|
1976
|
Summit Equities
Parsippany,
New Jersey
|
–
|
-$828K
|
-3,052
|
Closed
|
|
|
1977
|
Coyle Financial Counsel
Glenview,
Illinois
|
–
|
-$729K
|
-2,686
|
Closed
|
|
|
1978
|
Cedar Capital
Barrington,
Illinois
|
–
|
-$717K
|
-2,642
|
Closed
|
|
|
1979
|
Cheviot Value Management
Beverly Hills,
California
|
–
|
-$656K
|
-2,419
|
Closed
|
|
|
1980
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
–
|
-$598K
|
-2,205
|
Closed
|
|
|
1981
|
Checchi Capital Advisers
Beverly Hills,
California
|
–
|
-$605K
|
-2,124
|
Closed
|
|
|
1982
|
Lattice Strategies
Wayne,
Pennsylvania
|
–
|
-$497K
|
-1,831
|
Closed
|
|
|
1983
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$413K
|
-1,524
|
Closed
|
|
|
1984
|
Ashfield Capital Partners
San Francisco,
California
|
–
|
-$407K
|
-1,500
|
Closed
|
|
|
1985
|
Burleson & Co
Petaluma,
California
|
–
|
-$383K
|
-1,413
|
Closed
|
|
|
1986
|
P.R. Herzig & Co
Roslyn Heights,
New York
|
–
|
-$373K
|
-1,375
|
Closed
|
|
|
1987
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
–
|
-$358K
|
-1,320
|
Closed
|
|
|
1988
|
QCM Cayman
Houston,
Texas
|
–
|
-$332K
|
-1,223
|
Closed
|
|
|
1989
|
|
–
|
-$319K
|
-1,177
|
Closed
|
|
|
1990
|
Price Capital Management
Lafayette,
Louisiana
|
–
|
-$298K
|
-1,100
|
Closed
|
|
|
1991
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$305K
|
-1,098
|
Closed
|
|
|
1992
|
Cypress Wealth Advisors
San Francisco,
California
|
–
|
-$274K
|
-1,011
|
Closed
|
|
|
1993
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$245K
|
-901
|
Closed
|
|
|
1994
|
Capital Advantage
Walnut Creek,
California
|
–
|
-$233K
|
-860
|
Closed
|
|
|
1995
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$232K
|
-856
|
Closed
|
|
|
1996
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
–
|
-$228K
|
-840
|
Closed
|
|
|
1997
|
WBI Investments
Red Bank,
New Jersey
|
–
|
-$214K
|
-790
|
Closed
|
|
|
1998
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$135K
|
-498
|
Closed
|
|
|
1999
|
Cerebellum
San Francisco,
California
|
–
|
-$54K
|
-200
|
Closed
|
|
|
2000
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$13K
|
-48
|
Closed
|
|
