|
1951
|
Westfuller Advisors
New York
|
$13.4K
|
+$1.9K
|
+6
|
+18%
|
|
|
1952
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$13.4K
|
-$5.07K
|
-16
|
-28%
|
|
|
1953
|
Coastline Trust
Providence,
Rhode Island
|
$13.4K
|
–
|
–
|
–
|
|
|
1954
|
Evolution Wealth Management
Fort Myers,
Florida
|
$13.4K
|
+$12.7K
|
+40
|
New
|
|
|
1955
|
Winthrop Capital Management
Carmel,
Indiana
|
$13K
|
–
|
–
|
–
|
|
|
1956
|
Bullock Wealth Management
Bloomington,
Indiana
|
$12.5K
|
+$12.7K
|
+40
|
New
|
|
|
1957
|
High Note Wealth
Deephaven,
Minnesota
|
$11.7K
|
-$2.22K
|
-7
|
-17%
|
|
|
1958
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$11.7K
|
+$1.59K
|
+5
|
+17%
|
|
|
1959
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$11.7K
|
+$11.1K
|
+35
|
New
|
|
|
1960
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$11.4K
|
+$634
|
+2
|
+6%
|
|
|
1961
|
Financial Perspectives
Minneapolis,
Minnesota
|
$10.7K
|
+$10.1K
|
+32
|
New
|
|
|
1962
|
Elevation Wealth Partners
Santa Rosa,
California
|
$10K
|
–
|
–
|
–
|
|
|
1963
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
1964
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$9.71K
|
+$9.2K
|
+29
|
New
|
|
|
1965
|
Cordant Inc
Portland,
Oregon
|
$9.55K
|
+$9.2K
|
+29
|
New
|
|
|
1966
|
Planning Strategies
Lancaster,
Pennsylvania
|
$9.38K
|
+$8.88K
|
+28
|
New
|
|
|
1967
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$9.38K
|
+$8.88K
|
+28
|
New
|
|
|
1968
|
Whipplewood Advisors
Littleton,
Colorado
|
$9.04K
|
-$87.9K
|
-277
|
-91%
|
|
|
1969
|
Marshall Investment Management
Littleton,
Colorado
|
$8.71K
|
+$634
|
+2
|
+8%
|
|
|
1970
|
Golden State Equity Partners
South Coast Metro,
California
|
$8.39K
|
-$1.42M
|
-4,471
|
-99%
|
|
|
1971
|
Wiser Advisor Group
Phoenix,
Arizona
|
$8.37K
|
–
|
–
|
–
|
|
|
1972
|
Aspect Partners
Fairfax,
Virginia
|
$8.37K
|
-$3.81K
|
-12
|
-32%
|
|
|
1973
|
WealthCollab
Bellevue,
Washington
|
$8.04K
|
+$4.76K
|
+15
|
+167%
|
|
|
1974
|
IMG Wealth Management
Jacksonville,
Florida
|
$7.7K
|
+$6.34K
|
+20
|
+667%
|
|
|
1975
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$7.37K
|
+$2.22K
|
+7
|
+47%
|
|
