|
1976
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$20K
|
+$343
|
+5
|
+2%
|
|
|
1977
|
Evolution Wealth Advisors
Aventura,
Florida
|
$19K
|
-$36.7K
|
-535
|
-68%
|
|
|
1978
|
Blume Capital Management
Berkeley,
California
|
$18K
|
-$27.4K
|
-400
|
-62%
|
|
|
1979
|
Advisors Preferred
Rockville,
Maryland
|
$16K
|
-$118K
|
-1,717
|
-89%
|
|
|
1980
|
AllSquare Wealth Management
Albany,
New York
|
$16K
|
-$23.2K
|
-338
|
-61%
|
|
|
1981
|
Ironwood Financial
Tucson,
Arizona
|
$16K
|
–
|
–
|
–
|
|
|
1982
|
C-J Advisory
San Jose,
California
|
$15K
|
–
|
–
|
–
|
|
|
1983
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$14K
|
-$21.4K
|
-312
|
-64%
|
|
|
1984
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
1985
|
1 North Wealth Services
Annapolis,
Maryland
|
$13K
|
+$11.7K
|
+170
|
New
|
|
|
1986
|
Accuvest Global Advisors
Provo,
Utah
|
$13K
|
+$11.7K
|
+170
|
New
|
|
|
1987
|
LifePlan Financial Group
Dayton,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
1988
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$11K
|
+$10.3K
|
+150
|
New
|
|
|
1989
|
Canton Hathaway
Providence,
Rhode Island
|
$10K
|
–
|
–
|
–
|
|
|
1990
|
Fusion Family Wealth
Woodbury,
New York
|
$8K
|
-$7.34K
|
-107
|
-51%
|
|
|
1991
|
Barnett & Company
Chattanooga,
Tennessee
|
$8K
|
–
|
–
|
–
|
|
|
1992
|
Northstar Capital Management
New York
|
$8K
|
+$6.86K
|
+100
|
New
|
|
|
1993
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$7.57K
|
–
|
–
|
–
|
|
|
1994
|
Parallax Volatility Advisers
San Francisco,
California
|
$7K
|
-$6.09M
|
-88,879
|
-100%
|
|
|
1995
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
1996
|
Price Wealth
Austin,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
1997
|
Globeflex Capital
San Diego,
California
|
$5K
|
–
|
–
|
–
|
|
|
1998
|
McMillion Capital Management
Greensboro,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
1999
|
Ranger Investment Management
Dallas,
Texas
|
$3K
|
-$1.44K
|
-21
|
-34%
|
|
|
2000
|
Fidelity International
Hamilton,
Bermuda
|
$3K
|
–
|
–
|
–
|
|
