|
1976
|
Sonata Capital Group
Seattle,
Washington
|
–
|
-$204K
|
-1,255
|
Closed
|
|
|
1977
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$204K
|
-1,254
|
Closed
|
|
|
1978
|
The Family Firm
Bethesda,
Maryland
|
–
|
-$201K
|
-1,235
|
Closed
|
|
|
1979
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
–
|
-$200K
|
-1,230
|
Closed
|
|
|
1980
|
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
–
|
-$190K
|
-1,168
|
Closed
|
|
|
1981
|
McAdam LLC
Philadelphia,
Pennsylvania
|
–
|
-$176K
|
-1,073
|
Closed
|
|
|
1982
|
|
–
|
-$173K
|
-1,060
|
Closed
|
|
|
1983
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
–
|
-$159K
|
-977
|
Closed
|
|
|
1984
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
–
|
-$125K
|
-768
|
Closed
|
|
|
1985
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
–
|
-$121K
|
-744
|
Closed
|
|
|
1986
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
–
|
-$114K
|
-701
|
Closed
|
|
|
1987
|
Stelac Advisory Services
New York
|
–
|
-$113K
|
-692
|
Closed
|
|
|
1988
|
WP Advisors
San Francisco,
California
|
–
|
-$98K
|
-599
|
Closed
|
|
|
1989
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
–
|
-$95K
|
-586
|
Closed
|
|
|
1990
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
–
|
-$83K
|
-514
|
Closed
|
|
|
1991
|
Catamount Wealth Management
Westport,
Connecticut
|
–
|
-$70.7K
|
-492
|
Closed
|
|
|
1992
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
–
|
-$75K
|
-462
|
Closed
|
|
|
1993
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
–
|
-$72K
|
-442
|
Closed
|
|
|
1994
|
Asset Advisors Investment Management
Augusta,
Georgia
|
–
|
-$67K
|
-414
|
Closed
|
|
|
1995
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$67K
|
-414
|
Closed
|
|
|
1996
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$66K
|
-404
|
Closed
|
|
|
1997
|
Ballew Advisors
Jackson,
Mississippi
|
–
|
-$52K
|
-398
|
Closed
|
|
|
1998
|
Iron Gate Global Advisors
Nsl,
Utah
|
–
|
-$53K
|
-326
|
Closed
|
|
|
1999
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$47K
|
-289
|
Closed
|
|
|
2000
|
Signature Wealth Management Group
Atlanta,
Georgia
|
–
|
-$35K
|
-267
|
Closed
|
|
