|
1951
|
Pacific Center for Financial Services
San Ramon,
California
|
US$ 33 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1952
|
CVA Family Office
Denver,
Colorado
|
US$ 31 mil
|
+US$ 235
|
1
|
0,02%
|
Aumentada
|
|
|
1953
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
US$ 30 mil
|
-US$ 21,7 mil
|
1
|
0,01%
|
Reduzida
|
|
|
1954
|
Sowa Financial Group
Lincoln,
Rhode Island
|
US$ 30 mil
|
US$ 0
|
1
|
0,02%
|
Mantida
|
|
|
1955
|
Bellevue Asset Management
Bellevue,
Washington
|
US$ 27 mil
|
US$ 0
|
1
|
0,02%
|
Mantida
|
|
|
1956
|
Simon Quick Advisors
Morristown,
New Jersey
|
US$ 27 mil
|
+US$ 11,2 mil
|
1
|
0,01%
|
Aumentada
|
|
|
1957
|
JFG Wealth Management
Denver,
Colorado
|
US$ 24,5 mil
|
+US$ 24,7 mil
|
1
|
0,02%
|
Nova
|
|
|
1958
|
West Paces Advisors
Atlanta,
Georgia
|
US$ 24,3 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1959
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
US$ 24 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1960
|
First Quadrant
Glendale,
California
|
US$ 24 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1961
|
Hexavest
Montreal,
Quebec, Canada
|
US$ 24 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1962
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
US$ 24 mil
|
-US$ 6,12 mil
|
1
|
0,02%
|
Reduzida
|
|
|
1963
|
Bray Capital Advisors
Naples,
Florida
|
US$ 23 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1964
|
Timber Creek Capital Management
Boston,
Massachusetts
|
US$ 21 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1965
|
Centerpoint Advisors
Needham,
Massachusetts
|
US$ 17 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1966
|
Horrell Capital Management
Little Rock,
Arkansas
|
US$ 17 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1967
|
NuWave Investment Management
Parsippany,
New Jersey
|
US$ 16 mil
|
-US$ 393 mil
|
1
|
0,02%
|
Reduzida
|
|
|
1968
|
Financial Perspectives
Minneapolis,
Minnesota
|
US$ 15,1 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1969
|
Raffa Wealth Management
Washington,
District of Columbia
|
US$ 13,4 mil
|
-US$ 4,94 mil
|
1
|
0,01%
|
Reduzida
|
|
|
1970
|
Elkhorn Partners
Omaha,
Nebraska
|
US$ 12 mil
|
+US$ 12,4 mil
|
1
|
0,01%
|
Nova
|
|
|
1971
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
US$ 12 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1972
|
Disciplined Investments
Tulsa,
Oklahoma
|
US$ 10 mil
|
-US$ 186 mil
|
1
|
0,01%
|
Reduzida
|
|
|
1973
|
Point72 Hong Kong
Hong Kong
|
US$ 9 mil
|
+US$ 8,6 mil
|
1
|
0%
|
Nova
|
|
|
1974
|
Regal Wealth Group
Seal Beach,
California
|
US$ 9 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1975
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
US$ 8 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|