|
1951
|
Laidlaw Wealth Management
New York City,
New York
|
$224K
|
+$236K
|
+5,082
|
New
|
|
|
1952
|
EQ LLC
Bellevue,
Washington
|
$223K
|
+$18.4K
|
+395
|
+8%
|
|
|
1953
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$223K
|
+$236K
|
+5,073
|
New
|
|
|
1954
|
Colonial River Investments
Midlothian,
Virginia
|
$222K
|
-$1.07K
|
-23
|
-0.5%
|
|
|
1955
|
Diversified Enterprises
Wilmington,
Delaware
|
$222K
|
-$47.4K
|
-1,020
|
-17%
|
|
|
1956
|
First Foundation Advisors
Irvine,
California
|
$222K
|
-$46.1K
|
-991
|
-16%
|
|
|
1957
|
Tillman Hartley LLC
Denver,
Colorado
|
$220K
|
+$233K
|
+5,006
|
New
|
|
|
1958
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$220K
|
–
|
–
|
–
|
|
|
1959
|
Byrne Asset Management
Kingston,
New Jersey
|
$219K
|
-$17.9K
|
-385
|
-7%
|
|
|
1960
|
Wealthquest
Cincinnati,
Ohio
|
$218K
|
-$81.7K
|
-1,757
|
-26%
|
|
|
1961
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$216K
|
–
|
–
|
–
|
|
|
1962
|
Austin Wealth Management
Austin,
Texas
|
$216K
|
-$4.23K
|
-91
|
-2%
|
|
|
1963
|
Colonial Trust
Spartanburg,
South Carolina
|
$216K
|
-$51K
|
-1,097
|
-18%
|
|
|
1964
|
L.J. Altfest & Co
New York
|
$216K
|
-$9.39K
|
-202
|
-4%
|
|
|
1965
|
Chico Wealth RIA
Chico,
California
|
$215K
|
-$51.2K
|
-1,102
|
-18%
|
|
|
1966
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$215K
|
+$5.25K
|
+113
|
+2%
|
|
|
1967
|
Everstar Asset Management
Mooresville,
North Carolina
|
$215K
|
+$1.39K
|
+30
|
+0.6%
|
|
|
1968
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$214K
|
+$11.5K
|
+248
|
+5%
|
|
|
1969
|
Dudley Capital Management
Middleburg,
Virginia
|
$213K
|
-$22K
|
-474
|
-9%
|
|
|
1970
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$213K
|
+$558
|
+12
|
+0.2%
|
|
|
1971
|
Bull Street Advisors
Savannah,
Georgia
|
$212K
|
+$6.23K
|
+134
|
+2%
|
|
|
1972
|
Rainier Family Wealth
Tacoma,
Washington
|
$212K
|
+$223K
|
+4,808
|
New
|
|
|
1973
|
Farnam Financial
Phoenix,
Arizona
|
$211K
|
+$222K
|
+4,787
|
New
|
|
|
1974
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$211K
|
+$2.98K
|
+64
|
+1%
|
|
|
1975
|
|
$210K
|
+$3.72K
|
+80
|
+2%
|
|
