|
1951
|
Evelyn Partners Investment Management Services
London,
|
$132K
|
+$137K
|
+2,036
|
New
|
|
|
1952
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$131K
|
+$4.29K
|
+64
|
+3%
|
|
|
1953
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
1954
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$130K
|
+$805
|
+12
|
+0.6%
|
|
|
1955
|
Citadel Advisors
Miami,
Florida
|
$126K
|
-$715K
|
-10,652
|
-85%
|
|
|
1956
|
IMG Wealth Management
Jacksonville,
Florida
|
$126K
|
-$21.2K
|
-316
|
-14%
|
|
|
1957
|
DecisionPoint Financial
Mesa,
Arizona
|
$124K
|
–
|
–
|
–
|
|
|
1958
|
Richardson Financial Services
Medway,
Massachusetts
|
$123K
|
-$4.29K
|
-64
|
-3%
|
|
|
1959
|
SBI Securities
Tokyo,
Japan
|
$123K
|
-$2.68K
|
-40
|
-2%
|
|
|
1960
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$123K
|
+$45.9K
|
+684
|
+56%
|
|
|
1961
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$122K
|
+$126K
|
+1,884
|
New
|
|
|
1962
|
Family CFO
Los Altos,
California
|
$121K
|
–
|
–
|
–
|
|
|
1963
|
Park Place Capital
Homewood,
Alabama
|
$121K
|
+$126K
|
+1,872
|
New
|
|
|
1964
|
Tompkins Financial
Ithaca,
New York
|
$120K
|
+$5.37K
|
+80
|
+5%
|
|
|
1965
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$119K
|
+$17.4K
|
+260
|
+16%
|
|
|
1966
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$118K
|
–
|
–
|
–
|
|
|
1967
|
FSA Wealth Management
Needham,
Massachusetts
|
$118K
|
+$123K
|
+1,828
|
+1,758%
|
|
|
1968
|
Greykasell Wealth Strategies
Danville,
California
|
$116K
|
+$121K
|
+1,800
|
New
|
|
|
1969
|
NWK Group
San Francisco,
California
|
$116K
|
–
|
–
|
–
|
|
|
1970
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$114K
|
+$117K
|
+1,744
|
+10,900%
|
|
|
1971
|
Front Row Advisors
Tiburon,
California
|
$113K
|
–
|
–
|
–
|
|
|
1972
|
|
$112K
|
-$47.2K
|
-704
|
-29%
|
|
|
1973
|
Tucker Asset Management
Littleton,
Colorado
|
$112K
|
-$8.86K
|
-132
|
-7%
|
|
|
1974
|
Bell Investment Advisors
Oakland,
California
|
$111K
|
–
|
–
|
–
|
|
|
1975
|
Global Financial Private Client
Sarasota,
Florida
|
$109K
|
-$268
|
-4
|
-0.2%
|
|
