|
1976
|
Apriem Advisors
Irvine,
California
|
–
|
-$207K
|
-1,521
|
Closed
|
|
|
1977
|
Traveka Wealth
Los Altos,
California
|
–
|
-$207K
|
-1,518
|
Closed
|
|
|
1978
|
Clarius Group LLC
Seattle,
Washington
|
–
|
-$206K
|
-1,517
|
Closed
|
|
|
1979
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$206K
|
-1,516
|
Closed
|
|
|
1980
|
MASTERINVEST Kapitalanlage
Vienna,
|
–
|
-$206K
|
-1,516
|
Closed
|
|
|
1981
|
William Blair Investment Management
Chicago,
Illinois
|
–
|
-$206K
|
-1,513
|
Closed
|
|
|
1982
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$206K
|
-1,512
|
Closed
|
|
|
1983
|
LMG Wealth Partners
Shreveport,
Louisiana
|
–
|
-$205K
|
-1,505
|
Closed
|
|
|
1984
|
CRA Financial Services
Northfield,
New Jersey
|
–
|
-$204K
|
-1,503
|
Closed
|
|
|
1985
|
Amarillo National Bank
Amarillo,
Texas
|
–
|
-$204K
|
-1,501
|
Closed
|
|
|
1986
|
Edge Wealth Management
New York
|
–
|
-$204K
|
-1,500
|
Closed
|
|
|
1987
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
–
|
-$204K
|
-1,500
|
Closed
|
|
|
1988
|
West Family Investments
Carlsbad,
California
|
–
|
-$202K
|
-1,486
|
Closed
|
|
|
1989
|
Endowment Wealth Management
Appleton,
Wisconsin
|
–
|
-$202K
|
-1,483
|
Closed
|
|
|
1990
|
Hendley & Co
Zanesville,
Ohio
|
–
|
-$201K
|
-1,480
|
Closed
|
|
|
1991
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$200K
|
-1,473
|
Closed
|
|
|
1992
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
–
|
-$200K
|
-1,472
|
Closed
|
|
|
1993
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
–
|
-$200K
|
-1,471
|
Closed
|
|
|
1994
|
Cloud Capital Management
Seattle,
Washington
|
–
|
-$131K
|
-967
|
Closed
|
|
|
1995
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$85.6K
|
-629
|
Closed
|
|
|
1996
|
Main Street Group
Glen Allen,
Virginia
|
–
|
-$83.8K
|
-616
|
Closed
|
|
|
1997
|
Painted Porch Advisors
Santa Barbara,
California
|
–
|
-$68.4K
|
-503
|
Closed
|
|
|
1998
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$66K
|
-485
|
Closed
|
|
|
1999
|
Crowley Wealth Management
Wilmington,
Delaware
|
–
|
-$61.9K
|
-455
|
Closed
|
|
|
2000
|
Lynch Asset Management
Yardley,
Pennsylvania
|
–
|
-$47.6K
|
-350
|
Closed
|
|
