|
1951
|
Altshuler Shaham
Tel Aviv,
Israel
|
$6K
|
+$5.15K
|
+56
|
New
|
|
|
1952
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$5K
|
-$2.3K
|
-25
|
-34%
|
|
|
1953
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
1954
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$5K
|
+$4.6K
|
+50
|
New
|
|
|
1955
|
Johnson Midwest Financial
Glidden,
Iowa
|
$4K
|
–
|
–
|
–
|
|
|
1956
|
Surevest
Los Angeles,
California
|
$4K
|
–
|
–
|
–
|
|
|
1957
|
Lake Point Wealth Management
Rockwall,
Texas
|
$4K
|
+$2.76K
|
+30
|
+375%
|
|
|
1958
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4K
|
+$3.31K
|
+36
|
New
|
|
|
1959
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$4K
|
+$3.68K
|
+40
|
New
|
|
|
1960
|
ClariVest Asset Management
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
1961
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
1962
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
1963
|
West Branch Capital
Amherst,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
1964
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$2K
|
+$1.93K
|
+21
|
New
|
|
|
1965
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.3K
|
-$9.47K
|
-103
|
-89%
|
|
|
1966
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$276
|
-3
|
-30%
|
|
|
1967
|
Solstein Capital
Menlo Park,
California
|
$1K
|
–
|
–
|
–
|
|
|
1968
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1K
|
+$644
|
+7
|
New
|
|
|
1969
|
Activest Wealth Management
Aventure,
Florida
|
$1K
|
+$1.01K
|
+11
|
New
|
|
|
1970
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$1K
|
+$1.1K
|
+12
|
New
|
|
|
1971
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1K
|
+$1.29K
|
+14
|
New
|
|
|
1972
|
WestEnd Advisors
Charlotte,
North Carolina
|
$600
|
-$736
|
-8
|
Closed
|
|
|
1973
|
Westside Investment Management
Santa Monica,
California
|
$100
|
–
|
–
|
–
|
|
|
1974
|
Two Sigma Investments
New York
|
–
|
-$177M
|
-2,457,745
|
Closed
|
|
|
1975
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
–
|
-$23M
|
-319,308
|
Closed
|
|
