|
1976
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
1977
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$3.41K
|
–
|
–
|
–
|
|
|
1978
|
Cedar Wealth Management
Walnut Creek,
California
|
$3K
|
-$1.01K
|
-6
|
-25%
|
|
|
1979
|
James Investment Research
Alpha,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
1980
|
PFG Private Wealth Management
Lutz,
Florida
|
$3K
|
+$3.52K
|
+21
|
New
|
|
|
1981
|
PFS Investments
Duluth,
Georgia
|
$2.43K
|
+$196K
|
+1,168
|
+8%
|
|
|
1982
|
Financial Enhancement Group
Anderson,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
1983
|
KB Financial Partners
Princeton,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
1984
|
Private Ocean
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
1985
|
Sittner & Nelson
Eugene,
Oregon
|
$2K
|
–
|
–
|
–
|
|
|
1986
|
Strategic Asset Management
Rochester,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
1987
|
TFC Financial Management
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
1988
|
Alaska Permanent Fund
Juneau,
Alaska
|
$2K
|
+$1.68K
|
+10
|
New
|
|
|
1989
|
Surevest
Los Angeles,
California
|
$2K
|
+$2.01K
|
+12
|
New
|
|
|
1990
|
Polar Capital Holdings
London,
United Kingdom
|
$1.58K
|
+$38.9K
|
+232
|
+2%
|
|
|
1991
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.55K
|
+$1.68K
|
+10
|
New
|
|
|
1992
|
WR Wealth Planners
Columbia,
Missouri
|
$1.24K
|
–
|
–
|
–
|
|
|
1993
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1K
|
-$168
|
-1
|
-13%
|
|
|
1994
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1995
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$599
|
+$169K
|
+1,006
|
+35%
|
|
|
1996
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$274
|
+$1.51K
|
+9
|
+0.5%
|
|
|
1997
|
Westside Investment Management
Santa Monica,
California
|
$96
|
–
|
–
|
–
|
|
|
1998
|
Johnson Midwest Financial
Glidden,
Iowa
|
$16
|
–
|
–
|
–
|
|
|
1999
|
Laurion Capital Management
New York
|
–
|
-$40.9M
|
-243,971
|
Closed
|
|
|
2000
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
–
|
-$26.8M
|
-174,595
|
Closed
|
|
