|
1976
|
WNY Asset Management
Williamsville,
New York
|
–
|
-$231K
|
-1,009
|
Closed
|
|
|
1977
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
–
|
-$225K
|
-995
|
Closed
|
|
|
1978
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
–
|
-$222K
|
-972
|
Closed
|
|
|
1979
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
–
|
-$214K
|
-935
|
Closed
|
|
|
1980
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$213K
|
-931
|
Closed
|
|
|
1981
|
Private Management Group
Irvine,
California
|
–
|
-$212K
|
-928
|
Closed
|
|
|
1982
|
Berkeley Inc
Boise,
Idaho
|
–
|
-$211K
|
-921
|
Closed
|
|
|
1983
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
–
|
-$209K
|
-915
|
Closed
|
|
|
1984
|
Correct Capital Wealth Management
Clayton,
Missouri
|
–
|
-$209K
|
-913
|
Closed
|
|
|
1985
|
StrongBox Wealth
Lee's Summit,
Missouri
|
–
|
-$208K
|
-910
|
Closed
|
|
|
1986
|
First Foundation Advisors
Irvine,
California
|
–
|
-$208K
|
-909
|
Closed
|
|
|
1987
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$207K
|
-907
|
Closed
|
|
|
1988
|
Ehrlich Financial Group
Laguna Niguel,
California
|
–
|
-$206K
|
-901
|
Closed
|
|
|
1989
|
Pacific Financial Group
Bellevue,
Washington
|
–
|
-$206K
|
-901
|
Closed
|
|
|
1990
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$206K
|
-900
|
Closed
|
|
|
1991
|
Regimen Wealth
Atlanta,
Georgia
|
–
|
-$205K
|
-898
|
Closed
|
|
|
1992
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
–
|
-$205K
|
-897
|
Closed
|
|
|
1993
|
Nilsine Partners
Greenwood Village,
Colorado
|
–
|
-$204K
|
-891
|
Closed
|
|
|
1994
|
Colonial River Investments
Midlothian,
Virginia
|
–
|
-$203K
|
-889
|
Closed
|
|
|
1995
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
–
|
-$203K
|
-888
|
Closed
|
|
|
1996
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
–
|
-$203K
|
-887
|
Closed
|
|
|
1997
|
Buffington Mohr McNeal
Boise,
Idaho
|
–
|
-$202K
|
-885
|
Closed
|
|
|
1998
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$202K
|
-882
|
Closed
|
|
|
1999
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$201K
|
-881
|
Closed
|
|
|
2000
|
Evergreen Advisors
Chattanooga,
Tennessee
|
–
|
-$201K
|
-880
|
Closed
|
|
