|
1926
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
1927
|
MKD Wealth Coaches
Troy,
Michigan
|
$1K
|
+$155K
|
+1,006
|
New
|
|
|
1928
|
Meridian Wealth Management
Lexington,
Kentucky
|
$694
|
+$73.6K
|
+478
|
New
|
|
|
1929
|
WealthStone
Columbus,
Ohio
|
$520
|
+$616
|
+4
|
New
|
|
|
1930
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$417
|
+$11.1K
|
+72
|
+3%
|
|
|
1931
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$388
|
+$45.7K
|
+297
|
+12%
|
|
|
1932
|
Freestone Capital Holdings
Seattle,
Washington
|
$335
|
-$90.5K
|
-588
|
-20%
|
|
|
1933
|
Westside Investment Management
Santa Monica,
California
|
$44
|
+$47K
|
+305
|
New
|
|
|
1934
|
Parnassus Investments
San Francisco,
California
|
–
|
-$732M
|
-4,212,003
|
Closed
|
|
|
1935
|
Focused Investors
Los Angeles,
California
|
–
|
-$69.7M
|
-401,378
|
Closed
|
|
|
1936
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
–
|
-$20.1M
|
-115,825
|
Closed
|
|
|
1937
|
Osterweis Capital Management
San Francisco,
California
|
–
|
-$19.8M
|
-113,716
|
Closed
|
|
|
1938
|
AMI Asset Management
Los Angeles,
California
|
–
|
-$19.1M
|
-110,226
|
Closed
|
|
|
1939
|
Quest Investment Management
Lake Oswego,
Oregon
|
–
|
-$17.5M
|
-100,568
|
Closed
|
|
|
1940
|
|
–
|
-$17.3M
|
-99,864
|
Closed
|
|
|
1941
|
Cooper Investors
Melbourne, Victoria,
Australia
|
–
|
-$14.1M
|
-81,156
|
Closed
|
|
|
1942
|
Foresters Investment Management
New York
|
–
|
-$11.7M
|
-67,106
|
Closed
|
|
|
1943
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
–
|
-$9.34M
|
-53,749
|
Closed
|
|
|
1944
|
First Long Island Investors
Jericho,
New York
|
–
|
-$8.41M
|
-48,401
|
Closed
|
|
|
1945
|
Centre Asset Management
New York
|
–
|
-$7.65M
|
-44,049
|
Closed
|
|
|
1946
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
–
|
-$7.4M
|
-42,581
|
Closed
|
|
|
1947
|
Circle Road Advisors
New York
|
–
|
-$6.87M
|
-39,559
|
Closed
|
|
|
1948
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
–
|
-$6.79M
|
-39,109
|
Closed
|
|
|
1949
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
–
|
-$5.9M
|
-33,957
|
Closed
|
|
|
1950
|
Dundas Partners
Edinburgh,
United Kingdom
|
–
|
-$5.58M
|
-32,296
|
Closed
|
|
