|
1976
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2K
|
+$103
|
+1
|
+6%
|
|
|
1977
|
TFO Wealth Partners
Maumee,
Ohio
|
$2K
|
+$2.16K
|
+21
|
New
|
|
|
1978
|
|
$2K
|
+$2.68K
|
+26
|
New
|
|
|
1979
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.41K
|
+$256K
|
+2,487
|
+19%
|
|
|
1980
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.17K
|
–
|
–
|
–
|
|
|
1981
|
J. Safra Asset Management
New York
|
$1K
|
-$7.52K
|
-73
|
-34%
|
|
|
1982
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1K
|
-$515
|
-5
|
-29%
|
|
|
1983
|
Solstein Capital
Menlo Park,
California
|
$1K
|
–
|
–
|
–
|
|
|
1984
|
West Branch Capital
Amherst,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
1985
|
Cribstone Capital Management
Augusta,
Maine
|
$1K
|
+$1.65K
|
+16
|
New
|
|
|
1986
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$660
|
+$139K
|
+1,350
|
+23%
|
|
|
1987
|
WestEnd Advisors
Charlotte,
North Carolina
|
$449
|
+$515
|
+5
|
New
|
|
|
1988
|
International Assets Investment Management
Orlando,
Florida
|
$400
|
+$5.98K
|
+58
|
+1%
|
|
|
1989
|
Apeiron RIA
Dallas,
Texas
|
$359
|
+$41.2K
|
+400
|
New
|
|
|
1990
|
Westside Investment Management
Santa Monica,
California
|
$89
|
–
|
–
|
–
|
|
|
1991
|
Castle Hook Partners
New York
|
–
|
-$64.9M
|
-648,818
|
Closed
|
|
|
1992
|
Nordea Investment Management
Stockholm,
Sweden
|
–
|
-$40.7M
|
-401,579
|
Closed
|
|
|
1993
|
Main Street Research
Lakeville,
Connecticut
|
–
|
-$21.8M
|
-217,871
|
Closed
|
|
|
1994
|
Mackay Shields LLC
New York
|
–
|
-$18.8M
|
-187,544
|
Closed
|
|
|
1995
|
NFJ Investment Group
Dallas,
Texas
|
–
|
-$9.95M
|
-99,460
|
Closed
|
|
|
1996
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$5.64M
|
-56,428
|
Closed
|
|
|
1997
|
Aaron Wealth Advisors
Chicago,
Illinois
|
–
|
-$460K
|
-46,000
|
Closed
|
|
|
1998
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$4.5M
|
-44,955
|
Closed
|
|
|
1999
|
Duality Advisers
Miami,
Florida
|
–
|
-$4.3M
|
-43,000
|
Closed
|
|
|
2000
|
Pearl River Capital
Niles,
Michigan
|
–
|
-$3.73M
|
-37,251
|
Closed
|
|
