|
1926
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$7K
|
-$21.9K
|
-464
|
-77%
|
|
|
1927
|
|
$7K
|
-$3.49K
|
-74
|
-34%
|
|
|
1928
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
1929
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
1930
|
Lucia Wealth Services
San Diego,
California
|
$5K
|
-$47.1K
|
-1,000
|
-91%
|
|
|
1931
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$5K
|
–
|
–
|
–
|
|
|
1932
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
1933
|
Financial Management Professionals
Austin,
Texas
|
$3K
|
+$2.87K
|
+61
|
New
|
|
|
1934
|
Fulcrum Equity Management
Plano,
Texas
|
$3K
|
+$2.87K
|
+61
|
New
|
|
|
1935
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$3K
|
+$3.82M
|
+81,143
|
New
|
|
|
1936
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
1937
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
+$2.03K
|
+43
|
New
|
|
|
1938
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.51K
|
+$1.41K
|
+30
|
New
|
|
|
1939
|
Salomon & Ludwin
Richmond,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
1940
|
Strategic Wealth Partners
Independence,
Ohio
|
$192
|
-$91.3K
|
-1,939
|
-33%
|
|
|
1941
|
AJO LP
Philadelphia,
Pennsylvania
|
–
|
-$107M
|
-2,250,751
|
Closed
|
|
|
1942
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$58.4M
|
-1,234,787
|
Closed
|
|
|
1943
|
Lakewood Capital Management
New York
|
–
|
-$50.8M
|
-1,074,365
|
Closed
|
|
|
1944
|
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
–
|
-$41.7M
|
-880,745
|
Closed
|
|
|
1945
|
Voleon Capital Management
Berkeley,
California
|
–
|
-$40.2M
|
-850,000
|
Closed
|
|
|
1946
|
MN Services Vermogensbeheer
The Hague,
Netherlands
|
–
|
-$35M
|
-740,620
|
Closed
|
|
|
1947
|
Algebris (UK)
London,
United Kingdom
|
–
|
-$19.4M
|
-409,591
|
Closed
|
|
|
1948
|
DPM Capital
Coral Gables,
Florida
|
–
|
-$19.3M
|
-408,100
|
Closed
|
|
|
1949
|
Grisanti Capital Management
New York
|
–
|
-$12.5M
|
-264,441
|
Closed
|
|
|
1950
|
Advisors Capital Management
Ridgewood,
New Jersey
|
–
|
-$8.64M
|
-182,539
|
Closed
|
|
