|
1951
|
Selective Wealth Management
Forest,
Virginia
|
$268K
|
+$50.1K
|
+335
|
+25%
|
|
|
1952
|
Humankind Investments
New York
|
$268K
|
+$249K
|
+1,661
|
New
|
|
|
1953
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$267K
|
-$670K
|
-4,476
|
-73%
|
|
|
1954
|
Jackson Square Capital
San Francisco,
California
|
$267K
|
+$248K
|
+1,655
|
New
|
|
|
1955
|
DSC Advisors
Chicago,
Illinois
|
$267K
|
+$248K
|
+1,656
|
New
|
|
|
1956
|
Rinet Company
Boston,
Massachusetts
|
$267K
|
+$248K
|
+1,656
|
New
|
|
|
1957
|
Alera Investment Advisors
Deerfield,
Illinois
|
$264K
|
+$449
|
+3
|
+0.2%
|
|
|
1958
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$263K
|
+$244K
|
+1,630
|
New
|
|
|
1959
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$262K
|
–
|
–
|
–
|
|
|
1960
|
Strategic Capital Advisers
Denver,
Colorado
|
$261K
|
–
|
–
|
–
|
|
|
1961
|
Tacita Capital
Toronto,
Ontario, Canada
|
$261K
|
+$169K
|
+1,130
|
+231%
|
|
|
1962
|
Norris Perne & French
Grand Rapids,
Michigan
|
$260K
|
-$396K
|
-2,647
|
-62%
|
|
|
1963
|
Gibson Capital
Wexford,
Pennsylvania
|
$260K
|
-$26.8K
|
-179
|
-10%
|
|
|
1964
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$260K
|
-$12.1K
|
-81
|
-5%
|
|
|
1965
|
Cabot-Wellington
Boston,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
1966
|
Weybosset Research & Management
Province,
Rhode Island
|
$260K
|
–
|
–
|
–
|
|
|
1967
|
GoalVest Advisory
New York
|
$260K
|
+$25K
|
+167
|
+12%
|
|
|
1968
|
Berkeley Capital Partners
Milton,
Georgia
|
$260K
|
+$241K
|
+1,613
|
New
|
|
|
1969
|
MBL Wealth
Charlotte,
North Carolina
|
$259K
|
+$240K
|
+1,605
|
New
|
|
|
1970
|
Zhang Financial
Portage,
Michigan
|
$257K
|
–
|
–
|
–
|
|
|
1971
|
MJP Associates
Farmington,
Connecticut
|
$256K
|
+$3.74K
|
+25
|
+2%
|
|
|
1972
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$255K
|
–
|
–
|
–
|
|
|
1973
|
WestHill Financial Advisors
San Rafael,
California
|
$255K
|
+$150
|
+1
|
+0.1%
|
|
|
1974
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$254K
|
-$3.44K
|
-23
|
-1%
|
|
|
1975
|
Lake Street Private Wealth
Chicago,
Illinois
|
$254K
|
–
|
–
|
–
|
|
