|
1951
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$273K
|
–
|
–
|
–
|
|
|
1952
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$271K
|
–
|
–
|
–
|
|
|
1953
|
Innovative Portfolios
Indianapolis,
Indiana
|
$271K
|
+$252K
|
+1,683
|
New
|
|
|
1954
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$270K
|
-$14.1K
|
-94
|
-5%
|
|
|
1955
|
Brown Capital Management
Baltimore,
Maryland
|
$270K
|
–
|
–
|
–
|
|
|
1956
|
Two Sigma Advisers
New York
|
$270K
|
+$251K
|
+1,674
|
New
|
|
|
1957
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$269K
|
-$8.98K
|
-60
|
-3%
|
|
|
1958
|
TFG Advisers
Auburn Hills,
Michigan
|
$269K
|
+$32.8K
|
+219
|
+15%
|
|
|
1959
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$268K
|
–
|
–
|
–
|
|
|
1960
|
Old North State Trust
Greensboro,
North Carolina
|
$268K
|
–
|
–
|
–
|
|
|
1961
|
Selective Wealth Management
Forest,
Virginia
|
$268K
|
+$50.1K
|
+335
|
+25%
|
|
|
1962
|
Humankind Investments
New York
|
$268K
|
+$249K
|
+1,661
|
New
|
|
|
1963
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$267K
|
-$670K
|
-4,476
|
-73%
|
|
|
1964
|
Jackson Square Capital
San Francisco,
California
|
$267K
|
+$248K
|
+1,655
|
New
|
|
|
1965
|
DSC Advisors
Chicago,
Illinois
|
$267K
|
+$248K
|
+1,656
|
New
|
|
|
1966
|
Rinet Company
Boston,
Massachusetts
|
$267K
|
+$248K
|
+1,656
|
New
|
|
|
1967
|
Alera Investment Advisors
Deerfield,
Illinois
|
$264K
|
+$449
|
+3
|
+0.2%
|
|
|
1968
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$263K
|
+$244K
|
+1,630
|
New
|
|
|
1969
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$262K
|
–
|
–
|
–
|
|
|
1970
|
Strategic Capital Advisers
Denver,
Colorado
|
$261K
|
–
|
–
|
–
|
|
|
1971
|
Tacita Capital
Toronto,
Ontario, Canada
|
$261K
|
+$169K
|
+1,130
|
+231%
|
|
|
1972
|
Norris Perne & French
Grand Rapids,
Michigan
|
$260K
|
-$396K
|
-2,647
|
-62%
|
|
|
1973
|
Gibson Capital
Wexford,
Pennsylvania
|
$260K
|
-$26.8K
|
-179
|
-10%
|
|
|
1974
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$260K
|
-$12.1K
|
-81
|
-5%
|
|
|
1975
|
Cabot-Wellington
Boston,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
