|
1951
|
Parsons Capital Management
Providence,
Rhode Island
|
$644K
|
+$39.2K
|
+100
|
+6%
|
|
|
1952
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$643K
|
+$745K
|
+1,903
|
New
|
|
|
1953
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$643K
|
+$40.7K
|
+104
|
+6%
|
|
|
1954
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$643K
|
+$40K
|
+102
|
+6%
|
|
|
1955
|
Red Door Wealth Management
Memphis,
Tennessee
|
$642K
|
+$200K
|
+511
|
+37%
|
|
|
1956
|
Avanda Investment Management
Singapore
|
$642K
|
-$431K
|
-1,100
|
-37%
|
|
|
1957
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$641K
|
–
|
–
|
–
|
|
|
1958
|
Tradewinds LLC
Raleigh,
North Carolina
|
$640K
|
-$15.3K
|
-39
|
-3%
|
|
|
1959
|
McIlrath & Eck
Arlington,
Washington
|
$637K
|
+$470K
|
+1,200
|
+175%
|
|
|
1960
|
Global Assets Advisory
Orlando,
Florida
|
$636K
|
-$53.3K
|
-136
|
-7%
|
|
|
1961
|
Pingora Partners
Wilson,
Wyoming
|
$635K
|
-$913K
|
-2,330
|
-55%
|
|
|
1962
|
|
$635K
|
+$23.9K
|
+61
|
+3%
|
|
|
1963
|
Levin Capital Strategies
New York
|
$635K
|
+$736K
|
+1,879
|
New
|
|
|
1964
|
|
$635K
|
+$78.3K
|
+200
|
+12%
|
|
|
1965
|
North Star Investment Management
Chicago,
Illinois
|
$634K
|
-$10.2K
|
-26
|
-1%
|
|
|
1966
|
Advisory Alpha
Holland,
Michigan
|
$634K
|
-$354K
|
-903
|
-33%
|
|
|
1967
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$633K
|
–
|
–
|
–
|
|
|
1968
|
Midland Wealth Advisors
Effingham,
Illinois
|
$632K
|
+$27.8K
|
+71
|
+4%
|
|
|
1969
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$632K
|
+$110K
|
+281
|
+30%
|
|
|
1970
|
BNC Wealth Management
Beaverton,
Oregon
|
$631K
|
-$94.8K
|
-242
|
-11%
|
|
|
1971
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$629K
|
+$142K
|
+362
|
+24%
|
|
|
1972
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$629K
|
+$729K
|
+1,861
|
New
|
|
|
1973
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$626K
|
-$195K
|
-498
|
-21%
|
|
|
1974
|
WealthBridge Capital Management
Westerville,
Ohio
|
$625K
|
+$19.6K
|
+50
|
+3%
|
|
|
1975
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$624K
|
+$724K
|
+1,848
|
New
|
|
