|
1951
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$132K
|
+$543
|
+8
|
+0.4%
|
|
|
1952
|
Richardson Financial Services
Medway,
Massachusetts
|
$130K
|
-$543
|
-8
|
-0.4%
|
|
|
1953
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$130K
|
+$543
|
+8
|
+0.4%
|
|
|
1954
|
Allspring Global Investments
Charlotte,
North Carolina
|
$130K
|
–
|
–
|
–
|
|
|
1955
|
Legacy Bridge
West Des Moines,
Iowa
|
$129K
|
–
|
–
|
–
|
|
|
1956
|
SBI Securities
Tokyo,
Japan
|
$128K
|
+$132K
|
+1,940
|
New
|
|
|
1957
|
DecisionPoint Financial
Mesa,
Arizona
|
$127K
|
+$20.1K
|
+296
|
+18%
|
|
|
1958
|
Family CFO
Los Altos,
California
|
$124K
|
+$50.5K
|
+744
|
+66%
|
|
|
1959
|
Tucker Asset Management
Littleton,
Colorado
|
$123K
|
-$13.6K
|
-200
|
-10%
|
|
|
1960
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$121K
|
+$4.89K
|
+72
|
+4%
|
|
|
1961
|
NWK Group
San Francisco,
California
|
$118K
|
–
|
–
|
–
|
|
|
1962
|
Zions Bancorporation
Salt Lake City,
Utah
|
$118K
|
–
|
–
|
–
|
|
|
1963
|
Tompkins Financial
Ithaca,
New York
|
$117K
|
-$27.2K
|
-400
|
-18%
|
|
|
1964
|
Front Row Advisors
Tiburon,
California
|
$115K
|
–
|
–
|
–
|
|
|
1965
|
Bell Investment Advisors
Oakland,
California
|
$113K
|
–
|
–
|
–
|
|
|
1966
|
Talon Private Wealth
The Villages,
Florida
|
$113K
|
–
|
–
|
–
|
|
|
1967
|
Global Financial Private Client
Sarasota,
Florida
|
$112K
|
–
|
–
|
–
|
|
|
1968
|
Broadwater Capital
Boston,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
1969
|
Denver PWM
Denver,
Colorado
|
$110K
|
–
|
–
|
–
|
|
|
1970
|
Avalon Trust
Santa Fe,
New Mexico
|
$106K
|
–
|
–
|
–
|
|
|
1971
|
Abound Wealth Management
Franklin,
Tennessee
|
$105K
|
+$19.8K
|
+292
|
+23%
|
|
|
1972
|
Frazier Financial Advisors
Columbus,
Ohio
|
$104K
|
-$7.6K
|
-112
|
-7%
|
|
|
1973
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$104K
|
+$107K
|
+1,580
|
New
|
|
|
1974
|
Pacifica Partners
Surrey,
Canada
|
$102K
|
–
|
–
|
–
|
|
|
1975
|
MCF Advisors
Covington,
Kentucky
|
$101K
|
+$26.1K
|
+384
|
+34%
|
|
