|
1976
|
DecisionPoint Financial
Mesa,
Arizona
|
$4.15K
|
–
|
–
|
–
|
|
|
1977
|
Park Place Capital
Homewood,
Alabama
|
$3.74K
|
–
|
–
|
–
|
|
|
1978
|
Frazier Financial Advisors
Columbus,
Ohio
|
$3.56K
|
-$3.75K
|
-18
|
-51%
|
|
|
1979
|
VitalStone Financial
Shavano Park,
Texas
|
$3.32K
|
+$417
|
+2
|
+14%
|
|
|
1980
|
Bear Mountain Capital
Seattle,
Washington
|
$3.21K
|
–
|
–
|
–
|
|
|
1981
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$2.92K
|
–
|
–
|
–
|
|
|
1982
|
ESL Trust Services
Rochester,
New York
|
$2.91K
|
–
|
–
|
–
|
|
|
1983
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$2.91K
|
–
|
–
|
–
|
|
|
1984
|
Clear Investment Research
Alpharetta,
Georgia
|
$2.49K
|
–
|
–
|
–
|
|
|
1985
|
Tidemark
San Diego,
California
|
$2.09K
|
+$1.04K
|
+5
|
+100%
|
|
|
1986
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$2.08K
|
–
|
–
|
–
|
|
|
1987
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$84.3K
|
-404
|
-99%
|
|
|
1988
|
Claris Advisors
St. Louis,
Missouri
|
$1.66K
|
+$1.67K
|
+8
|
New
|
|
|
1989
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.33K
|
+$1.25K
|
+6
|
New
|
|
|
1990
|
New Millennium Group
Sandy,
Utah
|
$1.14K
|
–
|
–
|
–
|
|
|
1991
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.04K
|
–
|
–
|
–
|
|
|
1992
|
Robinswood Financial
Kirkland,
Washington
|
$1.04K
|
–
|
–
|
–
|
|
|
1993
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$1.04K
|
–
|
–
|
–
|
|
|
1994
|
Accordant Advisory Group
Annapolis,
Maryland
|
$1.04K
|
+$1.04K
|
+5
|
New
|
|
|
1995
|
Summit Securities Group
New York
|
$1K
|
+$1.25K
|
+6
|
New
|
|
|
1996
|
Mattson Financial Services
Kentwood,
Michigan
|
$640
|
–
|
–
|
–
|
|
|
1997
|
Chesapeake Asset Management
New York
|
$415
|
+$417
|
+2
|
New
|
|
|
1998
|
Blume Capital Management
Berkeley,
California
|
$3
|
–
|
–
|
–
|
|
|
1999
|
LSV Asset Management
Chicago,
Illinois
|
–
|
-$14.9M
|
-69,700
|
Closed
|
|
|
2000
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$7.09M
|
-33,227
|
Closed
|
|
