|
1926
|
Barnett & Company
Chattanooga,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
1927
|
Wealthcare Capital Management
Richmond,
Virginia
|
$7K
|
–
|
–
|
–
|
|
|
1928
|
Regal Wealth Group
Seal Beach,
California
|
$7K
|
+$32
|
+1
|
+0.5%
|
|
|
1929
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$6.08K
|
–
|
–
|
–
|
|
|
1930
|
New York Life Trust
New York
|
$6K
|
-$72.6K
|
-2,239
|
-92%
|
|
|
1931
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$6K
|
-$5.71K
|
-176
|
-50%
|
|
|
1932
|
Financial Engines Advisors
Santa Clara,
California
|
$6K
|
-$713
|
-22
|
-11%
|
|
|
1933
|
Ruggie Capital Group
Tavares,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
1934
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
1935
|
Solaris Asset Management
New York
|
$5K
|
+$5.19K
|
+160
|
New
|
|
|
1936
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$3K
|
-$3.24K
|
-100
|
-50%
|
|
|
1937
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
1938
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1939
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
1940
|
Shamrock Asset Management
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1941
|
Horan Securities
Cincinnati,
United States
|
$3K
|
+$3.24K
|
+100
|
New
|
|
|
1942
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3K
|
+$3.34K
|
+103
|
New
|
|
|
1943
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
1944
|
Ranger International Management
Lake Forest,
Illinois
|
$1.47K
|
–
|
–
|
–
|
|
|
1945
|
Seven Eight Capital
New York
|
$1K
|
-$120K
|
-3,700
|
-100%
|
|
|
1946
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$1K
|
+$843
|
+26
|
New
|
|
|
1947
|
Point72 Hong Kong
Hong Kong
|
$1K
|
+$1.33K
|
+41
|
New
|
|
|
1948
|
Vivaldi Capital Management
Chicago,
Illinois
|
$236
|
+$227K
|
+6,994
|
New
|
|
|
1949
|
Capital World Investors
Los Angeles,
California
|
–
|
-$151M
|
-5,000,000
|
Closed
|
|
|
1950
|
Calvert Investment Management
Bethesda,
Maryland
|
–
|
-$20.1M
|
-666,554
|
Closed
|
|
