|
1976
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$520K
|
-2,794
|
Closed
|
|
|
1977
|
Frank Rimerman Advisors
Palo Alto,
California
|
–
|
-$514K
|
-2,683
|
Closed
|
|
|
1978
|
Echo Street Capital Management
New York
|
–
|
-$493K
|
-2,576
|
Closed
|
|
|
1979
|
Camden National Bank
Camden,
Maine
|
–
|
-$474K
|
-2,473
|
Closed
|
|
|
1980
|
Thompson Davis & Co
Richmond,
Virginia
|
–
|
-$445K
|
-2,325
|
Closed
|
|
|
1981
|
MBL Wealth
Charlotte,
North Carolina
|
–
|
-$439K
|
-2,294
|
Closed
|
|
|
1982
|
West Coast Financial
Santa Barbara,
California
|
–
|
-$436K
|
-2,277
|
Closed
|
|
|
1983
|
Olympiad Research
Stamford,
Connecticut
|
–
|
-$433K
|
-2,263
|
Closed
|
|
|
1984
|
|
–
|
-$426K
|
-2,225
|
Closed
|
|
|
1985
|
Ford Financial Group
Fresno,
California
|
–
|
-$413K
|
-2,158
|
Closed
|
|
|
1986
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$408K
|
-2,127
|
Closed
|
|
|
1987
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
–
|
-$405K
|
-2,115
|
Closed
|
|
|
1988
|
LMCG Investments
Boston,
Massachusetts
|
–
|
-$403K
|
-2,103
|
Closed
|
|
|
1989
|
Sonata Capital Group
Seattle,
Washington
|
–
|
-$398K
|
-2,078
|
Closed
|
|
|
1990
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$394K
|
-2,058
|
Closed
|
|
|
1991
|
Affiance Financial
St. Louis Park,
Minnesota
|
–
|
-$370K
|
-1,931
|
Closed
|
|
|
1992
|
Minot Wealth Management
Westwood,
Massachusetts
|
–
|
-$351K
|
-1,835
|
Closed
|
|
|
1993
|
Alera Investment Advisors
Deerfield,
Illinois
|
–
|
-$335K
|
-1,747
|
Closed
|
|
|
1994
|
Quilter Plc
London,
United Kingdom
|
–
|
-$332K
|
-1,735
|
Closed
|
|
|
1995
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
–
|
-$327K
|
-1,710
|
Closed
|
|
|
1996
|
Gradient Capital Advisors
San Diego,
California
|
–
|
-$326K
|
-1,702
|
Closed
|
|
|
1997
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
–
|
-$326K
|
-1,700
|
Closed
|
|
|
1998
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
–
|
-$322K
|
-1,682
|
Closed
|
|
|
1999
|
Oder Investment Management
Woodland Hills,
California
|
–
|
-$321K
|
-1,675
|
Closed
|
|
|
2000
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$320K
|
-1,670
|
Closed
|
|
