|
1951
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$7K
|
+$7.03K
|
+100
|
New
|
|
|
1952
|
Holloway Wealth Management
Gainesville,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
1953
|
Barnett & Company
Chattanooga,
Tennessee
|
$5K
|
-$35.8K
|
-510
|
-89%
|
|
|
1954
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
1955
|
Kessler Investment Group
Columbus,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
1956
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$5K
|
–
|
–
|
–
|
|
|
1957
|
WESPAC Advisors SoCal
Pasadena,
California
|
$5K
|
–
|
–
|
–
|
|
|
1958
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5K
|
–
|
–
|
–
|
|
|
1959
|
Lenox Wealth Advisors
New York
|
$4K
|
–
|
–
|
–
|
|
|
1960
|
NewDay Solutions
Hampton,
New Hampshire
|
$4K
|
+$3.87K
|
+55
|
New
|
|
|
1961
|
First National Bank of South Miami
South Miami,
Florida
|
$4K
|
+$4.15K
|
+59
|
New
|
|
|
1962
|
Front Row Advisors
Tiburon,
California
|
$3K
|
–
|
–
|
–
|
|
|
1963
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
1964
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$2K
|
-$22.3K
|
-318
|
-93%
|
|
|
1965
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$141
|
-2
|
-13%
|
|
|
1966
|
CSat Investment Advisory
Detroit,
Michigan
|
$2K
|
+$141
|
+2
|
+7%
|
|
|
1967
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$2K
|
+$2.18K
|
+31
|
New
|
|
|
1968
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$1K
|
-$79.4K
|
-1,130
|
-99%
|
|
|
1969
|
Intellectus Partners
San Francisco,
California
|
$1K
|
-$65.6K
|
-934
|
-98%
|
|
|
1970
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
1971
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
1972
|
Capital World Investors
Los Angeles,
California
|
–
|
-$158M
|
-2,151,000
|
Closed
|
|
|
1973
|
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
–
|
-$19.5M
|
-265,476
|
Closed
|
|
|
1974
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
–
|
-$14.8M
|
-201,198
|
Closed
|
|
|
1975
|
Meag Munich Ergo
Munich,
Germany
|
–
|
-$11.1M
|
-152,985
|
Closed
|
|
