|
1951
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$13K
|
–
|
–
|
–
|
|
|
1952
|
Pacific Center for Financial Services
San Ramon,
California
|
$13K
|
–
|
–
|
–
|
|
|
1953
|
Janiczek Wealth Management
Denver,
Colorado
|
$13K
|
+$6.79K
|
+180
|
+120%
|
|
|
1954
|
First Washington Corp
Seattle,
Washington
|
$12K
|
–
|
–
|
–
|
|
|
1955
|
RPG Investment Advisory
Pleasanton,
California
|
$12K
|
–
|
–
|
–
|
|
|
1956
|
Salomon & Ludwin
Richmond,
Virginia
|
$12K
|
–
|
–
|
–
|
|
|
1957
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$12K
|
+$1.02K
|
+27
|
+10%
|
|
|
1958
|
KCS Wealth Advisory
Los Angeles,
California
|
$11.9K
|
+$11.3K
|
+300
|
New
|
|
|
1959
|
Price Wealth
Austin,
Texas
|
$10K
|
–
|
–
|
–
|
|
|
1960
|
Pathstone Family Office
Englewood,
New Jersey
|
$9K
|
-$577K
|
-15,300
|
-99%
|
|
|
1961
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
1962
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7K
|
-$9.06K
|
-240
|
-58%
|
|
|
1963
|
Canton Hathaway
Providence,
Rhode Island
|
$7K
|
–
|
–
|
–
|
|
|
1964
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$7K
|
+$226
|
+6
|
+3%
|
|
|
1965
|
Altshuler Shaham
Tel Aviv,
Israel
|
$7K
|
+$6.45K
|
+171
|
New
|
|
|
1966
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$6.76K
|
+$6.45K
|
+171
|
New
|
|
|
1967
|
Macroview Investment Management
Bethesda,
Maryland
|
$6K
|
–
|
–
|
–
|
|
|
1968
|
Credential Qtrade Securities
Vancouver,
|
$5.93K
|
+$5.66K
|
+150
|
New
|
|
|
1969
|
Next Capital Management
New York
|
$2K
|
-$17.8K
|
-471
|
-92%
|
|
|
1970
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
1971
|
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
–
|
-$67.6M
|
-1,835,988
|
Closed
|
|
|
1972
|
Holocene Advisors
New York
|
–
|
-$45.5M
|
-1,235,619
|
Closed
|
|
|
1973
|
Voleon Capital Management
Berkeley,
California
|
–
|
-$33.1M
|
-900,000
|
Closed
|
|
|
1974
|
|
–
|
-$33.1M
|
-897,417
|
Closed
|
|
|
1975
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$22.9M
|
-622,236
|
Closed
|
|
