|
1976
|
Regal Wealth Group
Seal Beach,
California
|
$7K
|
–
|
–
|
–
|
|
|
1977
|
Shelton Capital Management
Denver,
Colorado
|
$6.43K
|
-$1.23M
|
-7,308
|
-82%
|
|
|
1978
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
1979
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
1980
|
James Investment Research
Alpha,
Ohio
|
$5K
|
+$4.71K
|
+28
|
New
|
|
|
1981
|
Salomon & Ludwin
Richmond,
Virginia
|
$5K
|
+$4.88K
|
+29
|
New
|
|
|
1982
|
Hilton Capital Management
Garden City,
New York
|
$4K
|
–
|
–
|
–
|
|
|
1983
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
1984
|
TCG Advisors
Austin,
Texas
|
$4K
|
+$3.37K
|
+20
|
New
|
|
|
1985
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4K
|
+$4.04K
|
+24
|
New
|
|
|
1986
|
Meeder Asset Management
Dublin,
Ohio
|
$4K
|
+$4.21K
|
+25
|
New
|
|
|
1987
|
CSat Investment Advisory
Detroit,
Michigan
|
$3K
|
+$505
|
+3
|
+23%
|
|
|
1988
|
Next Capital Management
New York
|
$3K
|
+$3.03K
|
+18
|
New
|
|
|
1989
|
Chicago Trust
Grayslake,
Illinois
|
$2.36K
|
-$201K
|
-1,196
|
-8%
|
|
|
1990
|
Financial Management Professionals
Austin,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
1991
|
WP Advisors
San Francisco,
California
|
$1.89K
|
+$184K
|
+1,091
|
New
|
|
|
1992
|
Centaurus Financial
Anaheim,
California
|
$1.3K
|
+$20.5K
|
+122
|
+60%
|
|
|
1993
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1994
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
1995
|
One Wealth Advisors
San Francisco,
California
|
$1K
|
+$842
|
+5
|
New
|
|
|
1996
|
Koshinski Asset Management
Decatur,
Illinois
|
$909
|
-$1.62M
|
-9,593
|
-65%
|
|
|
1997
|
Titus Wealth Management
Larskpur,
California
|
$314
|
+$5.05K
|
+30
|
+2%
|
|
|
1998
|
Ackerman Capital Advisors
Dallas,
Texas
|
$265
|
–
|
–
|
–
|
|
|
1999
|
|
–
|
-$122M
|
-768,581
|
Closed
|
|
|
2000
|
Adage Capital Partners
Boston,
Massachusetts
|
–
|
-$108M
|
-676,684
|
Closed
|
|
