|
1976
|
West Family Investments
Carlsbad,
California
|
–
|
-$208K
|
-799
|
Closed
|
|
|
1977
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
–
|
-$209K
|
-796
|
Closed
|
|
|
1978
|
Gould Asset Management
Claremont,
California
|
–
|
-$208K
|
-796
|
Closed
|
|
|
1979
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$207K
|
-795
|
Closed
|
|
|
1980
|
Foster Group
West Des Moines,
Iowa
|
–
|
-$207K
|
-793
|
Closed
|
|
|
1981
|
Old Port Advisors
Portland,
Maine
|
–
|
-$207K
|
-792
|
Closed
|
|
|
1982
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
–
|
-$206K
|
-791
|
Closed
|
|
|
1983
|
Element Wealth
Ridgeland,
Mississippi
|
–
|
-$206K
|
-791
|
Closed
|
|
|
1984
|
Convergence Financial
Columbia,
Missouri
|
–
|
-$205K
|
-786
|
Closed
|
|
|
1985
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
–
|
-$204K
|
-784
|
Closed
|
|
|
1986
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
–
|
-$204K
|
-784
|
Closed
|
|
|
1987
|
IRON Financial
Northbrook,
Illinois
|
–
|
-$204K
|
-780
|
Closed
|
|
|
1988
|
Purus Wealth Management
Newport Beach,
California
|
–
|
-$203K
|
-780
|
Closed
|
|
|
1989
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$203K
|
-778
|
Closed
|
|
|
1990
|
ORBA Wealth Advisors
Chicago,
Illinois
|
–
|
-$203K
|
-777
|
Closed
|
|
|
1991
|
Cypress Capital
Franklin,
Tennessee
|
–
|
-$202K
|
-776
|
Closed
|
|
|
1992
|
QTR Family Wealth
Lake Mary,
Florida
|
–
|
-$202K
|
-776
|
Closed
|
|
|
1993
|
Donaldson Capital Management
Evansville,
Indiana
|
–
|
-$202K
|
-775
|
Closed
|
|
|
1994
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
–
|
-$202K
|
-775
|
Closed
|
|
|
1995
|
|
–
|
-$201K
|
-770
|
Closed
|
|
|
1996
|
Invenio Wealth Partners
Coral Gables,
Florida
|
–
|
-$201K
|
-769
|
Closed
|
|
|
1997
|
Group One Trading
Chicago,
Illinois
|
–
|
-$137K
|
-548
|
Closed
|
|
|
1998
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$131K
|
-503
|
Closed
|
|
|
1999
|
Painted Porch Advisors
Santa Barbara,
California
|
–
|
-$128K
|
-489
|
Closed
|
|
|
2000
|
Pathway Financial Advisers
Auburn,
Indiana
|
–
|
-$124K
|
-474
|
Closed
|
|
