|
1926
|
Skylands Capital
Milwaukee,
Wisconsin
|
$14K
|
–
|
–
|
–
|
|
|
1927
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$14K
|
+$14.1K
|
+101
|
New
|
|
|
1928
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$13K
|
–
|
–
|
–
|
|
|
1929
|
Fred Alger Management
New York
|
$13K
|
+$13.1K
|
+94
|
New
|
|
|
1930
|
Raffa Wealth Management
Washington,
District of Columbia
|
$12.3K
|
–
|
–
|
–
|
|
|
1931
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$9K
|
-$584K
|
-4,184
|
-98%
|
|
|
1932
|
Stumpf Capital Management
Scottsdale,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
1933
|
Coyle Financial Counsel
Glenview,
Illinois
|
$8K
|
+$8.37K
|
+60
|
New
|
|
|
1934
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$7K
|
-$837
|
-6
|
-10%
|
|
|
1935
|
Litman Gregory Wealth Management
Larkspur,
California
|
$7K
|
–
|
–
|
–
|
|
|
1936
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
1937
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
1938
|
ClariVest Asset Management
San Diego,
California
|
$5K
|
–
|
–
|
–
|
|
|
1939
|
Simon Quick Advisors
Morristown,
New Jersey
|
$4K
|
-$58.3K
|
-418
|
-92%
|
|
|
1940
|
LifePlan Financial Group
Dayton,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
1941
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$4K
|
+$4.32K
|
+31
|
New
|
|
|
1942
|
FNY Investment Advisers
New York
|
$3K
|
+$3.77K
|
+27
|
New
|
|
|
1943
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$5.3K
|
-38
|
-75%
|
|
|
1944
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
1945
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
1946
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1947
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
+$139
|
+1
|
+25%
|
|
|
1948
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$155M
|
-1,058,733
|
Closed
|
|
|
1949
|
Discovery Capital Management
South Norwalk,
Connecticut
|
–
|
-$59.4M
|
-405,169
|
Closed
|
|
|
1950
|
|
–
|
-$30.5M
|
-208,102
|
Closed
|
|
