|
1976
|
Delta Accumulation LLC
Sausalito,
California
|
$2.73K
|
–
|
–
|
–
|
|
|
1977
|
Your Advocates Ltd
Houston,
Texas
|
$2.69K
|
–
|
–
|
–
|
|
|
1978
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$2.62K
|
+$3.05K
|
+70
|
New
|
|
|
1979
|
FSC Wealth Advisors
Fishkill,
New York
|
$2.54K
|
–
|
–
|
–
|
|
|
1980
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.5K
|
–
|
–
|
–
|
|
|
1981
|
Chesapeake Asset Management
New York
|
$2.35K
|
+$2.75K
|
+63
|
New
|
|
|
1982
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.24K
|
+$2.62K
|
+60
|
New
|
|
|
1983
|
ClariVest Asset Management
San Diego,
California
|
$2K
|
-$610
|
-14
|
-15%
|
|
|
1984
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.98K
|
–
|
–
|
–
|
|
|
1985
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.87K
|
–
|
–
|
–
|
|
|
1986
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.87K
|
+$2.18K
|
+50
|
New
|
|
|
1987
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1.87K
|
+$2.18K
|
+50
|
New
|
|
|
1988
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$1.72K
|
+$2K
|
+46
|
New
|
|
|
1989
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$1.68K
|
+$1.96K
|
+45
|
New
|
|
|
1990
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.31K
|
+$349
|
+8
|
+30%
|
|
|
1991
|
Valley Wealth Managers
Paramus,
New Jersey
|
$972
|
–
|
–
|
–
|
|
|
1992
|
USA Financial Formulas
Ada,
Michigan
|
$935
|
+$1.09K
|
+25
|
New
|
|
|
1993
|
PFG Private Wealth Management
Lutz,
Florida
|
$187
|
–
|
–
|
–
|
|
|
1994
|
First Eagle Investment Management
New York
|
–
|
-$389M
|
-9,421,196
|
Closed
|
|
|
1995
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
–
|
-$87.9M
|
-2,129,523
|
Closed
|
|
|
1996
|
Antipodes Partners
Royal Exchange,
Australia
|
–
|
-$77.3M
|
-1,871,027
|
Closed
|
|
|
1997
|
Marshall Wace
London,
United Kingdom
|
–
|
-$77.6M
|
-1,780,816
|
Closed
|
|
|
1998
|
Bridgewater Associates
Westport,
Connecticut
|
–
|
-$71M
|
-1,719,089
|
Closed
|
|
|
1999
|
Holocene Advisors
New York
|
–
|
-$65.6M
|
-1,589,694
|
Closed
|
|
|
2000
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$52.8M
|
-1,279,491
|
Closed
|
|
