|
1951
|
Provence Wealth Management Group
Irvine,
California
|
$31.7K
|
–
|
–
|
–
|
|
|
1952
|
Allspring Global Investments
Charlotte,
North Carolina
|
$31K
|
+$29.3K
|
+182
|
New
|
|
|
1953
|
Davidson Capital Management
Corpus Christi,
Texas
|
$30.7K
|
+$29K
|
+180
|
New
|
|
|
1954
|
McIlrath & Eck
Arlington,
Washington
|
$30.3K
|
-$6.76K
|
-42
|
-19%
|
|
|
1955
|
Thompson Investment Management
Madison,
Wisconsin
|
$29.8K
|
–
|
–
|
–
|
|
|
1956
|
Annapolis Financial Services
Annapolis,
Maryland
|
$28.7K
|
+$4.02K
|
+25
|
+17%
|
|
|
1957
|
JDM Financial Group
Austin,
Texas
|
$27.9K
|
–
|
–
|
–
|
|
|
1958
|
Rain Capital Management
Lake Oswego,
Oregon
|
$27.4K
|
+$322
|
+2
|
+1%
|
|
|
1959
|
Bangor Savings Bank
Bangor,
Maine
|
$26.8K
|
+$161
|
+1
|
+0.6%
|
|
|
1960
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$26.1K
|
+$7.56K
|
+47
|
+44%
|
|
|
1961
|
WealthCollab
Bellevue,
Washington
|
$25.2K
|
+$23.8K
|
+148
|
New
|
|
|
1962
|
True Wealth Design
Akron,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
1963
|
Chesapeake Asset Management
New York
|
$24.9K
|
-$6.11K
|
-38
|
-21%
|
|
|
1964
|
Y.D. More Investments
Ramat Gan,
Israel
|
$23.2K
|
–
|
–
|
–
|
|
|
1965
|
|
$20.6K
|
+$19.5K
|
+121
|
New
|
|
|
1966
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$20.4K
|
+$19.3K
|
+120
|
New
|
|
|
1967
|
Scarborough Advisors
Annapolis,
Maryland
|
$20.3K
|
+$19.1K
|
+119
|
New
|
|
|
1968
|
Bourgeon Capital Management
Darien,
Connecticut
|
$20.1K
|
–
|
–
|
–
|
|
|
1969
|
Tacita Capital
Toronto,
Ontario, Canada
|
$19.4K
|
+$18.3K
|
+114
|
New
|
|
|
1970
|
Atwood & Palmer
Kansas City,
Missouri
|
$19.3K
|
–
|
–
|
–
|
|
|
1971
|
Highline Wealth Partners
Sherman Oaks,
California
|
$19.2K
|
+$3.38K
|
+21
|
+23%
|
|
|
1972
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$19.1K
|
–
|
–
|
–
|
|
|
1973
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$18.4K
|
–
|
–
|
–
|
|
|
1974
|
American National Bank & Trust
Wichita Falls,
Texas
|
$18.2K
|
–
|
–
|
–
|
|
|
1975
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$17.7K
|
+$161
|
+1
|
+1%
|
|
