|
1976
|
Opal Wealth Advisors
Jericho,
New York
|
$0
|
-$257K
|
0
|
–
|
Closed
|
|
|
1977
|
Orion Capital Management
Coronado,
California
|
$0
|
-$44.8K
|
0
|
–
|
Closed
|
|
|
1978
|
Pearl River Capital
Niles,
Michigan
|
$0
|
-$1.26M
|
0
|
–
|
Closed
|
|
|
1979
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$0
|
-$101K
|
0
|
–
|
Closed
|
|
|
1980
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$0
|
-$88.4K
|
0
|
–
|
Closed
|
|
|
1981
|
Realta Investment Advisors
Wilmington,
Delaware
|
$0
|
-$945K
|
0
|
–
|
Closed
|
|
|
1982
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$0
|
-$120K
|
0
|
–
|
Closed
|
|
|
1983
|
RFP Financial Group
Atlanta,
Georgia
|
$0
|
-$13.7K
|
0
|
–
|
Closed
|
|
|
1984
|
Rheos Capital Works
Tokyo,
Japan
|
$0
|
-$7.57M
|
0
|
–
|
Closed
|
|
|
1985
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$0
|
$0
|
1
|
0%
|
Maintained
|
|
|
1986
|
Scarborough Advisors
Annapolis,
Maryland
|
$0
|
-$757
|
0
|
–
|
Closed
|
|
|
1987
|
Sea Otter Advisors
Miami,
Florida
|
$0
|
-$13K
|
0
|
–
|
Closed
|
|
|
1988
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$0
|
-$260K
|
0
|
–
|
Closed
|
|
|
1989
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$0
|
-$2.06M
|
0
|
–
|
Closed
|
|
|
1990
|
Silphium Asset Management
London,
United Kingdom
|
$0
|
-$643K
|
0
|
–
|
Closed
|
|
|
1991
|
Simplicity Wealth
Summit,
New Jersey
|
$0
|
-$4.42M
|
0
|
–
|
Closed
|
|
|
1992
|
Smith Anglin Financial
Dallas,
Texas
|
$0
|
-$366K
|
0
|
–
|
Closed
|
|
|
1993
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$0
|
-$2.02M
|
0
|
–
|
Closed
|
|
|
1994
|
State of Wyoming
Cheyenne,
Wyoming
|
$0
|
-$542K
|
0
|
–
|
Closed
|
|
|
1995
|
SVB Wealth
Boston,
Massachusetts
|
$0
|
-$13.6M
|
0
|
–
|
Closed
|
|
|
1996
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$0
|
-$30M
|
0
|
–
|
Closed
|
|
|
1997
|
Syntax Research
Boca Raton,
Florida
|
$0
|
-$92.4K
|
0
|
–
|
Closed
|
|
|
1998
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$0
|
-$249K
|
0
|
–
|
Closed
|
|
|
1999
|
Tempus Wealth Planning
Irvine,
California
|
$0
|
-$219K
|
0
|
–
|
Closed
|
|
|
2000
|
The Family Firm
Bethesda,
Maryland
|
$0
|
-$180K
|
0
|
–
|
Closed
|
|