|
1976
|
Paloma Partners
Greenwich,
Connecticut
|
$11.3K
|
-$2.58M
|
-26,640
|
-100%
|
|
|
1977
|
Winch Advisory Services
Appleton,
Wisconsin
|
$11.1K
|
-$6.98K
|
-72
|
-40%
|
|
|
1978
|
Red Tortoise LLC
Atlanta,
Georgia
|
$11.1K
|
+$10.6K
|
+109
|
New
|
|
|
1979
|
Sittner & Nelson
Eugene,
Oregon
|
$10.6K
|
–
|
–
|
–
|
|
|
1980
|
Pineridge Advisors
St. Charles,
Missouri
|
$10.5K
|
-$5.91K
|
-61
|
-37%
|
|
|
1981
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$10.4K
|
+$2.13K
|
+22
|
+41%
|
|
|
1982
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$10.1K
|
–
|
–
|
–
|
|
|
1983
|
Tidemark
San Diego,
California
|
$10.1K
|
–
|
–
|
–
|
|
|
1984
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
1985
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$9.63K
|
-$77.6K
|
-800
|
-89%
|
|
|
1986
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$9.63K
|
–
|
–
|
–
|
|
|
1987
|
Penserra Capital Management
Orinda,
California
|
$9K
|
-$504K
|
-5,201
|
-98%
|
|
|
1988
|
Dunhill Financial
London,
United Kingdom
|
$8.96K
|
+$1.36K
|
+14
|
+19%
|
|
|
1989
|
Archer Investment Corporation
Carmel,
Indiana
|
$8.82K
|
+$388
|
+4
|
+5%
|
|
|
1990
|
True Wealth Design
Akron,
Ohio
|
$8.82K
|
+$1.26K
|
+13
|
+18%
|
|
|
1991
|
Point72 (DIFC)
Dubai,
United Arab Emirates
|
$8.82K
|
+$8.44K
|
+87
|
New
|
|
|
1992
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$8.52K
|
–
|
–
|
–
|
|
|
1993
|
Tributary Capital Management
Omaha,
Nebraska
|
$8.52K
|
+$8.14K
|
+84
|
New
|
|
|
1994
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$8.22K
|
–
|
–
|
–
|
|
|
1995
|
ORG Partners
Roanoke,
Indiana
|
$8.13K
|
-$103K
|
-1,058
|
-93%
|
|
|
1996
|
Tortoise Investment Management
White Plains,
New York
|
$7.81K
|
+$3.49K
|
+36
|
+88%
|
|
|
1997
|
Westend Capital Management
Sausalito,
California
|
$7.71K
|
+$7.37K
|
+76
|
New
|
|
|
1998
|
Barrett & Company
Providence,
Rhode Island
|
$7.5K
|
–
|
–
|
–
|
|
|
1999
|
Leonteq Securities AG
Zurich,
Switzerland
|
$7.2K
|
-$5.53K
|
-57
|
-45%
|
|
|
2000
|
Gradient Investments
Arden Hills,
Minnesota
|
$7K
|
-$39.7K
|
-409
|
-86%
|
|
