|
1951
|
Column Capital Advisors
Indianapolis,
Indiana
|
$132K
|
-$12.1K
|
-1,040
|
-10%
|
|
|
1952
|
Altshuler Shaham
Tel Aviv,
Israel
|
$131K
|
-$21.4K
|
-1,840
|
-16%
|
|
|
1953
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$129K
|
-$4.19K
|
-360
|
-4%
|
|
|
1954
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$127K
|
-$18.2K
|
-1,560
|
-14%
|
|
|
1955
|
Lee Financial
Dallas,
Texas
|
$122K
|
-$18.6K
|
-1,600
|
-15%
|
|
|
1956
|
Elmwood Wealth Management
Berkeley,
California
|
$117K
|
–
|
–
|
–
|
|
|
1957
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$117K
|
+$47.9K
|
+4,120
|
+90%
|
|
|
1958
|
Veritas Investment Management
London,
United Kingdom
|
$116K
|
–
|
–
|
–
|
|
|
1959
|
|
$115K
|
-$81.5K
|
-7,000
|
-45%
|
|
|
1960
|
Lenox Wealth Advisors
New York
|
$113K
|
+$9.31K
|
+800
|
+11%
|
|
|
1961
|
Rockbridge Investment Management
Syracuse,
New York
|
$111K
|
-$3.72K
|
-320
|
-4%
|
|
|
1962
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
1963
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$109K
|
-$2.79K
|
-240
|
-3%
|
|
|
1964
|
TD Capital Management
Memphis,
Tennessee
|
$109K
|
–
|
–
|
–
|
|
|
1965
|
Vigilant Capital Management
Portland,
Maine
|
$108K
|
-$6.98K
|
-600
|
-7%
|
|
|
1966
|
CenterStar Asset Management
Chicago,
Illinois
|
$108K
|
–
|
–
|
–
|
|
|
1967
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$108K
|
–
|
–
|
–
|
|
|
1968
|
Aspire Private Capital
Cornelius,
North Carolina
|
$106K
|
+$91.2K
|
+7,840
|
New
|
|
|
1969
|
Raffa Wealth Management
Washington,
District of Columbia
|
$105K
|
+$5.12K
|
+440
|
+6%
|
|
|
1970
|
Bellevue Asset Management
Bellevue,
Washington
|
$104K
|
+$27.9K
|
+2,400
|
+45%
|
|
|
1971
|
Pacifica Partners
Surrey,
Canada
|
$103K
|
-$23.3K
|
-2,000
|
-21%
|
|
|
1972
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$96K
|
+$16.3K
|
+1,400
|
+24%
|
|
|
1973
|
|
$91K
|
+$50.7K
|
+4,360
|
+185%
|
|
|
1974
|
TFC Financial Management
Boston,
Massachusetts
|
$85K
|
+$73.1K
|
+6,280
|
New
|
|
|
1975
|
Clear Investment Research
Alpharetta,
Georgia
|
$84K
|
+$465
|
+40
|
+0.6%
|
|
