|
1976
|
Regal Wealth Group
Seal Beach,
California
|
$9K
|
–
|
–
|
–
|
|
|
1977
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
1978
|
Simplex Trading
Chicago,
Illinois
|
$7K
|
-$11.3M
|
-97,074
|
-100%
|
|
|
1979
|
FNY Investment Advisers
New York
|
$7K
|
-$1.16K
|
-10
|
-13%
|
|
|
1980
|
Evolution Wealth Advisors
Aventura,
Florida
|
$7K
|
+$6.97K
|
+60
|
New
|
|
|
1981
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$7K
|
+$7.43K
|
+64
|
New
|
|
|
1982
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$6K
|
-$7.32K
|
-63
|
-54%
|
|
|
1983
|
Bourgeon Capital Management
Darien,
Connecticut
|
$6K
|
–
|
–
|
–
|
|
|
1984
|
Globeflex Capital
San Diego,
California
|
$6K
|
–
|
–
|
–
|
|
|
1985
|
Litman Gregory Wealth Management
Larkspur,
California
|
$6K
|
–
|
–
|
–
|
|
|
1986
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$6K
|
–
|
–
|
–
|
|
|
1987
|
Credential Qtrade Securities
Vancouver,
|
$5.19K
|
-$18.2K
|
-157
|
-78%
|
|
|
1988
|
Ashburton (Jersey)
St Helier,
Jersey
|
$4K
|
-$28K
|
-241
|
-86%
|
|
|
1989
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
1990
|
Cordant Inc
Portland,
Oregon
|
$4K
|
–
|
–
|
–
|
|
|
1991
|
USA Financial Formulas
Ada,
Michigan
|
$4K
|
+$1.04K
|
+9
|
+41%
|
|
|
1992
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$4K
|
+$4.18K
|
+36
|
New
|
|
|
1993
|
Financial Enhancement Group
Anderson,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
1994
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$2.9K
|
+$2.9K
|
+25
|
New
|
|
|
1995
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
1996
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
1997
|
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
–
|
-$77.7M
|
-732,200
|
Closed
|
|
|
1998
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$25M
|
-235,441
|
Closed
|
|
|
1999
|
Piedmont Investment Advisors
Durham,
North Carolina
|
–
|
-$13.9M
|
-131,289
|
Closed
|
|
|
2000
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
–
|
-$13.6M
|
-128,294
|
Closed
|
|
