|
1976
|
Hoey Investments
Coatesville,
Pennsylvania
|
$4.2K
|
–
|
–
|
–
|
|
|
1977
|
Broadwater Capital
Boston,
Massachusetts
|
$4.13K
|
–
|
–
|
–
|
|
|
1978
|
Delos Wealth Advisors
Dallas,
Texas
|
$3.99K
|
+$3.07K
|
+42
|
+280%
|
|
|
1979
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$3.85K
|
–
|
–
|
–
|
|
|
1980
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.78K
|
–
|
–
|
–
|
|
|
1981
|
Bullock Wealth Management
Bloomington,
Indiana
|
$3.35K
|
+$3.5K
|
+48
|
New
|
|
|
1982
|
Frazier Financial Advisors
Columbus,
Ohio
|
$3.23K
|
+$365
|
+5
|
+12%
|
|
|
1983
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$2.89K
|
–
|
–
|
–
|
|
|
1984
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$2.1K
|
–
|
–
|
–
|
|
|
1985
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.03K
|
–
|
–
|
–
|
|
|
1986
|
Essex Investment Management
Boston,
Massachusetts
|
$1.89K
|
–
|
–
|
–
|
|
|
1987
|
True Wealth Design
Akron,
Ohio
|
$1.89K
|
+$1.97K
|
+27
|
New
|
|
|
1988
|
Point72 (DIFC)
Dubai,
United Arab Emirates
|
$1.89K
|
+$1.97K
|
+27
|
New
|
|
|
1989
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1.75K
|
-$5.47K
|
-75
|
-75%
|
|
|
1990
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$1.75K
|
–
|
–
|
–
|
|
|
1991
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$1.19K
|
+$1.24K
|
+17
|
New
|
|
|
1992
|
ClariVest Asset Management
San Diego,
California
|
$911
|
–
|
–
|
–
|
|
|
1993
|
WestEnd Advisors
Charlotte,
North Carolina
|
$770
|
-$803
|
-11
|
-50%
|
|
|
1994
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$371
|
+$73
|
+1
|
+25%
|
|
|
1995
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$11
|
–
|
–
|
–
|
|
|
1996
|
Canoe Financial
Calgary,
Alberta, Canada
|
–
|
-$105M
|
-1,449,918
|
Closed
|
|
|
1997
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$76.9M
|
-1,061,153
|
Closed
|
|
|
1998
|
Jennison Associates
New York
|
–
|
-$43.7M
|
-603,992
|
Closed
|
|
|
1999
|
Interval Partners
New York
|
–
|
-$29.4M
|
-406,068
|
Closed
|
|
|
2000
|
Ilex Capital Partners
London,
United Kingdom
|
–
|
-$18.2M
|
-251,144
|
Closed
|
|
