|
1976
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$13K
|
–
|
–
|
–
|
|
|
1977
|
RMR Wealth Builders
Montclair,
New Jersey
|
$13K
|
+$12.9K
|
+102
|
New
|
|
|
1978
|
Disciplined Investments
Tulsa,
Oklahoma
|
$12K
|
–
|
–
|
–
|
|
|
1979
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
1980
|
IMA Advisory Services
Denver,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
1981
|
Knuff & Co
Foster City,
California
|
$12K
|
–
|
–
|
–
|
|
|
1982
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
1983
|
Ironwood Financial
Tucson,
Arizona
|
$12K
|
+$3.4K
|
+27
|
+43%
|
|
|
1984
|
Credential Qtrade Securities
Vancouver,
|
$8.58K
|
-$586K
|
-4,653
|
-99%
|
|
|
1985
|
RPG Investment Advisory
Pleasanton,
California
|
$8K
|
+$7.69K
|
+61
|
New
|
|
|
1986
|
Ranch Capital Advisors
Sarasota,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
1987
|
Jackson Square Capital
San Francisco,
California
|
$6K
|
-$6.05K
|
-48
|
-50%
|
|
|
1988
|
Davis Capital Management
Jacksonville,
Florida
|
$6K
|
-$1.64K
|
-13
|
-21%
|
|
|
1989
|
Price Wealth
Austin,
Texas
|
$5K
|
-$8.57K
|
-68
|
-64%
|
|
|
1990
|
Regal Wealth Group
Seal Beach,
California
|
$5K
|
–
|
–
|
–
|
|
|
1991
|
Solstein Capital
Menlo Park,
California
|
$4K
|
-$18.6K
|
-148
|
-82%
|
|
|
1992
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$3K
|
+$3.28K
|
+26
|
New
|
|
|
1993
|
NuWave Investment Management
Parsippany,
New Jersey
|
$2K
|
-$187K
|
-1,488
|
-99%
|
|
|
1994
|
Rational Advisors
Huntington,
New York
|
$2K
|
-$164K
|
-1,304
|
-99%
|
|
|
1995
|
Janiczek Wealth Management
Denver,
Colorado
|
$2K
|
+$2.14K
|
+17
|
New
|
|
|
1996
|
Mizuho Securities
Tokyo,
Japan
|
$1K
|
+$1.51K
|
+12
|
New
|
|
|
1997
|
Swedbank
Stockholm,
Sweden
|
–
|
-$60.8M
|
-532,257
|
Closed
|
|
|
1998
|
Capital International Investors
Los Angeles,
California
|
–
|
-$49.7M
|
-435,128
|
Closed
|
|
|
1999
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$41.5M
|
-363,706
|
Closed
|
|
|
2000
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
–
|
-$29.1M
|
-254,779
|
Closed
|
|
