|
1976
|
Root Financial Partners
Encinitas,
California
|
–
|
-$108K
|
-2,195
|
Closed
|
|
|
1977
|
Price Financial Group Wealth Management
Portland,
Oregon
|
–
|
-$110K
|
-2,087
|
Closed
|
|
|
1978
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$97.3K
|
-1,970
|
Closed
|
|
|
1979
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$82.1K
|
-1,663
|
Closed
|
|
|
1980
|
Lazard Asset Management
New York
|
–
|
-$70.4K
|
-1,425
|
Closed
|
|
|
1981
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$57.3K
|
-1,160
|
Closed
|
|
|
1982
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$45.4K
|
-920
|
Closed
|
|
|
1983
|
|
–
|
-$41.5K
|
-840
|
Closed
|
|
|
1984
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
–
|
-$39.9K
|
-808
|
Closed
|
|
|
1985
|
Greykasell Wealth Strategies
Danville,
California
|
–
|
-$34K
|
-688
|
Closed
|
|
|
1986
|
RetireMitten Financial
Milford,
Michigan
|
–
|
-$34K
|
-688
|
Closed
|
|
|
1987
|
TopTier Wealth Management
Muskego,
Wisconsin
|
–
|
-$24.9K
|
-503
|
Closed
|
|
|
1988
|
Goodman Advisory Group
Needham,
Massachusetts
|
–
|
-$20.2K
|
-410
|
Closed
|
|
|
1989
|
Decker Retirement Planning
Levi,
Utah
|
–
|
-$16.8K
|
-340
|
Closed
|
|
|
1990
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
–
|
-$7.6K
|
-147
|
Closed
|
|
|
1991
|
Bruce G. Allen Investments
Denver,
Colorado
|
–
|
-$3.8K
|
-77
|
Closed
|
|
|
1992
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
–
|
-$3.7K
|
-75
|
Closed
|
|
|
1993
|
Palouse Capital Management
Spokane,
Washington
|
–
|
-$3.7K
|
-75
|
Closed
|
|
|
1994
|
West Branch Capital
Amherst,
Massachusetts
|
–
|
-$1.43K
|
-29
|
Closed
|
|
|
1995
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
–
|
-$648
|
-13
|
Closed
|
|
