|
1976
|
Center for Financial Planning
Southfied,
Michigan
|
$1.48K
|
-$7.33K
|
-98
|
-83%
|
|
|
1977
|
Kimelman & Baird
New York
|
$1.41K
|
–
|
–
|
–
|
|
|
1978
|
Crowley Wealth Management
Wilmington,
Delaware
|
$1.33K
|
+$1.35K
|
+18
|
New
|
|
|
1979
|
Robinswood Financial
Kirkland,
Washington
|
$1.26K
|
–
|
–
|
–
|
|
|
1980
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$1.26K
|
+$1.27K
|
+17
|
New
|
|
|
1981
|
JDM Financial Group
Austin,
Texas
|
$1.18K
|
–
|
–
|
–
|
|
|
1982
|
True Wealth Design
Akron,
Ohio
|
$1.18K
|
+$1.2K
|
+16
|
New
|
|
|
1983
|
Parkworth Wealth Management
Los Gatos,
California
|
$888
|
+$898
|
+12
|
New
|
|
|
1984
|
NBC Securities
Birmingham,
Alabama
|
$835
|
-$888K
|
-11,869
|
-100%
|
|
|
1985
|
NVWM LLC
Yardley,
Pennsylvania
|
$592
|
–
|
–
|
–
|
|
|
1986
|
Activest Wealth Management
Aventure,
Florida
|
$444
|
+$449
|
+6
|
New
|
|
|
1987
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$400
|
+$449
|
+6
|
New
|
|
|
1988
|
Y.D. More Investments
Ramat Gan,
Israel
|
$374
|
+$76K
|
+1,015
|
+122%
|
|
|
1989
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$370
|
+$374
|
+5
|
New
|
|
|
1990
|
Aspect Partners
Fairfax,
Virginia
|
$296
|
–
|
–
|
–
|
|
|
1991
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$75
|
–
|
–
|
–
|
|
|
1992
|
West Branch Capital
Amherst,
Massachusetts
|
$75
|
–
|
–
|
–
|
|
|
1993
|
REAP Financial Group
Austin,
Texas
|
$56
|
-$11.1K
|
-149
|
-99%
|
|
|
1994
|
Pacific Center for Financial Services
San Ramon,
California
|
$9
|
–
|
–
|
–
|
|
|
1995
|
Theleme Partners
London,
United Kingdom
|
–
|
-$272M
|
-4,202,505
|
Closed
|
|
|
1996
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$235M
|
-3,619,657
|
Closed
|
|
|
1997
|
Darsana Capital Partners
New York
|
–
|
-$194M
|
-3,000,000
|
Closed
|
|
|
1998
|
Boston Partners
Boston,
Massachusetts
|
–
|
-$47.4M
|
-730,537
|
Closed
|
|
|
1999
|
Prana Capital Management
Greenwich,
Connecticut
|
–
|
-$39.5M
|
-609,737
|
Closed
|
|
|
2000
|
Regal Partners
Sydney, NSW,
Australia
|
–
|
-$16.5M
|
-254,444
|
Closed
|
|
