|
1976
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$209K
|
-1,296
|
Closed
|
|
|
1977
|
Rise Advisors
Rochester,
New York
|
–
|
-$208K
|
-1,295
|
Closed
|
|
|
1978
|
Pacific Asset Management
Gig Harbor,
Washington
|
–
|
-$207K
|
-1,287
|
Closed
|
|
|
1979
|
Kickstand Ventures
Pittsford,
New York
|
–
|
-$207K
|
-1,285
|
Closed
|
|
|
1980
|
Curated Wealth Partners
El Segundo,
California
|
–
|
-$207K
|
-1,284
|
Closed
|
|
|
1981
|
American Financial Advisors
Marietta,
Georgia
|
–
|
-$206K
|
-1,279
|
Closed
|
|
|
1982
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
–
|
-$206K
|
-1,279
|
Closed
|
|
|
1983
|
SPWM Advisors
Traverse City,
Michigan
|
–
|
-$205K
|
-1,276
|
Closed
|
|
|
1984
|
E.S. Barr & Co
Lexington,
Kentucky
|
–
|
-$205K
|
-1,275
|
Closed
|
|
|
1985
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
–
|
-$204K
|
-1,265
|
Closed
|
|
|
1986
|
August Group Capital
Toronto,
|
–
|
-$203K
|
-1,261
|
Closed
|
|
|
1987
|
Cottage Street Advisors
Marion,
Massachusetts
|
–
|
-$203K
|
-1,260
|
Closed
|
|
|
1988
|
Delta Investment Management
San Francisco,
California
|
–
|
-$203K
|
-1,260
|
Closed
|
|
|
1989
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
–
|
-$203K
|
-1,258
|
Closed
|
|
|
1990
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$202K
|
-1,252
|
Closed
|
|
|
1991
|
F/M Investments
Washington,
District of Columbia
|
–
|
-$201K
|
-1,252
|
Closed
|
|
|
1992
|
Clarkston Capital Partners
Rochester,
Michigan
|
–
|
-$201K
|
-1,250
|
Closed
|
|
|
1993
|
White Pine Investment Company
Livonia,
Michigan
|
–
|
-$201K
|
-1,250
|
Closed
|
|
|
1994
|
Strategic Advocates
Logan,
Utah
|
–
|
-$132K
|
-809
|
Closed
|
|
|
1995
|
Ninety One (UK)
London,
United Kingdom
|
–
|
-$126K
|
-780
|
Closed
|
|
|
1996
|
Alphadyne Asset Management
New York
|
–
|
-$77.9K
|
-484
|
Closed
|
|
|
1997
|
Compass Financial Services
West Des Moines,
Iowa
|
–
|
-$68.4K
|
-425
|
Closed
|
|
|
1998
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$48.3K
|
-300
|
Closed
|
|
|
1999
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$47.8K
|
-297
|
Closed
|
|
|
2000
|
Winnow Wealth
Waco,
Texas
|
–
|
-$42.2K
|
-262
|
Closed
|
|
