|
1976
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
1977
|
Evolution Wealth Advisors
Aventura,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
1978
|
FNY Investment Advisers
New York
|
$7K
|
–
|
–
|
–
|
|
|
1979
|
Janiczek Wealth Management
Denver,
Colorado
|
$7K
|
+$6.59K
|
+56
|
New
|
|
|
1980
|
|
$6K
|
-$6.83M
|
-57,995
|
-100%
|
|
|
1981
|
Globeflex Capital
San Diego,
California
|
$6K
|
–
|
–
|
–
|
|
|
1982
|
Litman Gregory Wealth Management
Larkspur,
California
|
$6K
|
–
|
–
|
–
|
|
|
1983
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$6K
|
–
|
–
|
–
|
|
|
1984
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$6K
|
–
|
–
|
–
|
|
|
1985
|
Credential Qtrade Securities
Vancouver,
|
$5.23K
|
–
|
–
|
–
|
|
|
1986
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5K
|
+$2.71K
|
+23
|
+121%
|
|
|
1987
|
Ashburton (Jersey)
St Helier,
Jersey
|
$4K
|
–
|
–
|
–
|
|
|
1988
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
1989
|
Cordant Inc
Portland,
Oregon
|
$4K
|
–
|
–
|
–
|
|
|
1990
|
USA Financial Formulas
Ada,
Michigan
|
$4K
|
+$471
|
+4
|
+13%
|
|
|
1991
|
Financial Enhancement Group
Anderson,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
1992
|
Seaview Investment Managers
Miami,
Florida
|
$3K
|
+$3.41K
|
+29
|
New
|
|
|
1993
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
1994
|
Kensico Capital Management
Greenwich,
Connecticut
|
–
|
-$138M
|
-1,197,670
|
Closed
|
|
|
1995
|
Renaissance Technologies
New York
|
–
|
-$55M
|
-476,662
|
Closed
|
|
|
1996
|
Parnassus Investments
San Francisco,
California
|
–
|
-$20.5M
|
-177,820
|
Closed
|
|
|
1997
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
–
|
-$46K
|
-125,067
|
Closed
|
|
|
1998
|
|
–
|
-$12.6M
|
-109,134
|
Closed
|
|
|
1999
|
|
–
|
-$11.6M
|
-98,453
|
Closed
|
|
|
2000
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
–
|
-$9.62M
|
-83,295
|
Closed
|
|
