|
1926
|
TCTC Holdings
Dallas,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
1927
|
WD Rutherford
Portland,
Oregon
|
$4K
|
–
|
–
|
–
|
|
|
1928
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$4K
|
+$5.49K
|
+19
|
New
|
|
|
1929
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$3.35K
|
+$1.16K
|
+4
|
+44%
|
|
|
1930
|
Longfellow Investment Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
1931
|
Wolff Wiese Magana
Carslbad,
California
|
$3K
|
+$2.89K
|
+10
|
+333%
|
|
|
1932
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$2K
|
-$22.8K
|
-79
|
-91%
|
|
|
1933
|
Strategic Asset Management
Rochester,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
1934
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2K
|
–
|
–
|
–
|
|
|
1935
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$2K
|
+$2.6K
|
+9
|
New
|
|
|
1936
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.29K
|
+$1.45K
|
+5
|
New
|
|
|
1937
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1K
|
-$289
|
-1
|
-17%
|
|
|
1938
|
GoalVest Advisory
New York
|
$1K
|
–
|
–
|
–
|
|
|
1939
|
Gordian Capital (Singapore)
Singapore
|
$1K
|
–
|
–
|
–
|
|
|
1940
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1941
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1K
|
+$867
|
+3
|
New
|
|
|
1942
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1K
|
+$1.45K
|
+5
|
New
|
|
|
1943
|
Westside Investment Management
Santa Monica,
California
|
$27
|
–
|
–
|
–
|
|
|
1944
|
GQG Partners
Ft. Lauderdale,
Florida
|
–
|
-$374M
|
-1,346,935
|
Closed
|
|
|
1945
|
Woodline Partners
San Francisco,
California
|
–
|
-$53.8M
|
-193,916
|
Closed
|
|
|
1946
|
Tesco Pension Investment
London,
United Kingdom
|
–
|
-$47.3M
|
-170,534
|
Closed
|
|
|
1947
|
Hobart Private Capital
Charlotte,
North Carolina
|
–
|
-$17.8M
|
-63,963
|
Closed
|
|
|
1948
|
Cypress Capital
Franklin,
Tennessee
|
–
|
-$12.1M
|
-43,497
|
Closed
|
|
|
1949
|
|
–
|
-$9.21M
|
-31,872
|
Closed
|
|
|
1950
|
Weiss Multi-Strategy Advisers
New York
|
–
|
-$6.94M
|
-25,000
|
Closed
|
|
