|
1951
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$9.15K
|
–
|
–
|
–
|
|
|
1952
|
Vigilant Capital Management
Portland,
Maine
|
$9K
|
–
|
–
|
–
|
|
|
1953
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$7.32K
|
+$6.96K
|
+140
|
New
|
|
|
1954
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$6.73K
|
+$5.96K
|
+120
|
+1,200%
|
|
|
1955
|
Pacifica Partners
Surrey,
Canada
|
$6.57K
|
–
|
–
|
–
|
|
|
1956
|
Islay Capital Management
Lubbock,
Texas
|
$6.28K
|
–
|
–
|
–
|
|
|
1957
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$4K
|
+$248
|
+5
|
+7%
|
|
|
1958
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3.66K
|
–
|
–
|
–
|
|
|
1959
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$2.96K
|
–
|
–
|
–
|
|
|
1960
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.09K
|
+$1.99K
|
+40
|
New
|
|
|
1961
|
Covestor
London,
United Kingdom
|
$1K
|
-$1.24K
|
-25
|
-50%
|
|
|
1962
|
Aristotle Capital Boston
Boston,
Massachusetts
|
$542
|
-$994
|
-20
|
-67%
|
|
|
1963
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$523
|
-$994
|
-20
|
-67%
|
|
|
1964
|
EARNEST Partners
Atlanta,
Georgia
|
$523
|
+$497
|
+10
|
New
|
|
|
1965
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$458
|
+$3.48K
|
+70
|
New
|
|
|
1966
|
Clean Yield Group
Norwich,
Vermont
|
$4
|
–
|
–
|
–
|
|
|
1967
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
–
|
-$13.7M
|
-882,040
|
Closed
|
|
|
1968
|
Single Point Partners
Boston,
Massachusetts
|
–
|
-$38.7M
|
-773,790
|
Closed
|
|
|
1969
|
Capital Investment Advisors
Atlanta,
Georgia
|
–
|
-$31.3M
|
-625,935
|
Closed
|
|
|
1970
|
Texas Permanent School Fund
Austin,
Texas
|
–
|
-$27M
|
-540,400
|
Closed
|
|
|
1971
|
Systelligence LLC
Bloomington,
Minnesota
|
–
|
-$12.6M
|
-251,720
|
Closed
|
|
|
1972
|
Wela Strategies
Atlanta,
Georgia
|
–
|
-$12.2M
|
-244,535
|
Closed
|
|
|
1973
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
–
|
-$10.5M
|
-210,080
|
Closed
|
|
|
1974
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$10M
|
-200,000
|
Closed
|
|
|
1975
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$7.68M
|
-153,600
|
Closed
|
|
