|
1951
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$15K
|
–
|
–
|
–
|
|
|
1952
|
Skylands Capital
Milwaukee,
Wisconsin
|
$15K
|
–
|
–
|
–
|
|
|
1953
|
Claybrook Capital
Wellesley,
Massachusetts
|
$15K
|
+$15.9K
|
+105
|
New
|
|
|
1954
|
Raffa Wealth Management
Washington,
District of Columbia
|
$13.5K
|
+$13.9K
|
+92
|
New
|
|
|
1955
|
Aristotle Capital Management
Los Angeles,
California
|
$12K
|
+$12.7K
|
+84
|
New
|
|
|
1956
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$10K
|
+$10.1K
|
+67
|
New
|
|
|
1957
|
Stumpf Capital Management
Scottsdale,
Arizona
|
$9K
|
-$28.4K
|
-188
|
-75%
|
|
|
1958
|
Portfolio Solutions
Royal Oak,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
1959
|
Litman Gregory Wealth Management
Larkspur,
California
|
$8K
|
-$79.1K
|
-523
|
-91%
|
|
|
1960
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8K
|
-$25.7K
|
-170
|
-77%
|
|
|
1961
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8K
|
-$3.93K
|
-26
|
-34%
|
|
|
1962
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$8K
|
–
|
–
|
–
|
|
|
1963
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8K
|
+$7.87K
|
+52
|
New
|
|
|
1964
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
1965
|
ClariVest Asset Management
San Diego,
California
|
$5K
|
-$3.33K
|
-22
|
-37%
|
|
|
1966
|
LifePlan Financial Group
Dayton,
Ohio
|
$4K
|
+$4.39K
|
+29
|
New
|
|
|
1967
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.51K
|
-$467K
|
-3,088
|
-85%
|
|
|
1968
|
Jump Trading
Chicago,
Illinois
|
$2K
|
-$1.69M
|
-11,142
|
-100%
|
|
|
1969
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
1970
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
-$54.8K
|
-362
|
-99%
|
|
|
1971
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
+$605
|
+4
|
New
|
|
|
1972
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1K
|
+$756
|
+5
|
New
|
|
|
1973
|
Berkshire Hathaway
Omaha,
Nebraska
|
–
|
-$314M
|
-2,142,255
|
Closed
|
|
|
1974
|
Maj Invest Holding A/S
Copenhagen K,
Denmark
|
–
|
-$102M
|
-693,212
|
Closed
|
|
|
1975
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$84.2M
|
-573,905
|
Closed
|
|
