|
1976
|
Cercano Management
Bellevue,
Washington
|
–
|
-$248K
|
-3,119
|
Closed
|
|
|
1977
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$241K
|
-3,043
|
Closed
|
|
|
1978
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
–
|
-$241K
|
-3,034
|
Closed
|
|
|
1979
|
WBI Investments
Red Bank,
New Jersey
|
–
|
-$240K
|
-3,023
|
Closed
|
|
|
1980
|
|
–
|
-$238K
|
-3,000
|
Closed
|
|
|
1981
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
–
|
-$230K
|
-2,901
|
Closed
|
|
|
1982
|
Genesis Private Wealth
Ashburn,
Virginia
|
–
|
-$229K
|
-2,885
|
Closed
|
|
|
1983
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$229K
|
-2,885
|
Closed
|
|
|
1984
|
EagleClaw Capital Management
Boston,
Massachusetts
|
–
|
-$229K
|
-2,880
|
Closed
|
|
|
1985
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
–
|
-$228K
|
-2,869
|
Closed
|
|
|
1986
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
–
|
-$227K
|
-2,860
|
Closed
|
|
|
1987
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
–
|
-$226K
|
-2,854
|
Closed
|
|
|
1988
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$224K
|
-2,827
|
Closed
|
|
|
1989
|
Northwest Bancshares
Warren,
Pennsylvania
|
–
|
-$222K
|
-2,794
|
Closed
|
|
|
1990
|
White Pine Capital
Bloomington,
Minnesota
|
–
|
-$221K
|
-2,787
|
Closed
|
|
|
1991
|
TT Capital Management
Coto De Caza,
California
|
–
|
-$221K
|
-2,784
|
Closed
|
|
|
1992
|
Howe & Rusling
Rochester,
New York
|
–
|
-$219K
|
-2,756
|
Closed
|
|
|
1993
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$218K
|
-2,751
|
Closed
|
|
|
1994
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
–
|
-$217K
|
-2,733
|
Closed
|
|
|
1995
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
–
|
-$217K
|
-2,728
|
Closed
|
|
|
1996
|
Sutton Place Investors
Katonah,
New York
|
–
|
-$216K
|
-2,717
|
Closed
|
|
|
1997
|
HCR Wealth Advisors
Los Angeles,
California
|
–
|
-$215K
|
-2,708
|
Closed
|
|
|
1998
|
Circle Wealth Management
Summit,
New Jersey
|
–
|
-$214K
|
-2,694
|
Closed
|
|
|
1999
|
GM Advisory Group
Melville,
New York
|
–
|
-$214K
|
-2,693
|
Closed
|
|
|
2000
|
Lantern Wealth Advisors
Melville,
New York
|
–
|
-$214K
|
-2,691
|
Closed
|
|
