|
1951
|
Private Ocean
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
1952
|
Sittner & Nelson
Eugene,
Oregon
|
$2K
|
–
|
–
|
–
|
|
|
1953
|
Strategic Asset Management
Rochester,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
1954
|
TFC Financial Management
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
1955
|
TFO Wealth Partners
Maumee,
Ohio
|
$2K
|
+$2.69K
|
+16
|
New
|
|
|
1956
|
WR Wealth Planners
Columbia,
Missouri
|
$1.23K
|
–
|
–
|
–
|
|
|
1957
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.23K
|
+$1.35K
|
+8
|
New
|
|
|
1958
|
|
$1K
|
–
|
–
|
–
|
|
|
1959
|
CNB Bank
Clearfield,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1960
|
Kessler Investment Group
Columbus,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
1961
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
1962
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1963
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
1964
|
Westside Investment Management
Santa Monica,
California
|
$95
|
-$4.21K
|
-25
|
-4%
|
|
|
1965
|
|
–
|
-$55.5M
|
-329,846
|
Closed
|
|
|
1966
|
Mackay Shields LLC
New York
|
–
|
-$24.3M
|
-132,589
|
Closed
|
|
|
1967
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
–
|
-$17.9M
|
-97,692
|
Closed
|
|
|
1968
|
ClariVest Asset Management
San Diego,
California
|
–
|
-$11M
|
-59,888
|
Closed
|
|
|
1969
|
Distillate Capital Partners
Chicago,
Illinois
|
–
|
-$8.47M
|
-46,166
|
Closed
|
|
|
1970
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
–
|
-$8.08M
|
-44,059
|
Closed
|
|
|
1971
|
Strategic Global Advisors
Newport Beach,
California
|
–
|
-$6.06M
|
-33,006
|
Closed
|
|
|
1972
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
–
|
-$4.12M
|
-22,453
|
Closed
|
|
|
1973
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$3.83M
|
-20,874
|
Closed
|
|
|
1974
|
Sciencast Management
Princeton,
New Jersey
|
–
|
-$3.47M
|
-19,611
|
Closed
|
|
|
1975
|
IBM Retirement Fund
Armonk,
New York
|
–
|
-$2.7M
|
-14,722
|
Closed
|
|
