|
1976
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$3.73K
|
–
|
–
|
–
|
|
|
1977
|
WealthCollab
Bellevue,
Washington
|
$3.39K
|
-$5.12K
|
-83
|
-62%
|
|
|
1978
|
|
$3.33K
|
–
|
–
|
–
|
|
|
1979
|
PayPay Securities
Tokyo,
Japan
|
$3.29K
|
+$986
|
+16
|
+50%
|
|
|
1980
|
WestEnd Advisors
Charlotte,
North Carolina
|
$3.26K
|
+$1.97K
|
+32
|
+200%
|
|
|
1981
|
Rossby Financial
Melbourne,
Florida
|
$2.75K
|
+$2.59K
|
+42
|
New
|
|
|
1982
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$2.58K
|
+$1.29K
|
+21
|
+124%
|
|
|
1983
|
Principia Wealth Advisory
Dallas,
Texas
|
$2.25K
|
–
|
–
|
–
|
|
|
1984
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$2.04K
|
–
|
–
|
–
|
|
|
1985
|
Osterweis Capital Management
San Francisco,
California
|
$2.04K
|
+$1.85K
|
+30
|
New
|
|
|
1986
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$1.7K
|
–
|
–
|
–
|
|
|
1987
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1.7K
|
–
|
–
|
–
|
|
|
1988
|
Perritt Capital Management
Chicago,
Illinois
|
$1.7K
|
–
|
–
|
–
|
|
|
1989
|
New Millennium Group
Sandy,
Utah
|
$1.63K
|
-$185
|
-3
|
-11%
|
|
|
1990
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.3K
|
-$56.3K
|
-913
|
-98%
|
|
|
1991
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$1.2K
|
-$1.23K
|
-20
|
Closed
|
|
|
1992
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$883
|
–
|
–
|
–
|
|
|
1993
|
Greenline Partners
New York
|
$882
|
+$801
|
+13
|
New
|
|
|
1994
|
Richard W. Paul & Associates
Novi,
Michigan
|
$814
|
-$245K
|
-3,979
|
-100%
|
|
|
1995
|
Caitong International Asset Management
Hong Kong
|
$746
|
+$678
|
+11
|
New
|
|
|
1996
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$746
|
+$678
|
+11
|
New
|
|
|
1997
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$679
|
–
|
–
|
–
|
|
|
1998
|
Tradewinds Capital Management
Bellingham,
Washington
|
$679
|
–
|
–
|
–
|
|
|
1999
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$679
|
+$616
|
+10
|
New
|
|
|
2000
|
GoalVest Advisory
New York
|
$543
|
-$1.05K
|
-17
|
-68%
|
|
