|
1951
|
Physician Wealth Advisors
Midvale,
Utah
|
$71.1K
|
–
|
–
|
–
|
|
|
1952
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$69.8K
|
–
|
–
|
–
|
|
|
1953
|
Hughes Financial Services
Herndon,
Virginia
|
$68.3K
|
–
|
–
|
–
|
|
|
1954
|
West Financial Advisors
Des Moines,
Iowa
|
$67.5K
|
+$35.5K
|
+227
|
+114%
|
|
|
1955
|
CrossGen Wealth
Greenville,
North Carolina
|
$67K
|
–
|
–
|
–
|
|
|
1956
|
Graney & King
Latham,
New York
|
$66.3K
|
+$156
|
+1
|
+0.2%
|
|
|
1957
|
Winthrop Capital Management
Carmel,
Indiana
|
$65K
|
–
|
–
|
–
|
|
|
1958
|
Pacifica Partners
Surrey,
Canada
|
$64.7K
|
-$3.13K
|
-20
|
-5%
|
|
|
1959
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$63.7K
|
+$313
|
+2
|
+0.5%
|
|
|
1960
|
Barclays
London,
United Kingdom
|
$63.2K
|
+$31.3K
|
+200
|
+100%
|
|
|
1961
|
Corsicana & Co
Corsicana,
Texas
|
$59.3K
|
–
|
–
|
–
|
|
|
1962
|
DecisionPoint Financial
Mesa,
Arizona
|
$57.6K
|
+$18.6K
|
+119
|
+49%
|
|
|
1963
|
Align Financial
Hermantown,
Minnesota
|
$56.9K
|
–
|
–
|
–
|
|
|
1964
|
Burnham & Co
Grand Rapids,
Michigan
|
$56.9K
|
+$56.3K
|
+360
|
New
|
|
|
1965
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$55K
|
–
|
–
|
–
|
|
|
1966
|
Westend Capital Management
Sausalito,
California
|
$54.5K
|
+$53.9K
|
+345
|
New
|
|
|
1967
|
Tradewinds Capital Management
Bellingham,
Washington
|
$54K
|
+$313
|
+2
|
+0.6%
|
|
|
1968
|
First United Bank & Trust
Oakland,
Maryland
|
$53.9K
|
+$17.3K
|
+111
|
+48%
|
|
|
1969
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$52.8K
|
–
|
–
|
–
|
|
|
1970
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$52.5K
|
–
|
–
|
–
|
|
|
1971
|
Financial Consulate
Hunt Valley,
Maryland
|
$52K
|
–
|
–
|
–
|
|
|
1972
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$50.6K
|
+$50K
|
+320
|
New
|
|
|
1973
|
Allspring Global Investments
Charlotte,
North Carolina
|
$49K
|
+$29.9K
|
+191
|
+162%
|
|
|
1974
|
Creative Capital Management Investments
San Diego,
California
|
$47.9K
|
–
|
–
|
–
|
|
|
1975
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$47.4K
|
+$15.6K
|
+100
|
+50%
|
|
