|
1976
|
Parkworth Wealth Management
Los Gatos,
California
|
$1.15K
|
+$1.13K
|
+17
|
New
|
|
|
1977
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.09K
|
+$1.07K
|
+16
|
New
|
|
|
1978
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1K
|
+$734
|
+11
|
New
|
|
|
1979
|
Tidemark
San Diego,
California
|
$944
|
+$934
|
+14
|
New
|
|
|
1980
|
IMA Advisory Services
Denver,
Colorado
|
$815
|
+$801
|
+12
|
New
|
|
|
1981
|
Tradewinds Capital Management
Bellingham,
Washington
|
$675
|
–
|
–
|
–
|
|
|
1982
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$618
|
–
|
–
|
–
|
|
|
1983
|
DecisionPoint Financial
Mesa,
Arizona
|
$552
|
+$534
|
+8
|
New
|
|
|
1984
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$338
|
-$534
|
-8
|
-62%
|
|
|
1985
|
Legacy Investment Solutions
Meridian,
Idaho
|
$338
|
+$334
|
+5
|
New
|
|
|
1986
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$270
|
–
|
–
|
–
|
|
|
1987
|
Raleigh Capital Management
Cary,
North Carolina
|
$265
|
–
|
–
|
–
|
|
|
1988
|
|
$67
|
-$17.7K
|
-265
|
-100%
|
|
|
1989
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$67
|
+$67
|
+1
|
New
|
|
|
1990
|
MN Services Vermogensbeheer
The Hague,
Netherlands
|
–
|
-$34M
|
-501,800
|
Closed
|
|
|
1991
|
Corebridge Financial
Houston,
Texas
|
–
|
-$25.1M
|
-369,985
|
Closed
|
|
|
1992
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$16M
|
-239,706
|
Closed
|
|
|
1993
|
LMR Partners
London,
United Kingdom
|
–
|
-$13.8M
|
-204,025
|
Closed
|
|
|
1994
|
W.R. Berkley Corp
Greenwich,
Connecticut
|
–
|
-$7.37M
|
-108,600
|
Closed
|
|
|
1995
|
Winton Group
London,
United Kingdom
|
–
|
-$6.13M
|
-90,330
|
Closed
|
|
|
1996
|
|
–
|
-$5.96M
|
-87,819
|
Closed
|
|
|
1997
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
–
|
-$5.91M
|
-87,086
|
Closed
|
|
|
1998
|
Alaska Permanent Fund
Juneau,
Alaska
|
–
|
-$4.43M
|
-65,001
|
Closed
|
|
|
1999
|
Quantessence Capital
New York
|
–
|
-$3.75M
|
-55,300
|
Closed
|
|
|
2000
|
DoubleLine ETF Adviser
Tampa,
Florida
|
–
|
-$3.74M
|
-55,110
|
Closed
|
|
