|
1976
|
Eukles Asset Management
Cincinnati,
Ohio
|
$4.31K
|
–
|
–
|
–
|
|
|
1977
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$4.27K
|
–
|
–
|
–
|
|
|
1978
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.97K
|
–
|
–
|
–
|
|
|
1979
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$3.63K
|
-$3.42K
|
-85
|
-50%
|
|
|
1980
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$3.37K
|
–
|
–
|
–
|
|
|
1981
|
Delta Accumulation LLC
Sausalito,
California
|
$3.12K
|
–
|
–
|
–
|
|
|
1982
|
Your Advocates Ltd
Houston,
Texas
|
$3.1K
|
+$40
|
+1
|
+1%
|
|
|
1983
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$3K
|
-$53.9K
|
-1,340
|
-94%
|
|
|
1984
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3K
|
-$16.9K
|
-420
|
-84%
|
|
|
1985
|
FSC Wealth Advisors
Fishkill,
New York
|
$2.9K
|
–
|
–
|
–
|
|
|
1986
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.86K
|
–
|
–
|
–
|
|
|
1987
|
Ridgewood Investments
Springfield,
New Jersey
|
$2.71K
|
-$4.43K
|
-110
|
-63%
|
|
|
1988
|
Chesapeake Asset Management
New York
|
$2.69K
|
–
|
–
|
–
|
|
|
1989
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.56K
|
–
|
–
|
–
|
|
|
1990
|
Delos Wealth Advisors
Dallas,
Texas
|
$2.13K
|
–
|
–
|
–
|
|
|
1991
|
ClariVest Asset Management
San Diego,
California
|
$2K
|
-$1.33K
|
-33
|
-42%
|
|
|
1992
|
Valley Wealth Managers
Paramus,
New Jersey
|
$1.11K
|
–
|
–
|
–
|
|
|
1993
|
USA Financial Formulas
Ada,
Michigan
|
$1.07K
|
–
|
–
|
–
|
|
|
1994
|
Safeguard Financial
Minocqua,
Wisconsin
|
$1K
|
+$644
|
+16
|
New
|
|
|
1995
|
Renaissance Technologies
New York
|
–
|
-$125M
|
-3,343,755
|
Closed
|
|
|
1996
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$66.2M
|
-1,771,453
|
Closed
|
|
|
1997
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$57.1M
|
-1,527,455
|
Closed
|
|
|
1998
|
Junto Capital Management
New York
|
–
|
-$34.7M
|
-927,298
|
Closed
|
|
|
1999
|
Martingale Asset Management
Boston,
Massachusetts
|
–
|
-$19.6M
|
-523,197
|
Closed
|
|
|
2000
|
HST Ventures
Park City,
Utah
|
–
|
-$17.2M
|
-459,188
|
Closed
|
|
