|
1976
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$209K
|
-4,242
|
Closed
|
|
|
1977
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$205K
|
-4,147
|
Closed
|
|
|
1978
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
–
|
-$202K
|
-4,088
|
Closed
|
|
|
1979
|
Sierra Summit Advisors
Incline Village,
Nevada
|
–
|
-$200K
|
-4,060
|
Closed
|
|
|
1980
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$197K
|
-4,000
|
Closed
|
|
|
1981
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$184K
|
-3,718
|
Closed
|
|
|
1982
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$181K
|
-3,654
|
Closed
|
|
|
1983
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
–
|
-$172K
|
-3,484
|
Closed
|
|
|
1984
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$167K
|
-3,391
|
Closed
|
|
|
1985
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$158K
|
-3,206
|
Closed
|
|
|
1986
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$150K
|
-3,047
|
Closed
|
|
|
1987
|
Windsor Advisory Group
Columbus,
Ohio
|
–
|
-$131K
|
-2,645
|
Closed
|
|
|
1988
|
Root Financial Partners
Encinitas,
California
|
–
|
-$108K
|
-2,195
|
Closed
|
|
|
1989
|
Price Financial Group Wealth Management
Portland,
Oregon
|
–
|
-$110K
|
-2,087
|
Closed
|
|
|
1990
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$97.3K
|
-1,970
|
Closed
|
|
|
1991
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$82.1K
|
-1,663
|
Closed
|
|
|
1992
|
Lazard Asset Management
New York
|
–
|
-$70.4K
|
-1,425
|
Closed
|
|
|
1993
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$57.3K
|
-1,160
|
Closed
|
|
|
1994
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$45.4K
|
-920
|
Closed
|
|
|
1995
|
|
–
|
-$41.5K
|
-840
|
Closed
|
|
|
1996
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
–
|
-$39.9K
|
-808
|
Closed
|
|
|
1997
|
Greykasell Wealth Strategies
Danville,
California
|
–
|
-$34K
|
-688
|
Closed
|
|
|
1998
|
RetireMitten Financial
Milford,
Michigan
|
–
|
-$34K
|
-688
|
Closed
|
|
|
1999
|
TopTier Wealth Management
Muskego,
Wisconsin
|
–
|
-$24.9K
|
-503
|
Closed
|
|
|
2000
|
Goodman Advisory Group
Needham,
Massachusetts
|
–
|
-$20.2K
|
-410
|
Closed
|
|
