|
1951
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$469K
|
+$17.9K
|
+56
|
+5%
|
|
|
1952
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$469K
|
-$320
|
-1
|
-0.1%
|
|
|
1953
|
Gratus Capital
Atlanta,
Georgia
|
$468K
|
+$408K
|
+1,277
|
New
|
|
|
1954
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$468K
|
-$366K
|
-1,144
|
-47%
|
|
|
1955
|
Avity Investment Management
Greenwich,
Connecticut
|
$467K
|
-$7.99K
|
-25
|
-2%
|
|
|
1956
|
Alera Investment Advisors
Deerfield,
Illinois
|
$465K
|
-$243K
|
-761
|
-37%
|
|
|
1957
|
Alpha Family Trust
Los Angeles,
California
|
$465K
|
–
|
–
|
–
|
|
|
1958
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$465K
|
+$16.9K
|
+53
|
+4%
|
|
|
1959
|
Westover Capital Advisors
Wilmington,
Delaware
|
$465K
|
+$27.2K
|
+85
|
+7%
|
|
|
1960
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$464K
|
-$50.2K
|
-157
|
-11%
|
|
|
1961
|
SageView Advisory Group
Newport Beach,
California
|
$462K
|
-$58.5K
|
-183
|
-13%
|
|
|
1962
|
North Star Asset Management
Neenah,
Wisconsin
|
$462K
|
-$6.39K
|
-20
|
-2%
|
|
|
1963
|
Smart Portfolios LLC
Seattle,
Washington
|
$462K
|
+$14.4K
|
+45
|
+4%
|
|
|
1964
|
FSA Advisors
Troy,
Michigan
|
$462K
|
+$32.9K
|
+103
|
+9%
|
|
|
1965
|
Isthmus Partners
Madison,
Wisconsin
|
$461K
|
-$32K
|
-100
|
-7%
|
|
|
1966
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$460K
|
–
|
–
|
–
|
|
|
1967
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$459K
|
+$56.6K
|
+177
|
+16%
|
|
|
1968
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$458K
|
+$320K
|
+1,000
|
+400%
|
|
|
1969
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$457K
|
-$127K
|
-396
|
-24%
|
|
|
1970
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$457K
|
–
|
–
|
–
|
|
|
1971
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$457K
|
-$27.5K
|
-86
|
-6%
|
|
|
1972
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$456K
|
+$398K
|
+1,245
|
New
|
|
|
1973
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$456K
|
–
|
–
|
–
|
|
|
1974
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$455K
|
-$6.39K
|
-20
|
-2%
|
|
|
1975
|
Millington Financial Advisors
Naperville,
Illinois
|
$454K
|
+$1.6K
|
+5
|
+0.4%
|
|
