|
1951
|
Caitlin John
Brighton,
Michigan
|
$973
|
-$727
|
-2
|
-40%
|
|
|
1952
|
Elevated Capital Advisors
Sandy,
Utah
|
$953
|
–
|
–
|
–
|
|
|
1953
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$943
|
+$1.09K
|
+3
|
New
|
|
|
1954
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$940
|
+$1.09K
|
+3
|
New
|
|
|
1955
|
Kings Path Partners
Sugar Land,
Texas
|
$939
|
+$1.09K
|
+3
|
New
|
|
|
1956
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$645
|
-$1.15M
|
-3,169
|
-61%
|
|
|
1957
|
Breakwater Investment Management
Seattle,
Washington
|
$627
|
–
|
–
|
–
|
|
|
1958
|
Sunrise Financial Services
Burien,
Washington
|
$626
|
–
|
–
|
–
|
|
|
1959
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$626
|
+$363
|
+1
|
+100%
|
|
|
1960
|
Financial Network Wealth Advisors
Murray,
Utah
|
$626
|
+$727
|
+2
|
New
|
|
|
1961
|
Cordant Inc
Portland,
Oregon
|
$486
|
+$727
|
+2
|
New
|
|
|
1962
|
3 Factor Indexing
Sacramento,
California
|
$314
|
–
|
–
|
–
|
|
|
1963
|
NorthAvenue LLC
Columbus,
Ohio
|
$314
|
–
|
–
|
–
|
|
|
1964
|
Redwood Park Advisors
Redwood City,
California
|
$314
|
–
|
–
|
–
|
|
|
1965
|
Maryland Capital Advisors
Chester,
Maryland
|
$314
|
+$363
|
+1
|
New
|
|
|
1966
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$313
|
+$363
|
+1
|
New
|
|
|
1967
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$304
|
+$363
|
+1
|
New
|
|
|
1968
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$16
|
–
|
–
|
–
|
|
|
1969
|
Holocene Advisors
New York
|
–
|
-$282M
|
-791,178
|
Closed
|
|
|
1970
|
TOMS Capital Investment Management
New York
|
–
|
-$128M
|
-360,000
|
Closed
|
|
|
1971
|
Junto Capital Management
New York
|
–
|
-$68.6M
|
-192,711
|
Closed
|
|
|
1972
|
Cartenna Capital
Stamford,
Connecticut
|
–
|
-$57M
|
-160,000
|
Closed
|
|
|
1973
|
Electron Capital Partners
New York
|
–
|
-$56.7M
|
-159,165
|
Closed
|
|
|
1974
|
Matrix Asset Advisors
White Plains,
New York
|
–
|
-$15.7M
|
-44,099
|
Closed
|
|
|
1975
|
|
–
|
-$11.8M
|
-33,160
|
Closed
|
|
