|
1976
|
Blue Capital Inc
Omaha,
Nebraska
|
–
|
-$309K
|
-3,510
|
Closed
|
|
|
1977
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$307K
|
-3,480
|
Closed
|
|
|
1978
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$307K
|
-3,477
|
Closed
|
|
|
1979
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
–
|
-$305K
|
-3,462
|
Closed
|
|
|
1980
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
–
|
-$218K
|
-3,385
|
Closed
|
|
|
1981
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
–
|
-$291K
|
-3,303
|
Closed
|
|
|
1982
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
–
|
-$286K
|
-3,245
|
Closed
|
|
|
1983
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
–
|
-$282K
|
-3,196
|
Closed
|
|
|
1984
|
Willis Johnson & Associates
Houston,
Texas
|
–
|
-$277K
|
-3,140
|
Closed
|
|
|
1985
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$268K
|
-3,036
|
Closed
|
|
|
1986
|
BOS Asset Management
Springfield,
Illinois
|
–
|
-$265K
|
-3,009
|
Closed
|
|
|
1987
|
Capital Advantage
Walnut Creek,
California
|
–
|
-$264K
|
-2,993
|
Closed
|
|
|
1988
|
SG Americas Securities
New York
|
–
|
-$259K
|
-2,935
|
Closed
|
|
|
1989
|
Ruggiero Investments
West Palm Beach,
Florida
|
–
|
-$258K
|
-2,928
|
Closed
|
|
|
1990
|
Central Valley Advisors
Sacramento,
California
|
–
|
-$251K
|
-2,850
|
Closed
|
|
|
1991
|
KFG Wealth Management
Granger,
Indiana
|
–
|
-$249K
|
-2,830
|
Closed
|
|
|
1992
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$249K
|
-2,820
|
Closed
|
|
|
1993
|
Lodestar Private Asset Management
Alamo,
California
|
–
|
-$248K
|
-2,818
|
Closed
|
|
|
1994
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
–
|
-$248K
|
-2,812
|
Closed
|
|
|
1995
|
Tyche Wealth Partners
Plano,
Texas
|
–
|
-$247K
|
-2,799
|
Closed
|
|
|
1996
|
Capital Asset Management
Denver,
Colorado
|
–
|
-$246K
|
-2,793
|
Closed
|
|
|
1997
|
WJ Wealth Management
Glendale,
Arizona
|
–
|
-$244K
|
-2,769
|
Closed
|
|
|
1998
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$241K
|
-2,728
|
Closed
|
|
|
1999
|
High Probability Advisors
Pittsford,
New York
|
–
|
-$238K
|
-2,705
|
Closed
|
|
|
2000
|
North Capital
Salt Lake City,
Utah
|
–
|
-$236K
|
-2,679
|
Closed
|
|
