|
1951
|
Abound Wealth Management
Franklin,
Tennessee
|
$23.3K
|
+$345
|
+1
|
+2%
|
|
|
1952
|
Financial Connections Group
Corte Madera,
California
|
$23K
|
–
|
–
|
–
|
|
|
1953
|
Disciplina Capital Management
Nashville,
Tennessee
|
$22.8K
|
+$21.7K
|
+63
|
New
|
|
|
1954
|
Kennebec Savings Bank
Augusta,
Maine
|
$22.8K
|
+$21.7K
|
+63
|
New
|
|
|
1955
|
FSA Wealth Management
Needham,
Massachusetts
|
$22.1K
|
+$21.1K
|
+61
|
New
|
|
|
1956
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$22K
|
-$345
|
-1
|
-2%
|
|
|
1957
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$22K
|
+$345
|
+1
|
+2%
|
|
|
1958
|
Cetera Trust Company
St. Paul,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
1959
|
Pathway Financial Advisers
Auburn,
Indiana
|
$20.7K
|
-$345
|
-1
|
-2%
|
|
|
1960
|
Planned Solutions
Folsom,
California
|
$20.6K
|
+$19.7K
|
+57
|
New
|
|
|
1961
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$20.2K
|
–
|
–
|
–
|
|
|
1962
|
Tucker Asset Management
Littleton,
Colorado
|
$18.4K
|
–
|
–
|
–
|
|
|
1963
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$18.4K
|
+$12.8K
|
+37
|
+264%
|
|
|
1964
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$18.1K
|
–
|
–
|
–
|
|
|
1965
|
Bray Capital Advisors
Naples,
Florida
|
$18.1K
|
–
|
–
|
–
|
|
|
1966
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$18.1K
|
–
|
–
|
–
|
|
|
1967
|
BNP Paribas
Paris,
France
|
$18.1K
|
+$12.1K
|
+35
|
+233%
|
|
|
1968
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$17.7K
|
+$13.5K
|
+39
|
+390%
|
|
|
1969
|
First Pacific Financial
Vancouver,
Washington
|
$17.4K
|
–
|
–
|
–
|
|
|
1970
|
Centennial Bank
Conway,
Arkansas
|
$17.3K
|
-$15.5K
|
-45
|
-48%
|
|
|
1971
|
Highline Wealth Partners
Sherman Oaks,
California
|
$17.3K
|
+$14.2K
|
+41
|
+586%
|
|
|
1972
|
Mattson Financial Services
Kentwood,
Michigan
|
$17K
|
–
|
–
|
–
|
|
|
1973
|
PSI Advisors
Tampa,
Florida
|
$15.9K
|
–
|
–
|
–
|
|
|
1974
|
Signature Resources Capital Management
Newport Beach,
California
|
$15.9K
|
–
|
–
|
–
|
|
|
1975
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$15.6K
|
–
|
–
|
–
|
|
