|
1951
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.55K
|
–
|
–
|
–
|
|
|
1952
|
Westside Investment Management
Santa Monica,
California
|
$1.09K
|
+$71.6K
|
+883
|
+7%
|
|
|
1953
|
Versant Capital Management
Phoenix,
Arizona
|
$933
|
–
|
–
|
–
|
|
|
1954
|
True Wealth Design
Akron,
Ohio
|
$777
|
+$810
|
+10
|
New
|
|
|
1955
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$699
|
–
|
–
|
–
|
|
|
1956
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$699
|
+$729
|
+9
|
New
|
|
|
1957
|
Bellwether Advisors
Lincoln,
Nebraska
|
$388
|
+$405
|
+5
|
New
|
|
|
1958
|
WR Wealth Planners
Columbia,
Missouri
|
$311
|
-$16.4K
|
-202
|
-98%
|
|
|
1959
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$272
|
-$32.4K
|
-400
|
Closed
|
|
|
1960
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$109
|
+$81
|
+1
|
New
|
|
|
1961
|
Annapolis Financial Services
Annapolis,
Maryland
|
$78
|
-$39K
|
-481
|
-100%
|
|
|
1962
|
Column Capital Advisors
Indianapolis,
Indiana
|
$78
|
-$32.3K
|
-399
|
-100%
|
|
|
1963
|
Cullen Capital Management
New York
|
–
|
-$212M
|
-2,626,885
|
Closed
|
|
|
1964
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
–
|
-$120M
|
-1,480,286
|
Closed
|
|
|
1965
|
Woodline Partners
San Francisco,
California
|
–
|
-$76.3M
|
-944,872
|
Closed
|
|
|
1966
|
Camber Capital Management
Boston,
Massachusetts
|
–
|
-$40.4M
|
-500,000
|
Closed
|
|
|
1967
|
|
–
|
-$24.2M
|
-300,281
|
Closed
|
|
|
1968
|
Brookfield Corp
Toronto,
Ontario, Canada
|
–
|
-$23M
|
-285,359
|
Closed
|
|
|
1969
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
–
|
-$16M
|
-197,988
|
Closed
|
|
|
1970
|
Randolph Company
Cincinnati,
Ohio
|
–
|
-$14.2M
|
-175,349
|
Closed
|
|
|
1971
|
Nekton Capital
London,
United Kingdom
|
–
|
-$13.2M
|
-163,275
|
Closed
|
|
|
1972
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
–
|
-$12.4M
|
-154,136
|
Closed
|
|
|
1973
|
Blue Chip Partners
Farmington Hills,
Michigan
|
–
|
-$10.7M
|
-132,910
|
Closed
|
|
|
1974
|
Waverton Investment Management
London,
United Kingdom
|
–
|
-$7.37M
|
-91,240
|
Closed
|
|
|
1975
|
Grassi Investment Management
Santa Clara,
California
|
–
|
-$6.97M
|
-86,325
|
Closed
|
|
