|
1976
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$207K
|
-838
|
Closed
|
|
|
1977
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$205K
|
-832
|
Closed
|
|
|
1978
|
Quantum Financial Advisors
El Segundo,
California
|
–
|
-$205K
|
-830
|
Closed
|
|
|
1979
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
-$204K
|
-827
|
Closed
|
|
|
1980
|
Olympiad Research
Stamford,
Connecticut
|
–
|
-$203K
|
-821
|
Closed
|
|
|
1981
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$201K
|
-814
|
Closed
|
|
|
1982
|
Gen-Wealth Partners
Zeeland,
Michigan
|
–
|
-$162K
|
-658
|
Closed
|
|
|
1983
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$159K
|
-644
|
Closed
|
|
|
1984
|
Rise Advisors
Rochester,
New York
|
–
|
-$133K
|
-540
|
Closed
|
|
|
1985
|
Cloud Capital Management
Seattle,
Washington
|
–
|
-$89K
|
-363
|
Closed
|
|
|
1986
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$79.8K
|
-323
|
Closed
|
|
|
1987
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$77.3K
|
-313
|
Closed
|
|
|
1988
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$49.9K
|
-202
|
Closed
|
|
|
1989
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
–
|
-$40.7K
|
-165
|
Closed
|
|
|
1990
|
Adirondack Trust Company
Saratoga Springs,
New York
|
–
|
-$35.3K
|
-143
|
Closed
|
|
|
1991
|
Hager Investment Management Services
New London,
New Hampshire
|
–
|
-$28.4K
|
-115
|
Closed
|
|
|
1992
|
Painted Porch Advisors
Santa Barbara,
California
|
–
|
-$23.2K
|
-94
|
Closed
|
|
|
1993
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
–
|
-$17.3K
|
-70
|
Closed
|
|
|
1994
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
–
|
-$17.3K
|
-70
|
Closed
|
|
|
1995
|
MRP Capital Investments
Alpharetta,
Georgia
|
–
|
-$17.3K
|
-65
|
Closed
|
|
|
1996
|
RiverPark Advisors
New York
|
–
|
-$16.1K
|
-65
|
Closed
|
|
|
1997
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$14.8K
|
-60
|
Closed
|
|
|
1998
|
Palisade Asset Management
Minneapolis,
Minnesota
|
–
|
-$13.8K
|
-56
|
Closed
|
|
|
1999
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$11.5K
|
-51
|
Closed
|
|
|
2000
|
ORG Wealth Partners
Dallas,
Texas
|
–
|
-$11.9K
|
-48
|
Closed
|
|
