|
1976
|
Investment Management Corporation
Roanoke,
Virginia
|
$1.4K
|
+$1.35K
|
+20
|
New
|
|
|
1977
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.34K
|
+$270
|
+4
|
+27%
|
|
|
1978
|
|
$1.28K
|
+$876
|
+13
|
New
|
|
|
1979
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.2K
|
–
|
–
|
–
|
|
|
1980
|
Caitong International Asset Management
Hong Kong
|
$1.06K
|
+$1.01K
|
+15
|
New
|
|
|
1981
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1K
|
–
|
–
|
–
|
|
|
1982
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$915
|
+$876
|
+13
|
New
|
|
|
1983
|
Aspect Partners
Fairfax,
Virginia
|
$845
|
–
|
–
|
–
|
|
|
1984
|
Breakwater Investment Management
Seattle,
Washington
|
$845
|
–
|
–
|
–
|
|
|
1985
|
Parallax Volatility Advisers
San Francisco,
California
|
$774
|
+$741
|
+11
|
New
|
|
|
1986
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$704
|
-$13.5K
|
-200
|
-95%
|
|
|
1987
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$563
|
-$9.77K
|
-145
|
-95%
|
|
|
1988
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$563
|
+$539
|
+8
|
New
|
|
|
1989
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$563
|
+$539
|
+8
|
New
|
|
|
1990
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$424
|
–
|
–
|
–
|
|
|
1991
|
Redwood Park Advisors
Redwood City,
California
|
$423
|
+$404
|
+6
|
New
|
|
|
1992
|
LGT Financial Advisors
Dallas,
Texas
|
$422
|
–
|
–
|
–
|
|
|
1993
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$422
|
+$404
|
+6
|
New
|
|
|
1994
|
Tacita Capital
Toronto,
Ontario, Canada
|
$352
|
–
|
–
|
–
|
|
|
1995
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$282
|
-$6.74K
|
-100
|
-96%
|
|
|
1996
|
NBC Securities
Birmingham,
Alabama
|
$233
|
-$359K
|
-5,320
|
-100%
|
|
|
1997
|
American Capital Advisory
Ketchum,
Idaho
|
$24
|
–
|
–
|
–
|
|
|
1998
|
Financial Life Planners
Tempe,
Arizona
|
$15
|
–
|
–
|
–
|
|
|
1999
|
Arrowstreet Capital
Boston,
Massachusetts
|
–
|
-$403M
|
-6,433,746
|
Closed
|
|
|
2000
|
Steadfast Capital Management
New York
|
–
|
-$62M
|
-990,500
|
Closed
|
|
