|
1976
|
Portfolio Solutions
Royal Oak,
Michigan
|
$25K
|
–
|
–
|
–
|
|
|
1977
|
Fortis Advisors
Wayne,
Pennsylvania
|
$25K
|
+$23.5K
|
+215
|
New
|
|
|
1978
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
1979
|
TD Capital Management
Memphis,
Tennessee
|
$24K
|
+$21.8K
|
+200
|
New
|
|
|
1980
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
1981
|
CKW Financial Group
Honolulu,
Hawaii
|
$19K
|
–
|
–
|
–
|
|
|
1982
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
1983
|
Horan Securities
Cincinnati,
United States
|
$17K
|
+$15.3K
|
+140
|
New
|
|
|
1984
|
TLP Group
Evanston,
Illinois
|
$15K
|
-$254K
|
-2,331
|
-95%
|
|
|
1985
|
Benson Investment Management Company
Roanoke,
Virginia
|
$13K
|
–
|
–
|
–
|
|
|
1986
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$10K
|
-$8.4K
|
-77
|
-47%
|
|
|
1987
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
1988
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8K
|
+$7.75K
|
+71
|
New
|
|
|
1989
|
SouthState Corp
Winter Haven,
Florida
|
$7.46K
|
-$174K
|
-1,593
|
-2%
|
|
|
1990
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$6K
|
-$16.5K
|
-151
|
-74%
|
|
|
1991
|
Group One Trading
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
1992
|
Lloyds Banking Group
London,
United Kingdom
|
$5K
|
–
|
–
|
–
|
|
|
1993
|
Chicago Trust
Grayslake,
Illinois
|
$4.49K
|
-$70.1K
|
-642
|
-2%
|
|
|
1994
|
Horrell Capital Management
Little Rock,
Arkansas
|
$3K
|
–
|
–
|
–
|
|
|
1995
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1996
|
White Pine Capital
Bloomington,
Minnesota
|
$2.84K
|
+$38.2K
|
+350
|
+1%
|
|
|
1997
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
1998
|
RB Capital Management
Reno,
Nevada
|
$1.51K
|
-$150K
|
-1,370
|
-10%
|
|
|
1999
|
Lenox Wealth Advisors
New York
|
$1K
|
+$982
|
+9
|
New
|
|
|
2000
|
Phocas Financial Corp
Alameda,
California
|
$1K
|
+$27.3K
|
+250
|
+3%
|
|
