|
1976
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
1977
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
1978
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
1979
|
Country Trust Bank
Bloomington,
Illinois
|
$3K
|
+$2.47K
|
+23
|
New
|
|
|
1980
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2K
|
-$2.04K
|
-19
|
-50%
|
|
|
1981
|
IMA Advisory Services
Denver,
Colorado
|
$2K
|
+$1.4K
|
+13
|
New
|
|
|
1982
|
Hoey Investments
Coatesville,
Pennsylvania
|
$1K
|
-$75.1K
|
-700
|
-99%
|
|
|
1983
|
NuWave Investment Management
Parsippany,
New Jersey
|
$1K
|
-$21.4K
|
-199
|
-97%
|
|
|
1984
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1K
|
-$1.72K
|
-16
|
-73%
|
|
|
1985
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
1986
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$1K
|
–
|
–
|
–
|
|
|
1987
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1988
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1989
|
Halpern Financial
Ashburn,
Virginia
|
$127
|
–
|
–
|
–
|
|
|
1990
|
|
–
|
-$123M
|
-1,250,000
|
Closed
|
|
|
1991
|
MN Services Vermogensbeheer
The Hague,
Netherlands
|
–
|
-$104M
|
-1,058,624
|
Closed
|
|
|
1992
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
–
|
-$85.6M
|
-872,892
|
Closed
|
|
|
1993
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$51.9M
|
-529,823
|
Closed
|
|
|
1994
|
Incline Global Management
New York
|
–
|
-$30.8M
|
-314,615
|
Closed
|
|
|
1995
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$24.4M
|
-249,134
|
Closed
|
|
|
1996
|
Adams Diversified Equity Fund
Baltimore,
Maryland
|
–
|
-$23.3M
|
-238,000
|
Closed
|
|
|
1997
|
Scopus Asset Management
New York
|
–
|
-$14.4M
|
-147,000
|
Closed
|
|
|
1998
|
Graham Capital Management
Rowayton,
Connecticut
|
–
|
-$11.8M
|
-120,000
|
Closed
|
|
|
1999
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$10.2M
|
-104,000
|
Closed
|
|
|
2000
|
Meritage Portfolio Management
Overland Park,
Kansas
|
–
|
-$7.38M
|
-75,279
|
Closed
|
|
