Charlotte,
North Carolina
|
$183K
|
-$182K
|
-1,382
|
-51%
|
|
|
1957
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$182K
|
–
|
–
|
–
|
|
|
1958
|
TFC Financial Management
Boston,
Massachusetts
|
$172K
|
+$132
|
+1
|
+0.1%
|
|
|
1959
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$167K
|
–
|
–
|
–
|
|
|
1960
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$166K
|
+$87.7K
|
+664
|
+100%
|
|
|
1961
|
Wolff Wiese Magana
Carslbad,
California
|
$165K
|
–
|
–
|
–
|
|
|
1962
|
Center for Financial Planning
Southfied,
Michigan
|
$163K
|
-$17.3K
|
-131
|
-10%
|
|
|
1963
|
Clearstead Trust
Portland,
Maine
|
$161K
|
–
|
–
|
–
|
|
|
1964
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$155K
|
+$13.5K
|
+102
|
+10%
|
|
|
1965
|
Peck Wealth Management
White Plains,
New York
|
$154K
|
–
|
–
|
–
|
|
|
1966
|
Insight Inv LLC
El Segundo,
California
|
$153K
|
–
|
–
|
–
|
|
|
1967
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$150K
|
–
|
–
|
–
|
|
|
1968
|
West Branch Capital
Amherst,
Massachusetts
|
$150K
|
+$132
|
+1
|
+0.1%
|
|
|
1969
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$148K
|
–
|
–
|
–
|
|
|
1970
|
Realta Investment Advisors
Wilmington,
Delaware
|
$146K
|
+$132
|
+1
|
+0.1%
|
|
|
1971
|
Kerr Financial Planning
Fresno,
California
|
$144K
|
–
|
–
|
–
|
|
|
1972
|
Bulwark Capital
Fernandina Beach,
Florida
|
$144K
|
–
|
–
|
–
|
|
|
1973
|
Morling Financial Advisors
Fremont,
California
|
$143K
|
+$106K
|
+805
|
+344%
|
|
|
1974
|
Hoese & Co
Glencoe,
Minnesota
|
$142K
|
–
|
–
|
–
|
|
|
1975
|
Register Financial Advisors
Atlanta,
Georgia
|
$141K
|
–
|
–
|
–
|
|
