|
1951
|
BKM Wealth Management
Brookfield,
Wisconsin
|
–
|
-$1.22M
|
-6,154
|
Closed
|
|
|
1952
|
ICW Investment Advisors
Scottsdale,
Arizona
|
–
|
-$1.2M
|
-6,069
|
Closed
|
|
|
1953
|
Berkshire Bank
Pittsfield,
Massachusetts
|
–
|
-$1.17M
|
-5,885
|
Closed
|
|
|
1954
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$1.14M
|
-5,770
|
Closed
|
|
|
1955
|
Moody National Bank Trust Division
Galveston,
Texas
|
–
|
-$1.13M
|
-5,696
|
Closed
|
|
|
1956
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
–
|
-$330K
|
-5,649
|
Closed
|
|
|
1957
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$1.11M
|
-5,588
|
Closed
|
|
|
1958
|
Garton & Associates Financial Advisors
Louisville,
Kentucky
|
–
|
-$1.09M
|
-5,522
|
Closed
|
|
|
1959
|
Capital International
Los Angeles,
California
|
–
|
-$1.09M
|
-5,500
|
Closed
|
|
|
1960
|
Arjuna Capital
Durham,
North Carolina
|
–
|
-$1.09M
|
-5,498
|
Closed
|
|
|
1961
|
Wealth Alliance
Mellville,
New York
|
–
|
-$1.08M
|
-5,430
|
Closed
|
|
|
1962
|
Cauble & Harre Wealth Management
Saint Louis,
Missouri
|
–
|
-$920K
|
-5,420
|
Closed
|
|
|
1963
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
–
|
-$1.07M
|
-5,383
|
Closed
|
|
|
1964
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$888K
|
-5,113
|
Closed
|
|
|
1965
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
–
|
-$992K
|
-5,001
|
Closed
|
|
|
1966
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$912K
|
-4,597
|
Closed
|
|
|
1967
|
Coastal Bridge Advisors
Westport,
Connecticut
|
–
|
-$835K
|
-4,210
|
Closed
|
|
|
1968
|
JGP Wealth Management
Bend,
Oregon
|
–
|
-$814K
|
-4,105
|
Closed
|
|
|
1969
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$810K
|
-4,083
|
Closed
|
|
|
1970
|
Abacus Wealth Partners
Santa Monica,
California
|
–
|
-$801K
|
-4,038
|
Closed
|
|
|
1971
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
–
|
-$762K
|
-3,841
|
Closed
|
|
|
1972
|
Oasis Advisors
Forest City,
Iowa
|
–
|
-$760K
|
-3,840
|
Closed
|
|
|
1973
|
Crew Capital Management
Cincinnati,
Ohio
|
–
|
-$746K
|
-3,760
|
Closed
|
|
|
1974
|
Simmons Bank
Pine Bluff,
Arkansas
|
–
|
-$735K
|
-3,708
|
Closed
|
|
|
1975
|
Forza Wealth Management
Sarasota,
Florida
|
–
|
-$727K
|
-3,665
|
Closed
|
|
