|
1926
|
Fusion Family Wealth
Woodbury,
New York
|
$9K
|
-$3.06K
|
-12
|
-24%
|
|
|
1927
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
1928
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$9K
|
+$1.02K
|
+4
|
+12%
|
|
|
1929
|
Shelton Capital Management
Denver,
Colorado
|
$8.31K
|
-$1.42M
|
-5,553
|
-73%
|
|
|
1930
|
Front Row Advisors
Tiburon,
California
|
$8K
|
-$255
|
-1
|
-3%
|
|
|
1931
|
Kelly Financial Services
Braintree,
Massachusetts
|
$7.17K
|
+$7.4K
|
+29
|
New
|
|
|
1932
|
Lake Point Wealth Management
Rockwall,
Texas
|
$7K
|
-$282K
|
-1,105
|
-97%
|
|
|
1933
|
Catamount Wealth Management
Westport,
Connecticut
|
$7K
|
-$4.08K
|
-16
|
-35%
|
|
|
1934
|
One Wealth Advisors
San Francisco,
California
|
$4K
|
-$58.7M
|
-230,201
|
-100%
|
|
|
1935
|
Country Trust Bank
Bloomington,
Illinois
|
$4K
|
-$13.3K
|
-52
|
-76%
|
|
|
1936
|
SRH Advisors
Salina,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
1937
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$4K
|
+$3.83K
|
+15
|
New
|
|
|
1938
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$4K
|
+$5.1K
|
+20
|
New
|
|
|
1939
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$3K
|
–
|
–
|
–
|
|
|
1940
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3K
|
+$1.78K
|
+7
|
+100%
|
|
|
1941
|
Hudock Inc
Williamsport,
Pennsylvania
|
$2K
|
-$52K
|
-204
|
-95%
|
|
|
1942
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2K
|
-$255
|
-1
|
-13%
|
|
|
1943
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
1944
|
Crewe Advisors
Salt Lake City,
Utah
|
$1K
|
-$24.2K
|
-95
|
-95%
|
|
|
1945
|
CSat Investment Advisory
Detroit,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1946
|
Senator Investment Group
New York
|
–
|
-$187M
|
-750,000
|
Closed
|
|
|
1947
|
Passport Capital
San Francisco,
California
|
–
|
-$7.3M
|
-500,000
|
Closed
|
|
|
1948
|
Polar Capital
London,
United Kingdom
|
–
|
-$122M
|
-490,705
|
Closed
|
|
|
1949
|
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
|
–
|
-$100M
|
-402,840
|
Closed
|
|
|
1950
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$92.6M
|
-371,588
|
Closed
|
|
