|
1976
|
Navigoe Wealth Management
Redondo Beach,
California
|
$2K
|
+$2.66K
|
+59
|
New
|
|
|
1977
|
Swan Capital
Pensacola,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
1978
|
S&T Bank
Indiana,
Pennsylvania
|
$1.95K
|
–
|
–
|
–
|
|
|
1979
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$1.76K
|
+$406
|
+9
|
+32%
|
|
|
1980
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.66K
|
–
|
–
|
–
|
|
|
1981
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.66K
|
+$452
|
+10
|
+40%
|
|
|
1982
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$1.62K
|
–
|
–
|
–
|
|
|
1983
|
DecisionPoint Financial
Mesa,
Arizona
|
$1.5K
|
+$1.4K
|
+31
|
New
|
|
|
1984
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.43K
|
–
|
–
|
–
|
|
|
1985
|
Bravera Wealth
Bismarck,
North Dakota
|
$1.33K
|
-$2.39K
|
-53
|
-65%
|
|
|
1986
|
Phillip James Consulting
Plymouth,
Minnesota
|
$1.24K
|
–
|
–
|
–
|
|
|
1987
|
Westside Investment Management
Santa Monica,
California
|
$1.24K
|
–
|
–
|
–
|
|
|
1988
|
Sunrise Financial Services
Burien,
Washington
|
$1.09K
|
-$226
|
-5
|
-18%
|
|
|
1989
|
Downshift Financial
Boulder,
Colorado
|
$903
|
+$858
|
+19
|
New
|
|
|
1990
|
3 Factor Indexing
Sacramento,
California
|
$761
|
–
|
–
|
–
|
|
|
1991
|
FWL Investment Management
Dallas,
Texas
|
$760
|
+$722
|
+16
|
New
|
|
|
1992
|
Kings Path Partners
Sugar Land,
Texas
|
$760
|
+$722
|
+16
|
New
|
|
|
1993
|
Torren Management
San Diego,
California
|
$734
|
–
|
–
|
–
|
|
|
1994
|
Breakwater Investment Management
Seattle,
Washington
|
$666
|
+$632
|
+14
|
New
|
|
|
1995
|
Hoey Investments
Coatesville,
Pennsylvania
|
$666
|
+$632
|
+14
|
New
|
|
|
1996
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$665
|
+$632
|
+14
|
New
|
|
|
1997
|
Maryland Capital Advisors
Chester,
Maryland
|
$523
|
+$497
|
+11
|
New
|
|
|
1998
|
Godfrey Financial Associates
Glenmont,
New York
|
$475
|
–
|
–
|
–
|
|
|
1999
|
Mosley Wealth Management
Anaheim,
California
|
$333
|
+$316
|
+7
|
New
|
|
|
2000
|
Viking Global Investors
Stamford,
Connecticut
|
–
|
-$767M
|
-18,678,052
|
Closed
|
|
