|
1976
|
Bank of Marin
Novato,
California
|
–
|
-$229K
|
-2,355
|
Closed
|
|
|
1977
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$227K
|
-2,338
|
Closed
|
|
|
1978
|
Appleton Partners
Boston,
Massachusetts
|
–
|
-$227K
|
-2,335
|
Closed
|
|
|
1979
|
Asset Advisors Investment Management
Augusta,
Georgia
|
–
|
-$218K
|
-2,250
|
Closed
|
|
|
1980
|
Alternative Investment Advisors
Maitland,
Florida
|
–
|
-$216K
|
-2,226
|
Closed
|
|
|
1981
|
AAF Wealth Management
Westborough,
Massachusetts
|
–
|
-$216K
|
-2,225
|
Closed
|
|
|
1982
|
Charter Research & Investment Group
Southport,
Connecticut
|
–
|
-$216K
|
-2,225
|
Closed
|
|
|
1983
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$215K
|
-2,216
|
Closed
|
|
|
1984
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
–
|
-$214K
|
-2,204
|
Closed
|
|
|
1985
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$213K
|
-2,194
|
Closed
|
|
|
1986
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$213K
|
-2,194
|
Closed
|
|
|
1987
|
Accredited Investors
Edina,
Minnesota
|
–
|
-$212K
|
-2,188
|
Closed
|
|
|
1988
|
Fermata Advisors
Sonoma,
California
|
–
|
-$210K
|
-2,162
|
Closed
|
|
|
1989
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$208K
|
-2,147
|
Closed
|
|
|
1990
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
–
|
-$208K
|
-2,139
|
Closed
|
|
|
1991
|
Altrius Capital Management
New Bern,
North Carolina
|
–
|
-$208K
|
-2,138
|
Closed
|
|
|
1992
|
Coastline Trust
Providence,
Rhode Island
|
–
|
-$206K
|
-2,125
|
Closed
|
|
|
1993
|
Bender Robert & Associates
Pasadena,
California
|
–
|
-$202K
|
-2,080
|
Closed
|
|
|
1994
|
SFMG Wealth Advisors
Plano,
Texas
|
–
|
-$201K
|
-2,069
|
Closed
|
|
|
1995
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$200K
|
-2,062
|
Closed
|
|
|
1996
|
Cercano Management
Bellevue,
Washington
|
–
|
-$186K
|
-1,919
|
Closed
|
|
|
1997
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
–
|
-$183K
|
-1,882
|
Closed
|
|
|
1998
|
Glassman Wealth Services
Vienna,
Virginia
|
–
|
-$149K
|
-1,537
|
Closed
|
|
|
1999
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$138K
|
-1,420
|
Closed
|
|
|
2000
|
Planned Solutions
Folsom,
California
|
–
|
-$130K
|
-1,340
|
Closed
|
|
