|
1976
|
First Foundation Advisors
Irvine,
California
|
–
|
-$98.4K
|
-1,696
|
Closed
|
|
|
1977
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$62.3K
|
-1,074
|
Closed
|
|
|
1978
|
Orion Capital Management
Coronado,
California
|
–
|
-$46.4K
|
-800
|
Closed
|
|
|
1979
|
Central Bank & Trust
Lexington,
Kentucky
|
–
|
-$46.1K
|
-795
|
Closed
|
|
|
1980
|
EdgeRock Capital
Denver,
Colorado
|
–
|
-$39.6K
|
-682
|
Closed
|
|
|
1981
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
–
|
-$29K
|
-508
|
Closed
|
|
|
1982
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
–
|
-$28.8K
|
-497
|
Closed
|
|
|
1983
|
The Family Firm
Bethesda,
Maryland
|
–
|
-$28.6K
|
-492
|
Closed
|
|
|
1984
|
Register Financial Advisors
Atlanta,
Georgia
|
–
|
-$26.2K
|
-451
|
Closed
|
|
|
1985
|
Ransom Advisory
Providence,
Rhode Island
|
–
|
-$26.1K
|
-450
|
Closed
|
|
|
1986
|
Ionic Capital Management
New York
|
–
|
-$20.1K
|
-300
|
Closed
|
|
|
1987
|
Beaird Harris Wealth Management
Dallas,
Texas
|
–
|
-$16.7K
|
-288
|
Closed
|
|
|
1988
|
RFP Financial Group
Atlanta,
Georgia
|
–
|
-$14.2K
|
-244
|
Closed
|
|
|
1989
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$13.3K
|
-230
|
Closed
|
|
|
1990
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
–
|
-$13.3K
|
-199
|
Closed
|
|
|
1991
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$11.5K
|
-198
|
Closed
|
|
|
1992
|
Financial Connections Group
Corte Madera,
California
|
–
|
-$11K
|
-195
|
Closed
|
|
|
1993
|
Creekmur Asset Management
Morton,
Illinois
|
–
|
-$9.87K
|
-170
|
Closed
|
|
|
1994
|
Summit Securities Group
New York
|
–
|
-$8K
|
-138
|
Closed
|
|
|
1995
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$6.15K
|
-106
|
Closed
|
|
|
1996
|
Icon Advisers
Greenwood Village,
Colorado
|
–
|
-$4.64K
|
-80
|
Closed
|
|
|
1997
|
Painted Porch Advisors
Santa Barbara,
California
|
–
|
-$3.48K
|
-60
|
Closed
|
|
|
1998
|
Performa Ltd (US)
Charleston,
South Carolina
|
–
|
-$2.96K
|
-51
|
Closed
|
|
|
1999
|
Fairway Wealth
Independence,
Ohio
|
–
|
-$2.55K
|
-44
|
Closed
|
|
|
2000
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
–
|
-$2.81K
|
-42
|
Closed
|
|
