|
1951
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$323K
|
–
|
–
|
–
|
|
|
1952
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$323K
|
-$2.73K
|
-34
|
-0.9%
|
|
|
1953
|
|
$322K
|
–
|
–
|
–
|
|
|
1954
|
Carson Advisory
Athens,
Georgia
|
$322K
|
+$80
|
+1
|
+0%
|
|
|
1955
|
Summit Trail Advisors
New York
|
$321K
|
-$19K
|
-237
|
-6%
|
|
|
1956
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$321K
|
+$10.7K
|
+134
|
+4%
|
|
|
1957
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$320K
|
+$299K
|
+3,731
|
New
|
|
|
1958
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$319K
|
-$14.7K
|
-183
|
-5%
|
|
|
1959
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$319K
|
+$5.85K
|
+73
|
+2%
|
|
|
1960
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$318K
|
–
|
–
|
–
|
|
|
1961
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$318K
|
+$4.81K
|
+60
|
+2%
|
|
|
1962
|
Latitude Advisors
Vero Beach,
Florida
|
$318K
|
+$92.3K
|
+1,152
|
+44%
|
|
|
1963
|
Collective Family Office
York,
Pennsylvania
|
$317K
|
-$1.2K
|
-15
|
-0.4%
|
|
|
1964
|
Norwood Financial
Honesdale,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
1965
|
WealthBridge Capital Management
Westerville,
Ohio
|
$317K
|
+$160
|
+2
|
+0.1%
|
|
|
1966
|
55I LLC
Boston,
Massachusetts
|
$317K
|
+$300K
|
+3,743
|
New
|
|
|
1967
|
Fort Point Capital Partners
San Francisco,
California
|
$316K
|
-$70.8K
|
-883
|
-19%
|
|
|
1968
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$316K
|
–
|
–
|
–
|
|
|
1969
|
Stockman Wealth Management
Billings,
Montana
|
$314K
|
-$28.9K
|
-360
|
-9%
|
|
|
1970
|
Sompo Asset Management
Tokyo,
Japan
|
$314K
|
+$55.3K
|
+690
|
+23%
|
|
|
1971
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$312K
|
+$42.1K
|
+525
|
+16%
|
|
|
1972
|
Renasant Bank
Tupelo,
Mississippi
|
$311K
|
-$165K
|
-2,061
|
-36%
|
|
|
1973
|
OneAscent Financial Services
Birmingham,
Alabama
|
$311K
|
-$481
|
-6
|
-0.2%
|
|
|
1974
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$311K
|
+$401
|
+5
|
+0.1%
|
|
|
1975
|
Henshaw Capital
Woburn,
Massachusetts
|
$311K
|
–
|
–
|
–
|
|
