|
1976
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
1977
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
1978
|
One Wealth Advisors
San Francisco,
California
|
$11K
|
-$12K
|
-223
|
-51%
|
|
|
1979
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$11K
|
+$11.7K
|
+216
|
New
|
|
|
1980
|
Risk Paradigm Group
Austin,
Texas
|
$10.9K
|
-$864
|
-16
|
-7%
|
|
|
1981
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$10K
|
-$56.6K
|
-1,048
|
-84%
|
|
|
1982
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$10K
|
–
|
–
|
–
|
|
|
1983
|
Truepoint Inc
Cincinnati,
Ohio
|
$7.99K
|
-$268K
|
-4,962
|
-92%
|
|
|
1984
|
Horan Securities
Cincinnati,
United States
|
$7K
|
–
|
–
|
–
|
|
|
1985
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$6K
|
+$6K
|
+111
|
New
|
|
|
1986
|
Aristotle Capital Management
Los Angeles,
California
|
$6K
|
+$6.37K
|
+118
|
New
|
|
|
1987
|
Israel Discount Bank of New York
New York
|
$5K
|
–
|
–
|
–
|
|
|
1988
|
Financial Gravity Companies
Lakeway,
Texas
|
$4K
|
+$1.78K
|
+33
|
+83%
|
|
|
1989
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$4K
|
+$2.86K
|
+53
|
+353%
|
|
|
1990
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4K
|
+$3.94K
|
+73
|
New
|
|
|
1991
|
LifePlan Financial Group
Dayton,
Ohio
|
$4K
|
+$4.48K
|
+83
|
New
|
|
|
1992
|
Hefty Wealth Partners
Auburn,
Indiana
|
$3K
|
-$24K
|
-445
|
-88%
|
|
|
1993
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3K
|
-$1.46K
|
-27
|
-34%
|
|
|
1994
|
Portfolio Solutions
Royal Oak,
Michigan
|
$3K
|
+$3.56K
|
+66
|
New
|
|
|
1995
|
Aviance Capital Management
Sarasota,
Florida
|
$2K
|
+$2K
|
+37
|
New
|
|
|
1996
|
Cutler Group
San Francisco,
California
|
$1K
|
-$439K
|
-8,128
|
-100%
|
|
|
1997
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$98.5M
|
-1,834,974
|
Closed
|
|
|
1998
|
Rock Springs Capital Management
Baltimore,
Maryland
|
–
|
-$47.9M
|
-891,534
|
Closed
|
|
|
1999
|
Honeywell International
Charlotte,
North Carolina
|
–
|
-$39.1M
|
-727,417
|
Closed
|
|
|
2000
|
Tourbillon Capital Partners
New York
|
–
|
-$24.1M
|
-445,400
|
Closed
|
|
