|
1976
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
1977
|
Hoey Investments
Coatesville,
Pennsylvania
|
$2K
|
+$2.09K
|
+21
|
New
|
|
|
1978
|
Old North State Trust
Greensboro,
North Carolina
|
$1.35K
|
–
|
–
|
–
|
|
|
1979
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.02K
|
-$19.9K
|
-200
|
-95%
|
|
|
1980
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1K
|
-$359K
|
-3,612
|
-100%
|
|
|
1981
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1982
|
Hantz Financial Services
Southfield,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1983
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1K
|
+$1.39K
|
+14
|
New
|
|
|
1984
|
WIT LLC
District Of Columbia,
District of Columbia
|
–
|
-$73.7M
|
-683,000
|
Closed
|
|
|
1985
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$38.3M
|
-355,000
|
Closed
|
|
|
1986
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$16.3M
|
-150,829
|
Closed
|
|
|
1987
|
J.M. Forbes & Co
Boston,
Massachusetts
|
–
|
-$15.3M
|
-141,535
|
Closed
|
|
|
1988
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
–
|
-$15.1M
|
-140,224
|
Closed
|
|
|
1989
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$14.2M
|
-132,005
|
Closed
|
|
|
1990
|
Tanglewood Wealth Management
Houston,
Texas
|
–
|
-$13.9M
|
-128,946
|
Closed
|
|
|
1991
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
–
|
-$9.76M
|
-90,446
|
Closed
|
|
|
1992
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$9.39M
|
-87,084
|
Closed
|
|
|
1993
|
Citadel Advisors
Miami,
Florida
|
–
|
-$8.56M
|
-86,098
|
Closed
|
|
|
1994
|
Rezny Wealth Management
Fort Myers,
Florida
|
–
|
-$7.11M
|
-65,941
|
Closed
|
|
|
1995
|
Fure Financial Corporation
Bloomington,
Minnesota
|
–
|
-$7.08M
|
-65,667
|
Closed
|
|
|
1996
|
Hobart Private Capital
Charlotte,
North Carolina
|
–
|
-$6.03M
|
-55,926
|
Closed
|
|
|
1997
|
Blue Square Asset Management
New York
|
–
|
-$5.79M
|
-53,676
|
Closed
|
|
|
1998
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$5.58M
|
-51,715
|
Closed
|
|
|
1999
|
Manchester Financial
Westlake Village,
California
|
–
|
-$5.44M
|
-50,451
|
Closed
|
|
|
2000
|
Paragon Advisors
College Station,
Texas
|
–
|
-$5.28M
|
-48,899
|
Closed
|
|
