|
1976
|
Surience Private Wealth
Yakima,
Washington
|
–
|
-$266K
|
-2,693
|
Closed
|
|
|
1977
|
Lakeridge Wealth Management
Mentor,
Ohio
|
–
|
-$265K
|
-2,679
|
Closed
|
|
|
1978
|
Root Financial Partners
Encinitas,
California
|
–
|
-$252K
|
-2,551
|
Closed
|
|
|
1979
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
–
|
-$245K
|
-2,473
|
Closed
|
|
|
1980
|
Wealth Watch Advisors
Englewood,
Colorado
|
–
|
-$240K
|
-2,426
|
Closed
|
|
|
1981
|
Nottingham Advisors
Amherst,
New York
|
–
|
-$238K
|
-2,407
|
Closed
|
|
|
1982
|
AllGen Financial Advisors
Orlando,
Florida
|
–
|
-$233K
|
-2,359
|
Closed
|
|
|
1983
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
–
|
-$232K
|
-2,341
|
Closed
|
|
|
1984
|
Pioneer Wealth Management Group
Austin,
Texas
|
–
|
-$228K
|
-2,309
|
Closed
|
|
|
1985
|
Wealthfront Advisers
Palo Alto,
California
|
–
|
-$221K
|
-2,231
|
Closed
|
|
|
1986
|
|
–
|
-$220K
|
-2,221
|
Closed
|
|
|
1987
|
KWB Wealth
Redlands,
California
|
–
|
-$212K
|
-2,187
|
Closed
|
|
|
1988
|
KWMG LLC
Overland Park,
Kansas
|
–
|
-$216K
|
-2,185
|
Closed
|
|
|
1989
|
Allie Family Office
Miami,
Florida
|
–
|
-$205K
|
-2,098
|
Closed
|
|
|
1990
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$208K
|
-2,098
|
Closed
|
|
|
1991
|
Private Capital Management (Florida)
Naples,
Florida
|
–
|
-$205K
|
-2,077
|
Closed
|
|
|
1992
|
Coastwise Capital Group
La Jolla,
California
|
–
|
-$205K
|
-2,071
|
Closed
|
|
|
1993
|
Rockland Trust
Hanover,
Massachusetts
|
–
|
-$204K
|
-2,058
|
Closed
|
|
|
1994
|
Financial Symmetry
Raleigh,
North Carolina
|
–
|
-$202K
|
-2,045
|
Closed
|
|
|
1995
|
M. Kulyk & Associates
Decatur,
Georgia
|
–
|
-$202K
|
-2,038
|
Closed
|
|
|
1996
|
Runnymede Capital Advisors
Dublin,
Ohio
|
–
|
-$165K
|
-1,666
|
Closed
|
|
|
1997
|
Synergy Investment Management
Altamonte Springs,
Florida
|
–
|
-$160K
|
-1,615
|
Closed
|
|
|
1998
|
|
–
|
-$141K
|
-1,422
|
Closed
|
|
|
1999
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$138K
|
-1,391
|
Closed
|
|
|
2000
|
Elite Financial
Lewiston,
Idaho
|
–
|
-$133K
|
-1,350
|
Closed
|
|
