|
1976
|
Truvestments Capital
Sarasota,
Florida
|
$6.99K
|
+$3.68K
|
+40
|
+100%
|
|
|
1977
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$6.69K
|
+$41.3K
|
+448
|
New
|
|
|
1978
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$6.33K
|
+$6.63K
|
+72
|
New
|
|
|
1979
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$6.28K
|
–
|
–
|
–
|
|
|
1980
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$5.28K
|
–
|
–
|
–
|
|
|
1981
|
Financial Life Planners
Tempe,
Arizona
|
$4.95K
|
+$5.16K
|
+56
|
New
|
|
|
1982
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$4.19K
|
+$4.42K
|
+48
|
New
|
|
|
1983
|
Caldwell Sutter Capital
Sausalito,
California
|
$4.19K
|
-$2.95K
|
-32
|
-40%
|
|
|
1984
|
Gables Capital Management
Miami,
Florida
|
$4.1K
|
–
|
–
|
–
|
|
|
1985
|
Clayton Financial Group
St. Louis,
Missouri
|
$3.59K
|
–
|
–
|
–
|
|
|
1986
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$3.5K
|
+$3.68K
|
+40
|
New
|
|
|
1987
|
LM Advisors
San Diego,
California
|
$2.13K
|
-$362K
|
-3,936
|
-25%
|
|
|
1988
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$2.1K
|
–
|
–
|
–
|
|
|
1989
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$2.09K
|
–
|
–
|
–
|
|
|
1990
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.4K
|
–
|
–
|
–
|
|
|
1991
|
Delta Asset Management
Memphis,
Tennessee
|
$1.4K
|
–
|
–
|
–
|
|
|
1992
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$698
|
+$737
|
+8
|
New
|
|
|
1993
|
Kinloch Capital
Glen Allen,
Virginia
|
–
|
-$16.7M
|
-177,056
|
Closed
|
|
|
1994
|
Axiom Financial Strategies
New Albany,
Indiana
|
–
|
-$10.6M
|
-112,336
|
Closed
|
|
|
1995
|
Wulff, Hansen & Co
San Rafael,
California
|
–
|
-$6.61M
|
-70,112
|
Closed
|
|
|
1996
|
Live Oak Investment Partners
Austin,
Texas
|
–
|
-$4.25M
|
-45,088
|
Closed
|
|
|
1997
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
–
|
-$3.84M
|
-40,704
|
Closed
|
|
|
1998
|
Cordoba Advisory Partners
New York
|
–
|
-$3.28M
|
-34,800
|
Closed
|
|
|
1999
|
Tradewinds LLC
Raleigh,
North Carolina
|
–
|
-$2.98M
|
-31,656
|
Closed
|
|
|
2000
|
Renaissance Technologies
New York
|
–
|
-$2.86M
|
-30,400
|
Closed
|
|
