|
1976
|
Bogart Wealth LLC
Mclean,
Virginia
|
$18K
|
+$19.2K
|
+166
|
New
|
|
|
1977
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$15K
|
+$12.7K
|
+110
|
+524%
|
|
|
1978
|
Regal Wealth Group
Seal Beach,
California
|
$13K
|
–
|
–
|
–
|
|
|
1979
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
1980
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
1981
|
Hefty Wealth Partners
Auburn,
Indiana
|
$11K
|
–
|
–
|
–
|
|
|
1982
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
1983
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$10K
|
+$3.47K
|
+30
|
+50%
|
|
|
1984
|
Horan Securities
Cincinnati,
United States
|
$6K
|
–
|
–
|
–
|
|
|
1985
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
1986
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1987
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$3K
|
–
|
–
|
–
|
|
|
1988
|
FNY Managed Accounts
New York
|
$3K
|
+$3.7K
|
+32
|
New
|
|
|
1989
|
Ironwood Financial
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
1990
|
Israel Discount Bank of New York
New York
|
$2K
|
–
|
–
|
–
|
|
|
1991
|
Pacific Center for Financial Services
San Ramon,
California
|
$2K
|
–
|
–
|
–
|
|
|
1992
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$2K
|
+$2.31K
|
+20
|
New
|
|
|
1993
|
Two Sigma Investments
New York
|
–
|
-$46.5M
|
-402,762
|
Closed
|
|
|
1994
|
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
–
|
-$23.8M
|
-205,888
|
Closed
|
|
|
1995
|
Salient Capital Advisors
Houston,
Texas
|
–
|
-$14.5M
|
-125,368
|
Closed
|
|
|
1996
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
–
|
-$14.3M
|
-123,451
|
Closed
|
|
|
1997
|
Sprott Inc
Toronto,
Ontario, Canada
|
–
|
-$9.33M
|
-80,800
|
Closed
|
|
|
1998
|
Ivory Investment Management
New York
|
–
|
-$7.24M
|
-62,674
|
Closed
|
|
|
1999
|
Laurion Capital Management
New York
|
–
|
-$5.36M
|
-46,400
|
Closed
|
|
|
2000
|
Quantitative Investment Management
Charlottesville,
Virginia
|
–
|
-$3.93M
|
-34,000
|
Closed
|
|
