|
1976
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$10M
|
-200,000
|
Closed
|
|
|
1977
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$7.68M
|
-153,600
|
Closed
|
|
|
1978
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$7.12M
|
-142,325
|
Closed
|
|
|
1979
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
–
|
-$3.47M
|
-69,300
|
Closed
|
|
|
1980
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$3.32M
|
-66,305
|
Closed
|
|
|
1981
|
Norway Savings Bank
Portland,
Maine
|
–
|
-$3.28M
|
-65,645
|
Closed
|
|
|
1982
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$3.09M
|
-61,710
|
Closed
|
|
|
1983
|
Royal Harbor Partners
Houston,
Texas
|
–
|
-$2.03M
|
-40,580
|
Closed
|
|
|
1984
|
Cavalier Investments
Alpharetta,
Georgia
|
–
|
-$1.7M
|
-33,975
|
Closed
|
|
|
1985
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$927K
|
-18,520
|
Closed
|
|
|
1986
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$780K
|
-15,585
|
Closed
|
|
|
1987
|
Fiducient Advisors
Chicago,
Illinois
|
–
|
-$701K
|
-14,010
|
Closed
|
|
|
1988
|
Johnson & White Wealth Management
York,
Pennsylvania
|
–
|
-$612K
|
-12,230
|
Closed
|
|
|
1989
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$481K
|
-9,615
|
Closed
|
|
|
1990
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$443K
|
-8,850
|
Closed
|
|
|
1991
|
WorthPointe
La Jolla,
California
|
–
|
-$422K
|
-8,425
|
Closed
|
|
|
1992
|
Bell Bank
Fargo,
North Dakota
|
–
|
-$358K
|
-7,150
|
Closed
|
|
|
1993
|
Calton & Associates
Tampa,
Florida
|
–
|
-$354K
|
-7,065
|
Closed
|
|
|
1994
|
Basso Capital Management
Stamford,
Connecticut
|
–
|
-$350K
|
-7,000
|
Closed
|
|
|
1995
|
Concentrum Wealth Management
San Jose,
California
|
–
|
-$343K
|
-6,860
|
Closed
|
|
|
1996
|
Westshore Wealth
Newport Beach,
California
|
–
|
-$341K
|
-6,815
|
Closed
|
|
|
1997
|
Delta Financial Group
Basking Ridge,
New Jersey
|
–
|
-$317K
|
-6,325
|
Closed
|
|
|
1998
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
–
|
-$312K
|
-6,245
|
Closed
|
|
|
1999
|
Mystic Asset Management
Warwick,
Rhode Island
|
–
|
-$311K
|
-6,225
|
Closed
|
|
|
2000
|
Tradewinds LLC
Raleigh,
North Carolina
|
–
|
-$303K
|
-6,060
|
Closed
|
|
