|
1976
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$19.6K
|
-335
|
Closed
|
|
|
1977
|
Paladin Advisory Group
Clive,
Iowa
|
–
|
-$19.2K
|
-328
|
Closed
|
|
|
1978
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$19.5K
|
-292
|
Closed
|
|
|
1979
|
Carmel Capital Partners
San Diego,
California
|
–
|
-$16.4K
|
-281
|
Closed
|
|
|
1980
|
Crewe Advisors
Salt Lake City,
Utah
|
–
|
-$16.4K
|
-281
|
Closed
|
|
|
1981
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$14.6K
|
-250
|
Closed
|
|
|
1982
|
Rock Creek Group
Washington,
District of Columbia
|
–
|
-$14.3K
|
-245
|
Closed
|
|
|
1983
|
Buck Wealth Strategies
Denver,
Colorado
|
–
|
-$12.4K
|
-212
|
Closed
|
|
|
1984
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$7.72K
|
-132
|
Closed
|
|
|
1985
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$5.85K
|
-100
|
Closed
|
|
|
1986
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
–
|
-$4.79K
|
-82
|
Closed
|
|
|
1987
|
Red Tortoise LLC
Atlanta,
Georgia
|
–
|
-$3.86K
|
-66
|
Closed
|
|
|
1988
|
Macroview Investment Management
Bethesda,
Maryland
|
–
|
-$3.74K
|
-64
|
Closed
|
|
|
1989
|
West Financial Advisors
Des Moines,
Iowa
|
–
|
-$3.22K
|
-55
|
Closed
|
|
|
1990
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
–
|
-$3.04K
|
-52
|
Closed
|
|
|
1991
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$2.92K
|
-50
|
Closed
|
|
|
1992
|
Bull Oak Capital
San Diego,
California
|
–
|
-$1.81K
|
-31
|
Closed
|
|
|
1993
|
LAM Group
Lake Oswego,
Oregon
|
–
|
-$1.05K
|
-18
|
Closed
|
|
|
1994
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
–
|
-$877
|
-15
|
Closed
|
|
|
1995
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
–
|
-$175
|
-3
|
Closed
|
|
|
1996
|
Game Plan Financial Advisors
Westlake,
Ohio
|
–
|
+$859
|
+15
|
New
|
|
