|
1976
|
49 Wealth Management
Austin,
Texas
|
–
|
-$548K
|
-5,655
|
Closed
|
|
|
1977
|
Kestra Investment Management
Austin,
Texas
|
–
|
-$540K
|
-5,569
|
Closed
|
|
|
1978
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
–
|
-$530K
|
-5,474
|
Closed
|
|
|
1979
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$506K
|
-5,225
|
Closed
|
|
|
1980
|
ACT Advisors
Asheville,
North Carolina
|
–
|
-$497K
|
-5,124
|
Closed
|
|
|
1981
|
IMA Advisory Services
Denver,
Colorado
|
–
|
-$492K
|
-5,074
|
Closed
|
|
|
1982
|
Confluence Investment Management
St. Louis,
Missouri
|
–
|
-$484K
|
-4,990
|
Closed
|
|
|
1983
|
Leo Wealth LLC
Hurst,
Texas
|
–
|
-$466K
|
-4,811
|
Closed
|
|
|
1984
|
WinCap Financial
Boston,
Massachusetts
|
–
|
-$423K
|
-4,366
|
Closed
|
|
|
1985
|
TFC Financial Management
Boston,
Massachusetts
|
–
|
-$422K
|
-4,350
|
Closed
|
|
|
1986
|
Convergence Financial
Columbia,
Missouri
|
–
|
-$418K
|
-4,312
|
Closed
|
|
|
1987
|
FSC Wealth Advisors
Fishkill,
New York
|
–
|
-$383K
|
-3,957
|
Closed
|
|
|
1988
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
–
|
-$369K
|
-3,812
|
Closed
|
|
|
1989
|
Oxbow Advisors
Austin,
Texas
|
–
|
-$364K
|
-3,755
|
Closed
|
|
|
1990
|
ClearBridge Investments
New York
|
–
|
-$362K
|
-3,740
|
Closed
|
|
|
1991
|
Paragon Advisors
College Station,
Texas
|
–
|
-$342K
|
-3,526
|
Closed
|
|
|
1992
|
Abacus Wealth Partners
Santa Monica,
California
|
–
|
-$329K
|
-3,392
|
Closed
|
|
|
1993
|
Tru Independence Asset Management 2
Portland,
Oregon
|
–
|
-$324K
|
-3,343
|
Closed
|
|
|
1994
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$321K
|
-3,315
|
Closed
|
|
|
1995
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$304K
|
-3,138
|
Closed
|
|
|
1996
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
–
|
-$295K
|
-3,045
|
Closed
|
|
|
1997
|
Parsons Capital Management
Providence,
Rhode Island
|
–
|
-$285K
|
-2,937
|
Closed
|
|
|
1998
|
BostonPremier Wealth
Hanover,
Massachusetts
|
–
|
-$284K
|
-2,933
|
Closed
|
|
|
1999
|
BluePointe Capital Management
Menlo Park,
California
|
–
|
-$282K
|
-2,906
|
Closed
|
|
|
2000
|
GDS Wealth Management
Flower Mound,
Texas
|
–
|
-$279K
|
-2,880
|
Closed
|
|
