|
1926
|
Holloway Wealth Management
Gainesville,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
1927
|
Financial Engines Advisors
Santa Clara,
California
|
$7K
|
+$4.57K
|
+100
|
+233%
|
|
|
1928
|
Pathstone Family Office
Englewood,
New Jersey
|
$7K
|
+$4.62K
|
+101
|
+289%
|
|
|
1929
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
1930
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
1931
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$6K
|
+$5.8K
|
+127
|
New
|
|
|
1932
|
Elmwood Wealth Management
Berkeley,
California
|
$5.63K
|
–
|
–
|
–
|
|
|
1933
|
Northstar Capital Management
New York
|
$5K
|
+$4.57K
|
+100
|
New
|
|
|
1934
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
1935
|
Cerebellum
San Francisco,
California
|
$3K
|
-$594
|
-13
|
-15%
|
|
|
1936
|
Country Trust Bank
Bloomington,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
1937
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
1938
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
+$1.92K
|
+42
|
New
|
|
|
1939
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1940
|
One Wealth Advisors
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
1941
|
Edge Wealth Management
New York
|
$1K
|
+$46
|
+1
|
New
|
|
|
1942
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$1K
|
+$959
|
+21
|
New
|
|
|
1943
|
Stevens Capital Management
Radnor,
Pennsylvania
|
–
|
-$19.3M
|
-440,869
|
Closed
|
|
|
1944
|
Carlson Capital
Dallas,
Texas
|
–
|
-$18.3M
|
-416,800
|
Closed
|
|
|
1945
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$12.6M
|
-288,268
|
Closed
|
|
|
1946
|
Nikko Asset Management Americas
New York
|
–
|
-$10.7M
|
-244,034
|
Closed
|
|
|
1947
|
Decatur Capital Management
Decatur,
Georgia
|
–
|
-$8.4M
|
-191,584
|
Closed
|
|
|
1948
|
Bridgewater Associates
Westport,
Connecticut
|
–
|
-$8.07M
|
-183,893
|
Closed
|
|
|
1949
|
Brookfield Corp
Toronto,
Ontario, Canada
|
–
|
-$7.1M
|
-161,800
|
Closed
|
|
|
1950
|
Quantbot Technologies
New York
|
–
|
-$6.28M
|
-143,153
|
Closed
|
|
