|
1951
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.77K
|
+$2.1K
|
+16
|
New
|
|
|
1952
|
WBH Advisory
Baltimore,
Maryland
|
$1.77K
|
-$23.2K
|
-176
|
-1%
|
|
|
1953
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1K
|
+$1.05K
|
+8
|
New
|
|
|
1954
|
NWAM LLC
Mercer Island,
Washington
|
$823
|
-$27.9K
|
-212
|
-3%
|
|
|
1955
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$698
|
+$28.8K
|
+219
|
+4%
|
|
|
1956
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$458
|
+$110K
|
+839
|
+264%
|
|
|
1957
|
tru Independence
Portland,
Oregon
|
$316
|
–
|
–
|
–
|
|
|
1958
|
Freestone Capital Holdings
Seattle,
Washington
|
$244
|
+$101K
|
+771
|
+56%
|
|
|
1959
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$247M
|
-1,673,248
|
Closed
|
|
|
1960
|
Winslow Capital Management
Minneapolis,
Minnesota
|
–
|
-$183M
|
-1,239,178
|
Closed
|
|
|
1961
|
Adage Capital Partners
Boston,
Massachusetts
|
–
|
-$118M
|
-799,129
|
Closed
|
|
|
1962
|
|
–
|
-$90.4M
|
-615,062
|
Closed
|
|
|
1963
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$35M
|
-237,506
|
Closed
|
|
|
1964
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$25.7M
|
-169,980
|
Closed
|
|
|
1965
|
Duality Advisers
Miami,
Florida
|
–
|
-$17M
|
-115,244
|
Closed
|
|
|
1966
|
Employees Provident Fund Board
Shah Alam,
Malaysia
|
–
|
-$15.6M
|
-105,419
|
Closed
|
|
|
1967
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
–
|
-$15.5M
|
-105,052
|
Closed
|
|
|
1968
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
–
|
-$12.8M
|
-86,771
|
Closed
|
|
|
1969
|
Luminus Management
Houston,
Texas
|
–
|
-$10.8M
|
-72,956
|
Closed
|
|
|
1970
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$1.44M
|
-68,345
|
Closed
|
|
|
1971
|
Capstone Investment Advisors
New York
|
–
|
-$8.76M
|
-66,615
|
Closed
|
|
|
1972
|
6 Meridian
Wichita,
Kansas
|
–
|
-$7.2M
|
-48,791
|
Closed
|
|
|
1973
|
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
–
|
-$6.38M
|
-43,215
|
Closed
|
|
|
1974
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
–
|
-$5.51M
|
-37,326
|
Closed
|
|
|
1975
|
Alight Capital Management
New York
|
–
|
-$5.29M
|
-35,880
|
Closed
|
|
