|
1951
|
ORG Wealth Partners
Dallas,
Texas
|
$60.5K
|
+$58.8K
|
+536
|
New
|
|
|
1952
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$60.1K
|
+$58.4K
|
+532
|
New
|
|
|
1953
|
Angeles Wealth Management
Santa Monica,
California
|
$56.7K
|
–
|
–
|
–
|
|
|
1954
|
Studio Investment Management
Chicago,
Illinois
|
$56K
|
–
|
–
|
–
|
|
|
1955
|
Front Row Advisors
Tiburon,
California
|
$55.3K
|
-$249K
|
-2,270
|
-82%
|
|
|
1956
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$55K
|
–
|
–
|
–
|
|
|
1957
|
Creative Capital Management Investments
San Diego,
California
|
$54.6K
|
–
|
–
|
–
|
|
|
1958
|
Legacy Investment Solutions
Meridian,
Idaho
|
$53.9K
|
+$50.3K
|
+458
|
New
|
|
|
1959
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$53.9K
|
+$50.3K
|
+458
|
New
|
|
|
1960
|
Hartford Financial Management
Hartford,
Connecticut
|
$52.4K
|
–
|
–
|
–
|
|
|
1961
|
Creekmur Asset Management
Morton,
Illinois
|
$49.7K
|
-$18.2K
|
-166
|
-27%
|
|
|
1962
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$49.3K
|
–
|
–
|
–
|
|
|
1963
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$49.2K
|
+$220
|
+2
|
+0.5%
|
|
|
1964
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$49K
|
–
|
–
|
–
|
|
|
1965
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$47.9K
|
–
|
–
|
–
|
|
|
1966
|
Blume Capital Management
Berkeley,
California
|
$47.6K
|
–
|
–
|
–
|
|
|
1967
|
Windsor Advisory Group
Columbus,
Ohio
|
$45.2K
|
+$43.9K
|
+400
|
New
|
|
|
1968
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$44.5K
|
-$7.03K
|
-64
|
-14%
|
|
|
1969
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$44.5K
|
–
|
–
|
–
|
|
|
1970
|
Covestor
London,
United Kingdom
|
$41K
|
-$2.42K
|
-22
|
-6%
|
|
|
1971
|
Main Street Group
Glen Allen,
Virginia
|
$39.6K
|
-$220
|
-2
|
-0.6%
|
|
|
1972
|
Richard Bernstein Advisors
New York
|
$38.5K
|
–
|
–
|
–
|
|
|
1973
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$37.3K
|
+$36.2K
|
+330
|
New
|
|
|
1974
|
Elevation Wealth Partners
Santa Rosa,
California
|
$34.5K
|
–
|
–
|
–
|
|
|
1975
|
Sachetta
Lynnfield,
Massachusetts
|
$34K
|
+$22.2K
|
+202
|
+202%
|
|
