|
1976
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$7K
|
–
|
–
|
–
|
|
|
1977
|
Moser Wealth Advisors
Bellevue,
Washington
|
$7K
|
–
|
–
|
–
|
|
|
1978
|
Horan Securities
Cincinnati,
United States
|
$7K
|
+$6.7K
|
+176
|
New
|
|
|
1979
|
Rational Advisors
Huntington,
New York
|
$7K
|
+$6.78K
|
+178
|
New
|
|
|
1980
|
|
$6K
|
–
|
–
|
–
|
|
|
1981
|
Western Asset Management Company
Pasadena,
California
|
$6K
|
+$4.08K
|
+107
|
+412%
|
|
|
1982
|
Archer Investment Corporation
Carmel,
Indiana
|
$5.26K
|
–
|
–
|
–
|
|
|
1983
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$5.22K
|
–
|
–
|
–
|
|
|
1984
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
1985
|
Larson Financial Group
St Louis,
Missouri
|
$5K
|
+$38
|
+1
|
+0.8%
|
|
|
1986
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5K
|
+$4.34K
|
+114
|
New
|
|
|
1987
|
Arlington Partners
Birmingham,
Alabama
|
$4K
|
-$3.27K
|
-86
|
-46%
|
|
|
1988
|
Elmwood Wealth Management
Berkeley,
California
|
$4K
|
+$838
|
+22
|
+31%
|
|
|
1989
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$4K
|
+$1.49K
|
+39
|
+60%
|
|
|
1990
|
Halpern Financial
Ashburn,
Virginia
|
$3.12K
|
-$1.41K
|
-37
|
-32%
|
|
|
1991
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$3K
|
-$1.41K
|
-37
|
-35%
|
|
|
1992
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$3K
|
–
|
–
|
–
|
|
|
1993
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$3K
|
–
|
–
|
–
|
|
|
1994
|
Modus Advisors
Excelsior,
Minnesota
|
$2K
|
+$2.44K
|
+64
|
New
|
|
|
1995
|
ClariVest Asset Management
San Diego,
California
|
$1K
|
-$37.3M
|
-979,124
|
-100%
|
|
|
1996
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$1K
|
–
|
–
|
–
|
|
|
1997
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1K
|
–
|
–
|
–
|
|
|
1998
|
Exane Derivatives
Paris,
France
|
$741
|
–
|
–
|
–
|
|
|
1999
|
Westside Investment Management
Santa Monica,
California
|
$735
|
+$105K
|
+2,750
|
+17%
|
|
|
2000
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$78.9M
|
-2,294,523
|
Closed
|
|
