|
1951
|
Somerset Trust
Somerset,
Pennsylvania
|
US$ 12 mil
|
-US$ 1,56 mi
|
1
|
0,01%
|
Reduzida
|
|
|
1952
|
Regal Wealth Group
Seal Beach,
California
|
US$ 11 mil
|
-US$ 13,4 mil
|
1
|
0,01%
|
Reduzida
|
|
|
1953
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
US$ 9 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1954
|
Crewe Advisors
Salt Lake City,
Utah
|
US$ 8 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1955
|
Daiwa SB Investments
Tokyo,
Japan
|
US$ 8 mil
|
-US$ 228 mil
|
1
|
0%
|
Reduzida
|
|
|
1956
|
Fred Alger Management
New York
|
US$ 8 mil
|
-US$ 17,8 mil
|
1
|
0%
|
Reduzida
|
|
|
1957
|
1 North Wealth Services
Annapolis,
Maryland
|
US$ 7 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1958
|
Ironwood Financial
Tucson,
Arizona
|
US$ 7 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1959
|
Litman Gregory Wealth Management
Larkspur,
California
|
US$ 7 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1960
|
Balentine LLC
Atlanta,
Georgia
|
US$ 6 mil
|
+US$ 5,61 mil
|
1
|
0%
|
Nova
|
|
|
1961
|
Canton Hathaway
Providence,
Rhode Island
|
US$ 6 mil
|
+US$ 5,74 mil
|
1
|
0%
|
Nova
|
|
|
1962
|
Simon Quick Advisors
Morristown,
New Jersey
|
US$ 5 mil
|
-US$ 1,53 mil
|
1
|
0%
|
Reduzida
|
|
|
1963
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$ 5 mil
|
+US$ 3,31 mil
|
1
|
0%
|
Aumentada
|
|
|
1964
|
LifePlan Financial Group
Dayton,
Ohio
|
US$ 4 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1965
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
US$ 3 mil
|
+US$ 3,19 mil
|
1
|
0%
|
Nova
|
|
|
1966
|
Financial Enhancement Group
Anderson,
Indiana
|
US$ 3 mil
|
+US$ 2,8 mil
|
1
|
0%
|
Nova
|
|
|
1967
|
NuWave Investment Management
Parsippany,
New Jersey
|
US$ 3 mil
|
-US$ 299 mil
|
1
|
0%
|
Reduzida
|
|
|
1968
|
Cerebellum
San Francisco,
California
|
US$ 2 mil
|
-US$ 306 mil
|
1
|
0%
|
Reduzida
|
|
|
1969
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
US$ 2 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1970
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
US$ 2 mil
|
+US$ 2,42 mil
|
1
|
0%
|
Nova
|
|
|
1971
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
US$ 2 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1972
|
Eukles Asset Management
Cincinnati,
Ohio
|
US$ 1 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1973
|
Financial Management Professionals
Austin,
Texas
|
US$ 1 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1974
|
Global Trust Asset Management
West Palm Beach,
Florida
|
US$ 1 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1975
|
Newfound Research
Wellesley Hills,
Massachusetts
|
US$ 1 mil
|
+US$ 127
|
1
|
0%
|
Aumentada
|
|