|
1951
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$31.5K
|
+$9.74K
|
+64
|
+56%
|
|
|
1952
|
Versant Capital Management
Phoenix,
Arizona
|
$31.2K
|
–
|
–
|
–
|
|
|
1953
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$30.8K
|
–
|
–
|
–
|
|
|
1954
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$30.8K
|
+$15.8K
|
+104
|
+149%
|
|
|
1955
|
Chilton Capital Management
Houston,
Texas
|
$30.7K
|
+$6.69K
|
+44
|
+34%
|
|
|
1956
|
FWL Investment Management
Dallas,
Texas
|
$29.6K
|
–
|
–
|
–
|
|
|
1957
|
Kelly Financial Services
Braintree,
Massachusetts
|
$29.3K
|
–
|
–
|
–
|
|
|
1958
|
West Branch Capital
Amherst,
Massachusetts
|
$29.1K
|
-$9.89K
|
-65
|
-28%
|
|
|
1959
|
|
$28.5K
|
-$4.72K
|
-31
|
-16%
|
|
|
1960
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$28.4K
|
–
|
–
|
–
|
|
|
1961
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$26.4K
|
+$1.52K
|
+10
|
+7%
|
|
|
1962
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$26.3K
|
+$1.52K
|
+10
|
+7%
|
|
|
1963
|
GW&K Investment Management
Boston,
Massachusetts
|
$26K
|
-$2.13K
|
-14
|
-9%
|
|
|
1964
|
Evolution Advisers
Richmond,
Virginia
|
$26K
|
–
|
–
|
–
|
|
|
1965
|
PrairieView Partners
St. Paul,
Minnesota
|
$26K
|
+$152
|
+1
|
+0.7%
|
|
|
1966
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$24.8K
|
–
|
–
|
–
|
|
|
1967
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$24.3K
|
–
|
–
|
–
|
|
|
1968
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$24K
|
–
|
–
|
–
|
|
|
1969
|
Frazier Financial Advisors
Columbus,
Ohio
|
$23.4K
|
+$8.82K
|
+58
|
+78%
|
|
|
1970
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$23.4K
|
–
|
–
|
–
|
|
|
1971
|
MCF Advisors
Covington,
Kentucky
|
$23K
|
-$539K
|
-3,543
|
-96%
|
|
|
1972
|
Centennial Bank
Conway,
Arkansas
|
$22.3K
|
+$10K
|
+66
|
+110%
|
|
|
1973
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$22.3K
|
–
|
–
|
–
|
|
|
1974
|
Valued Wealth Advisors
Holladay,
Utah
|
$22.3K
|
-$609
|
-4
|
-3%
|
|
|
1975
|
Frank Rimerman Advisors
Palo Alto,
California
|
$22.2K
|
+$152
|
+1
|
+0.8%
|
|
