|
1951
|
Versant Capital Management
Phoenix,
Arizona
|
$141K
|
–
|
–
|
–
|
|
|
1952
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$140K
|
+$95
|
+1
|
+0.1%
|
|
|
1953
|
Front Row Advisors
Tiburon,
California
|
$139K
|
–
|
–
|
–
|
|
|
1954
|
CGC Financial Services
Lake Oswego,
Oregon
|
$134K
|
+$128K
|
+1,348
|
New
|
|
|
1955
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$134K
|
-$8.33M
|
-87,526
|
-97%
|
|
|
1956
|
Endurance Wealth Management
Providence,
Rhode Island
|
$130K
|
+$15.7K
|
+165
|
+14%
|
|
|
1957
|
Legacy Bridge
West Des Moines,
Iowa
|
$129K
|
–
|
–
|
–
|
|
|
1958
|
Granite Investment Partners
El Segundo,
California
|
$127K
|
–
|
–
|
–
|
|
|
1959
|
Family Asset Management
Charleston,
South Carolina
|
$126K
|
-$11.8K
|
-124
|
-9%
|
|
|
1960
|
Gradient Investments
Arden Hills,
Minnesota
|
$124K
|
-$40.1K
|
-421
|
-25%
|
|
|
1961
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$120K
|
-$122K
|
-1,278
|
-51%
|
|
|
1962
|
Noble Family Wealth
Clearwater,
Florida
|
$120K
|
+$114K
|
+1,200
|
New
|
|
|
1963
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$119K
|
-$3.9K
|
-41
|
-3%
|
|
|
1964
|
Pin Oak Investment Advisors
Houston,
Texas
|
$117K
|
–
|
–
|
–
|
|
|
1965
|
S.A. Mason
Holland,
Michigan
|
$114K
|
–
|
–
|
–
|
|
|
1966
|
GeoWealth Management
Chicago,
Illinois
|
$114K
|
-$629K
|
-6,607
|
-85%
|
|
|
1967
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$113K
|
-$1.9K
|
-20
|
-2%
|
|
|
1968
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$112K
|
+$24.2K
|
+254
|
+29%
|
|
|
1969
|
Evensky & Katz
Coral Gables,
Florida
|
$111K
|
+$286
|
+3
|
+0.3%
|
|
|
1970
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$110K
|
–
|
–
|
–
|
|
|
1971
|
Morling Financial Advisors
Fremont,
California
|
$108K
|
-$28.5K
|
-299
|
-22%
|
|
|
1972
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$108K
|
+$10.4K
|
+109
|
+11%
|
|
|
1973
|
Rise Advisors
Rochester,
New York
|
$107K
|
+$381
|
+4
|
+0.4%
|
|
|
1974
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$106K
|
+$8K
|
+84
|
+9%
|
|
|
1975
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$106K
|
+$26.4K
|
+277
|
+35%
|
|
