|
1976
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$1.78K
|
–
|
–
|
–
|
|
|
1977
|
New Millennium Group
Sandy,
Utah
|
$1.61K
|
+$1.79K
|
+27
|
New
|
|
|
1978
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$1.49K
|
–
|
–
|
–
|
|
|
1979
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1.49K
|
–
|
–
|
–
|
|
|
1980
|
GoalVest Advisory
New York
|
$1.49K
|
+$1.65K
|
+25
|
New
|
|
|
1981
|
Perritt Capital Management
Chicago,
Illinois
|
$1.49K
|
+$1.65K
|
+25
|
New
|
|
|
1982
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.32K
|
-$6.22K
|
-94
|
-81%
|
|
|
1983
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$1.2K
|
-$1.39K
|
-21
|
-51%
|
|
|
1984
|
FLP Wealth Management
Bentonville,
Arkansas
|
$1.09K
|
+$1.19K
|
+18
|
New
|
|
|
1985
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$1.01K
|
–
|
–
|
–
|
|
|
1986
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1K
|
-$379K
|
-5,735
|
-100%
|
|
|
1987
|
Clal Insurance
Tel-Aviv,
Israel
|
$1K
|
+$1.06K
|
+16
|
New
|
|
|
1988
|
WestEnd Advisors
Charlotte,
North Carolina
|
$956
|
+$66
|
+1
|
+7%
|
|
|
1989
|
NBC Securities
Birmingham,
Alabama
|
$950
|
-$1.03M
|
-15,573
|
-100%
|
|
|
1990
|
Legacy Investment Solutions
Meridian,
Idaho
|
$760
|
+$529
|
+8
|
+160%
|
|
|
1991
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$760
|
+$529
|
+8
|
+160%
|
|
|
1992
|
Tradewinds Capital Management
Bellingham,
Washington
|
$598
|
–
|
–
|
–
|
|
|
1993
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$598
|
+$661
|
+10
|
New
|
|
|
1994
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$597
|
+$661
|
+10
|
New
|
|
|
1995
|
Frazier Financial Advisors
Columbus,
Ohio
|
$311
|
-$1.92K
|
-29
|
-85%
|
|
|
1996
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$299
|
+$331
|
+5
|
New
|
|
|
1997
|
Parnassus Investments
San Francisco,
California
|
–
|
-$489M
|
-6,632,299
|
Closed
|
|
|
1998
|
Ilex Capital Partners
London,
United Kingdom
|
–
|
-$219M
|
-2,973,324
|
Closed
|
|
|
1999
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$192M
|
-2,611,512
|
Closed
|
|
|
2000
|
ExodusPoint Capital Management
New York
|
–
|
-$131M
|
-1,784,906
|
Closed
|
|
