|
1976
|
POM Investment Strategies
Raleigh,
North Carolina
|
$2.86K
|
–
|
–
|
–
|
|
|
1977
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.86K
|
+$2.69K
|
+8
|
New
|
|
|
1978
|
Chesapeake Asset Management
New York
|
$2.5K
|
–
|
–
|
–
|
|
|
1979
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.15K
|
-$673
|
-2
|
-25%
|
|
|
1980
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$2.15K
|
–
|
–
|
–
|
|
|
1981
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2.15K
|
+$2.02K
|
+6
|
New
|
|
|
1982
|
True Wealth Design
Akron,
Ohio
|
$1.79K
|
-$8.07K
|
-24
|
-83%
|
|
|
1983
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.79K
|
–
|
–
|
–
|
|
|
1984
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.79K
|
–
|
–
|
–
|
|
|
1985
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.79K
|
+$1.68K
|
+5
|
New
|
|
|
1986
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$1.68K
|
-$49.1K
|
-146
|
-97%
|
|
|
1987
|
Caitlin John
Brighton,
Michigan
|
$1.47K
|
-$2.02K
|
-6
|
-60%
|
|
|
1988
|
First Command Advisory Services
Fort Worth,
Texas
|
$1.43K
|
+$1.35K
|
+4
|
New
|
|
|
1989
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.07K
|
-$13.1K
|
-39
|
-93%
|
|
|
1990
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$716
|
+$673
|
+2
|
New
|
|
|
1991
|
TD Capital Management
Memphis,
Tennessee
|
$221
|
-$15.1K
|
-45
|
-98%
|
|
|
1992
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$53
|
–
|
–
|
–
|
|
|
1993
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$15
|
–
|
–
|
–
|
|
|
1994
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
–
|
-$485M
|
-1,620,299
|
Closed
|
|
|
1995
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
–
|
-$144M
|
-480,740
|
Closed
|
|
|
1996
|
Viking Global Investors
Stamford,
Connecticut
|
–
|
-$74.5M
|
-248,913
|
Closed
|
|
|
1997
|
Sofinnova Investments
Menlo Park,
California
|
–
|
-$18.8M
|
-62,788
|
Closed
|
|
|
1998
|
Point72 Middle East FZE
Dubai,
United Arab Emirates
|
–
|
-$17.5M
|
-58,549
|
Closed
|
|
|
1999
|
Inspire Investing
Meridian,
Idaho
|
–
|
-$11M
|
-36,761
|
Closed
|
|
|
2000
|
Weiss Multi-Strategy Advisers
New York
|
–
|
-$4M
|
-13,358
|
Closed
|
|
