|
1976
|
Curated Wealth Partners
El Segundo,
California
|
–
|
-$206K
|
-1,056
|
Closed
|
|
|
1977
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
–
|
-$203K
|
-1,041
|
Closed
|
|
|
1978
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$203K
|
-1,041
|
Closed
|
|
|
1979
|
Perennial Investment Advisors
Los Angeles,
California
|
–
|
-$203K
|
-1,040
|
Closed
|
|
|
1980
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
–
|
-$203K
|
-1,039
|
Closed
|
|
|
1981
|
Southland Equity Partners
Wildwood,
Missouri
|
–
|
-$202K
|
-1,036
|
Closed
|
|
|
1982
|
Blue Square Asset Management
New York
|
–
|
-$202K
|
-1,032
|
Closed
|
|
|
1983
|
Custom Index Systems
New York
|
–
|
-$201K
|
-1,028
|
Closed
|
|
|
1984
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
–
|
-$201K
|
-1,028
|
Closed
|
|
|
1985
|
Lee Financial
Dallas,
Texas
|
–
|
-$200K
|
-1,024
|
Closed
|
|
|
1986
|
Magellan Asset Management
Sydney,
Australia
|
–
|
-$198K
|
-1,011
|
Closed
|
|
|
1987
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
–
|
-$112K
|
-574
|
Closed
|
|
|
1988
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$67K
|
-343
|
Closed
|
|
|
1989
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
–
|
-$64.3K
|
-329
|
Closed
|
|
|
1990
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$61K
|
-314
|
Closed
|
|
|
1991
|
Operose Advisors
Milwaukee,
Wisconsin
|
–
|
-$42.8K
|
-219
|
Closed
|
|
|
1992
|
Bank of New Hampshire
Laconia,
New Hampshire
|
–
|
-$38.5K
|
-197
|
Closed
|
|
|
1993
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$36.4K
|
-186
|
Closed
|
|
|
1994
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$32.9K
|
-168
|
Closed
|
|
|
1995
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$17.7K
|
-90
|
Closed
|
|
|
1996
|
Millburn Ridgefield Corp
New York
|
–
|
-$15.8K
|
-81
|
Closed
|
|
|
1997
|
|
–
|
-$14.7K
|
-75
|
Closed
|
|
|
1998
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
–
|
-$14.7K
|
-75
|
Closed
|
|
|
1999
|
Legacy Investment Solutions
Meridian,
Idaho
|
–
|
-$12.9K
|
-73
|
Closed
|
|
|
2000
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$12.9K
|
-73
|
Closed
|
|
