|
1926
|
Ironwood Financial
Tucson,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
1927
|
Winthrop Partners - WNY
Buffalo,
New York
|
$8.77K
|
+$8.98K
|
+200
|
New
|
|
|
1928
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$7K
|
-$3.14K
|
-70
|
-29%
|
|
|
1929
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
1930
|
Fortis Advisors
Wayne,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
1931
|
Elmwood Wealth Management
Berkeley,
California
|
$5.3K
|
+$5.48K
|
+122
|
New
|
|
|
1932
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$5K
|
-$2.2K
|
-49
|
-27%
|
|
|
1933
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
1934
|
New Potomac Partners
Bethesda,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
1935
|
Aviance Capital Management
Sarasota,
Florida
|
$4K
|
+$3.82K
|
+85
|
New
|
|
|
1936
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$4K
|
+$3.82K
|
+85
|
New
|
|
|
1937
|
Financial Engines Advisors
Santa Clara,
California
|
$2K
|
+$1.12K
|
+25
|
+132%
|
|
|
1938
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$2K
|
+$2.2K
|
+49
|
New
|
|
|
1939
|
Thompson Davis & Co
Richmond,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
1940
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1K
|
+$809
|
+18
|
New
|
|
|
1941
|
Smith Group Asset Management
Dallas,
Texas
|
–
|
-$16.2M
|
-353,410
|
Closed
|
|
|
1942
|
Teachers Insurance & Annuity Association of America
New York
|
–
|
-$11.8M
|
-257,800
|
Closed
|
|
|
1943
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
–
|
-$11M
|
-240,017
|
Closed
|
|
|
1944
|
Quantitative Investment Management
Charlottesville,
Virginia
|
–
|
-$8.2M
|
-178,800
|
Closed
|
|
|
1945
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
–
|
-$5.05M
|
-110,000
|
Closed
|
|
|
1946
|
Zions Bancorporation
Salt Lake City,
Utah
|
–
|
-$4.32M
|
-94,075
|
Closed
|
|
|
1947
|
Jupiter Investment Management
London,
United Kingdom
|
–
|
-$4.2M
|
-91,463
|
Closed
|
|
|
1948
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
-$4.02M
|
-89,600
|
Closed
|
|
|
1949
|
Massachusetts Financial Services
Boston,
Massachusetts
|
–
|
-$2.98M
|
-64,982
|
Closed
|
|
|
1950
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
–
|
-$2.58M
|
-56,159
|
Closed
|
|
