|
1976
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$259K
|
-4,412
|
Closed
|
|
|
1977
|
Biltmore Wealth Management
Tempe,
Arizona
|
–
|
-$257K
|
-4,370
|
Closed
|
|
|
1978
|
Congress Park Capital
Saratoga Springs,
New York
|
–
|
-$250K
|
-4,250
|
Closed
|
|
|
1979
|
|
–
|
-$247K
|
-4,200
|
Closed
|
|
|
1980
|
Encompass More Asset Management
Danville,
California
|
–
|
-$244K
|
-4,148
|
Closed
|
|
|
1981
|
Directional Asset Management
Arlington Heights,
Illinois
|
–
|
-$261K
|
-4,053
|
Closed
|
|
|
1982
|
Concentric Capital Strategies
Stamford,
Connecticut
|
–
|
-$228K
|
-3,884
|
Closed
|
|
|
1983
|
Keynote Financial Services
Vernon,
Connecticut
|
–
|
-$227K
|
-3,859
|
Closed
|
|
|
1984
|
Forefront Wealth Partners
Austin,
Texas
|
–
|
-$219K
|
-3,732
|
Closed
|
|
|
1985
|
Welch Group
Birmingham,
Alabama
|
–
|
-$215K
|
-3,651
|
Closed
|
|
|
1986
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
–
|
-$176K
|
-3,000
|
Closed
|
|
|
1987
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$163K
|
-2,765
|
Closed
|
|
|
1988
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$154K
|
-2,620
|
Closed
|
|
|
1989
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$138K
|
-2,343
|
Closed
|
|
|
1990
|
Legend Capital Advisors
New York
|
–
|
-$95.8K
|
-1,630
|
Closed
|
|
|
1991
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$94.2K
|
-1,602
|
Closed
|
|
|
1992
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$83.1K
|
-1,357
|
Closed
|
|
|
1993
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$66.7K
|
-1,134
|
Closed
|
|
|
1994
|
|
–
|
-$64.7K
|
-1,100
|
Closed
|
|
|
1995
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$62.5K
|
-1,064
|
Closed
|
|
|
1996
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$59.8K
|
-1,017
|
Closed
|
|
|
1997
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$39K
|
-660
|
Closed
|
|
|
1998
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$32K
|
-544
|
Closed
|
|
|
1999
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$29.9K
|
-508
|
Closed
|
|
|
2000
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$26K
|
-442
|
Closed
|
|
