|
1976
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$223K
|
-3,562
|
Closed
|
|
|
1977
|
Partners in Financial Planning
Salem,
Virginia
|
–
|
-$222K
|
-3,556
|
Closed
|
|
|
1978
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$220K
|
-3,528
|
Closed
|
|
|
1979
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
–
|
-$221K
|
-3,528
|
Closed
|
|
|
1980
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
–
|
-$220K
|
-3,524
|
Closed
|
|
|
1981
|
Wealth Architects
Mountain View,
California
|
–
|
-$220K
|
-3,522
|
Closed
|
|
|
1982
|
Fulcrum Capital
Seattle,
Washington
|
–
|
-$219K
|
-3,510
|
Closed
|
|
|
1983
|
RMR Capital Management
Tustin,
California
|
–
|
-$219K
|
-3,509
|
Closed
|
|
|
1984
|
Enclave Advisors
Austin,
Texas
|
–
|
-$219K
|
-3,503
|
Closed
|
|
|
1985
|
Monarch Capital Management
Fort Wayne,
Indiana
|
–
|
-$220K
|
-3,500
|
Closed
|
|
|
1986
|
Empower Advisory Group
Greenwood Village,
Colorado
|
–
|
-$218K
|
-3,496
|
Closed
|
|
|
1987
|
Alpha Cubed Investments
Irvine,
California
|
–
|
-$217K
|
-3,470
|
Closed
|
|
|
1988
|
Greenhouse Wealth Management
Westport,
Connecticut
|
–
|
-$216K
|
-3,454
|
Closed
|
|
|
1989
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$214K
|
-3,428
|
Closed
|
|
|
1990
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
–
|
-$214K
|
-3,425
|
Closed
|
|
|
1991
|
Howland Capital Management
Boston,
Massachusetts
|
–
|
-$216K
|
-3,423
|
Closed
|
|
|
1992
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
–
|
-$214K
|
-3,422
|
Closed
|
|
|
1993
|
First County Bank
Stamford,
Connecticut
|
–
|
-$213K
|
-3,417
|
Closed
|
|
|
1994
|
Meridian Financial Partners
Warrenton,
Virginia
|
–
|
-$211K
|
-3,417
|
Closed
|
|
|
1995
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
–
|
-$213K
|
-3,410
|
Closed
|
|
|
1996
|
Davidson Trust Company
Seattle,
Washington
|
–
|
-$212K
|
-3,401
|
Closed
|
|
|
1997
|
Hutner Capital Management
Manchester,
Vermont
|
–
|
-$212K
|
-3,398
|
Closed
|
|
|
1998
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$212K
|
-3,391
|
Closed
|
|
|
1999
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
–
|
-$212K
|
-3,390
|
Closed
|
|
|
2000
|
Sunbeam Capital Management
Atlanta,
Georgia
|
–
|
-$213K
|
-3,386
|
Closed
|
|
