|
1976
|
Clarity Capital Partners
Newport Beach,
California
|
–
|
-$200K
|
-4,678
|
Closed
|
|
|
1977
|
Essential Planning
Portsmouth,
New Hampshire
|
–
|
-$201K
|
-4,420
|
Closed
|
|
|
1978
|
|
–
|
-$192K
|
-4,358
|
Closed
|
|
|
1979
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$179K
|
-4,170
|
Closed
|
|
|
1980
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$158K
|
-3,742
|
Closed
|
|
|
1981
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$151K
|
-3,448
|
Closed
|
|
|
1982
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
–
|
-$114K
|
-2,670
|
Closed
|
|
|
1983
|
Alexis Investment Partners
Montgomery,
Texas
|
–
|
-$110K
|
-2,560
|
Closed
|
|
|
1984
|
Heartland Advisors
Milwaukee,
Wisconsin
|
–
|
-$109K
|
-2,542
|
Closed
|
|
|
1985
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
–
|
-$106K
|
-2,478
|
Closed
|
|
|
1986
|
Mainstream Capital Management
Los Angeles,
California
|
–
|
-$96.2K
|
-2,246
|
Closed
|
|
|
1987
|
Raleigh Capital Management
Cary,
North Carolina
|
–
|
-$62.9K
|
-1,468
|
Closed
|
|
|
1988
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
–
|
-$60.3K
|
-1,408
|
Closed
|
|
|
1989
|
Transcendent Capital Group
Edmond,
Oklahoma
|
–
|
-$58.6K
|
-1,370
|
Closed
|
|
|
1990
|
Delos Wealth Advisors
Dallas,
Texas
|
–
|
-$56.6K
|
-1,322
|
Closed
|
|
|
1991
|
S.A. Mason
Holland,
Michigan
|
–
|
-$42.8K
|
-1,000
|
Closed
|
|
|
1992
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$38.3K
|
-894
|
Closed
|
|
|
1993
|
Caitlin John
Brighton,
Michigan
|
–
|
-$37.9K
|
-884
|
Closed
|
|
|
1994
|
Morling Financial Advisors
Fremont,
California
|
–
|
-$34.3K
|
-800
|
Closed
|
|
|
1995
|
|
–
|
-$20.3K
|
-474
|
Closed
|
|
|
1996
|
Lee, Danner & Bass
Nashville,
Tennessee
|
–
|
-$19.3K
|
-450
|
Closed
|
|
|
1997
|
Human Investing
Lake Oswego,
Oregon
|
–
|
-$18K
|
-420
|
Closed
|
|
|
1998
|
Element Wealth
Ridgeland,
Mississippi
|
–
|
-$17.2K
|
-400
|
Closed
|
|
|
1999
|
Kieckhefer Group
Mequon,
Wisconsin
|
–
|
-$17.1K
|
-400
|
Closed
|
|
|
2000
|
Denver PWM
Denver,
Colorado
|
–
|
-$16.8K
|
-392
|
Closed
|
|
