|
1976
|
Profit Investment Management
North Bethesda,
Maryland
|
–
|
-$250K
|
-1,250
|
Closed
|
|
|
1977
|
Certuity
North Palm Beach,
Florida
|
–
|
-$247K
|
-1,233
|
Closed
|
|
|
1978
|
Fox Run Management
Greenwich,
Connecticut
|
–
|
-$215K
|
-1,075
|
Closed
|
|
|
1979
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
–
|
-$205K
|
-1,024
|
Closed
|
|
|
1980
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
–
|
-$201K
|
-1,005
|
Closed
|
|
|
1981
|
NuWave Investment Management
Parsippany,
New Jersey
|
–
|
-$133K
|
-663
|
Closed
|
|
|
1982
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
-$116K
|
-579
|
Closed
|
|
|
1983
|
ADE LLC
Baltimore,
Maryland
|
–
|
-$76K
|
-382
|
Closed
|
|
|
1984
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$50K
|
-250
|
Closed
|
|
|
1985
|
Ranch Capital Advisors
Sarasota,
Florida
|
–
|
-$49K
|
-246
|
Closed
|
|
|
1986
|
Red Tortoise LLC
Atlanta,
Georgia
|
–
|
-$53K
|
-234
|
Closed
|
|
|
1987
|
Better Money Decisions
Santa Fe,
New Mexico
|
–
|
-$46K
|
-230
|
Closed
|
|
|
1988
|
Kowal Investment Group
Brookfield,
Wisconsin
|
–
|
-$41K
|
-203
|
Closed
|
|
|
1989
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
–
|
-$30K
|
-153
|
Closed
|
|
|
1990
|
Resolute Advisors
San Francisco,
California
|
–
|
-$26K
|
-131
|
Closed
|
|
|
1991
|
Viridian RIA
Bothell,
Washington
|
–
|
-$200K
|
-102
|
Closed
|
|
|
1992
|
Halpern Financial
Ashburn,
Virginia
|
–
|
-$17.2K
|
-86
|
Closed
|
|
|
1993
|
Firestone Capital Management
Coral Gables,
Florida
|
–
|
-$13K
|
-65
|
Closed
|
|
|
1994
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$12K
|
-62
|
Closed
|
|
|
1995
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$12K
|
-62
|
Closed
|
|
|
1996
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$5K
|
-26
|
Closed
|
|
|
1997
|
Cordant Inc
Portland,
Oregon
|
–
|
-$1K
|
-5
|
Closed
|
|
|
1998
|
Lee Financial
Dallas,
Texas
|
–
|
+$226
|
+1
|
New
|
|
|
1999
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
+$41K
|
+181
|
+953%
|
|
|
2000
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
+$47.1K
|
+208
|
New
|
|
