|
1976
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
–
|
-$209K
|
-4,218
|
Closed
|
|
|
1977
|
First Interstate Bank
Billings,
Montana
|
–
|
-$208K
|
-4,211
|
Closed
|
|
|
1978
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$207K
|
-4,177
|
Closed
|
|
|
1979
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
–
|
-$205K
|
-4,121
|
Closed
|
|
|
1980
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
–
|
-$203K
|
-4,109
|
Closed
|
|
|
1981
|
Matisse Capital
Portland,
Oregon
|
–
|
-$203K
|
-4,100
|
Closed
|
|
|
1982
|
Patten Group
Chattanooga,
Tennessee
|
–
|
-$202K
|
-4,081
|
Closed
|
|
|
1983
|
Eudaimonia Advisors
Winchester,
Tennessee
|
–
|
-$201K
|
-4,070
|
Closed
|
|
|
1984
|
Endowment Wealth Management
Appleton,
Wisconsin
|
–
|
-$201K
|
-4,059
|
Closed
|
|
|
1985
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
–
|
-$200K
|
-4,048
|
Closed
|
|
|
1986
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$200K
|
-4,034
|
Closed
|
|
|
1987
|
Oakworth Capital
Birmingham,
Alabama
|
–
|
-$189K
|
-3,821
|
Closed
|
|
|
1988
|
WorthPointe
La Jolla,
California
|
–
|
-$201K
|
-3,705
|
Closed
|
|
|
1989
|
AHL Investment Management
Winter Park,
Florida
|
–
|
-$174K
|
-3,524
|
Closed
|
|
|
1990
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$114K
|
-2,296
|
Closed
|
|
|
1991
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$66K
|
-1,334
|
Closed
|
|
|
1992
|
Rather & Kittrell
Knoxville,
Tennessee
|
–
|
-$63K
|
-1,282
|
Closed
|
|
|
1993
|
Barnett & Company
Chattanooga,
Tennessee
|
–
|
-$62K
|
-1,246
|
Closed
|
|
|
1994
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
–
|
-$60K
|
-1,220
|
Closed
|
|
|
1995
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
–
|
-$59K
|
-1,186
|
Closed
|
|
|
1996
|
Old North State Trust
Greensboro,
North Carolina
|
–
|
-$52K
|
-1,059
|
Closed
|
|
|
1997
|
Legal & General Group
London,
United Kingdom
|
–
|
-$49K
|
-1,000
|
Closed
|
|
|
1998
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
–
|
-$32K
|
-658
|
Closed
|
|
|
1999
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
–
|
-$30K
|
-600
|
Closed
|
|
|
2000
|
Ford Financial Group
Fresno,
California
|
–
|
-$21K
|
-441
|
Closed
|
|
