|
1951
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
1952
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
1953
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$4K
|
+$3.4K
|
+21
|
New
|
|
|
1954
|
Globeflex Capital
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
1955
|
Atwood & Palmer
Kansas City,
Missouri
|
$3K
|
+$2.59K
|
+16
|
New
|
|
|
1956
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$3K
|
+$2.59K
|
+16
|
New
|
|
|
1957
|
Fiduciary Planning
Englewood,
Florida
|
$2K
|
-$2.19M
|
-13,512
|
-100%
|
|
|
1958
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$2K
|
–
|
–
|
–
|
|
|
1959
|
Ironwood Financial
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
1960
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
1961
|
Solstein Capital
Menlo Park,
California
|
$2K
|
+$1.46K
|
+9
|
New
|
|
|
1962
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1963
|
KB Financial Partners
Princeton,
New Jersey
|
$1K
|
+$1.29K
|
+8
|
New
|
|
|
1964
|
Westside Investment Management
Santa Monica,
California
|
$31
|
–
|
–
|
–
|
|
|
1965
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
–
|
-$30.9M
|
-183,241
|
Closed
|
|
|
1966
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
–
|
-$16.6M
|
-98,662
|
Closed
|
|
|
1967
|
Edgar Lomax Company
Kingstowne,
Virginia
|
–
|
-$16.4M
|
-97,095
|
Closed
|
|
|
1968
|
Cartenna Capital
Stamford,
Connecticut
|
–
|
-$8.81M
|
-52,295
|
Closed
|
|
|
1969
|
Beaconlight Capital
New York
|
–
|
-$5.68M
|
-33,712
|
Closed
|
|
|
1970
|
Engineers Gate Manager
New York
|
–
|
-$5.59M
|
-33,211
|
Closed
|
|
|
1971
|
Privium Fund Management (UK)
London,
United Kingdom
|
–
|
-$5.54M
|
-32,910
|
Closed
|
|
|
1972
|
Interval Partners
New York
|
–
|
-$4.51M
|
-26,763
|
Closed
|
|
|
1973
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$4.33M
|
-25,731
|
Closed
|
|
|
1974
|
Monte Financial Group
Guilford,
Connecticut
|
–
|
-$4.04M
|
-23,965
|
Closed
|
|
|
1975
|
Capstone Investment Advisors
New York
|
–
|
-$3.52M
|
-21,787
|
Closed
|
|
