|
1976
|
|
$40K
|
+$40.6K
|
+313
|
New
|
|
|
1977
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$33K
|
+$33.1K
|
+255
|
New
|
|
|
1978
|
Quantbot Technologies
New York
|
$32K
|
-$40.2K
|
-310
|
-55%
|
|
|
1979
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$32K
|
+$32.4K
|
+250
|
New
|
|
|
1980
|
Ruggie Capital Group
Tavares,
Florida
|
$29K
|
-$22K
|
-170
|
-42%
|
|
|
1981
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$27K
|
–
|
–
|
–
|
|
|
1982
|
First New York Securities
New York
|
$26.6K
|
+$27.1K
|
+209
|
New
|
|
|
1983
|
Global X Management Company
New York
|
$25K
|
+$6.09K
|
+47
|
+32%
|
|
|
1984
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$20K
|
-$2.72K
|
-21
|
-12%
|
|
|
1985
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$19.7K
|
-$13.4M
|
-103,038
|
-100%
|
|
|
1986
|
Somerset Trust
Somerset,
Pennsylvania
|
$19K
|
-$8.17K
|
-63
|
-30%
|
|
|
1987
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
1988
|
Troy Asset Management
London,
United Kingdom
|
$14K
|
–
|
–
|
–
|
|
|
1989
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$13K
|
-$2.72K
|
-21
|
-17%
|
|
|
1990
|
Private Ocean
San Rafael,
California
|
$13K
|
–
|
–
|
–
|
|
|
1991
|
AssetMark Inc
Concord,
California
|
$12K
|
-$2.38M
|
-18,338
|
-99%
|
|
|
1992
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8K
|
-$80.7K
|
-622
|
-91%
|
|
|
1993
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
1994
|
Financial Advantage
Columbia,
Maryland
|
$6K
|
–
|
–
|
–
|
|
|
1995
|
CenterStar Fund
Chicago,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
1996
|
Pathstone Family Office
Englewood,
New Jersey
|
$4K
|
–
|
–
|
–
|
|
|
1997
|
Aviance Capital Management
Sarasota,
Florida
|
$3K
|
-$805K
|
-6,211
|
-100%
|
|
|
1998
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
-$3.5K
|
-27
|
-56%
|
|
|
1999
|
|
$1K
|
-$3.79M
|
-29,213
|
-82%
|
|
|
2000
|
Arbiter Partners Capital Management
New York
|
$1K
|
–
|
–
|
–
|
|
