|
1926
|
Enterprise Trust & Investment
Los Gatos,
California
|
$6K
|
–
|
–
|
–
|
|
|
1927
|
Regal Wealth Group
Seal Beach,
California
|
$6K
|
–
|
–
|
–
|
|
|
1928
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$5K
|
–
|
–
|
–
|
|
|
1929
|
Arlington Partners
Birmingham,
Alabama
|
$4K
|
-$133K
|
-828
|
-97%
|
|
|
1930
|
Front Row Advisors
Tiburon,
California
|
$4K
|
-$1.28K
|
-8
|
-26%
|
|
|
1931
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4K
|
–
|
–
|
–
|
|
|
1932
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4K
|
–
|
–
|
–
|
|
|
1933
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4K
|
–
|
–
|
–
|
|
|
1934
|
Janiczek Wealth Management
Denver,
Colorado
|
$4K
|
+$3.85K
|
+24
|
New
|
|
|
1935
|
Lee Financial
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1936
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$3K
|
–
|
–
|
–
|
|
|
1937
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
1938
|
|
$2K
|
-$188K
|
-1,172
|
-99%
|
|
|
1939
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
1940
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$2K
|
+$1.6K
|
+10
|
New
|
|
|
1941
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1K
|
-$41.3K
|
-258
|
-98%
|
|
|
1942
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1K
|
+$1.28K
|
+8
|
New
|
|
|
1943
|
Westside Investment Management
Santa Monica,
California
|
$44
|
–
|
–
|
–
|
|
|
1944
|
Winslow Capital Management
Minneapolis,
Minnesota
|
–
|
-$175M
|
-1,241,720
|
Closed
|
|
|
1945
|
MUFG Securities EMEA
London,
United Kingdom
|
–
|
-$66.3M
|
-470,000
|
Closed
|
|
|
1946
|
Two Sigma Investments
New York
|
–
|
-$65M
|
-460,884
|
Closed
|
|
|
1947
|
Corvex Management
New York
|
–
|
-$27.9M
|
-198,000
|
Closed
|
|
|
1948
|
Sands Capital Management
Arlington,
Virginia
|
–
|
-$22.4M
|
-159,171
|
Closed
|
|
|
1949
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
–
|
-$20M
|
-141,568
|
Closed
|
|
|
1950
|
Zurich Insurance Group
Zurich,
Switzerland
|
–
|
-$17.8M
|
-125,860
|
Closed
|
|
