|
1951
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
–
|
-$5.09M
|
-51,342
|
Closed
|
|
|
1952
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$4.85M
|
-48,601
|
Closed
|
|
|
1953
|
Blue Edge Capital
Richmond,
Virginia
|
–
|
-$4.15M
|
-41,810
|
Closed
|
|
|
1954
|
Renaissance Technologies
New York
|
–
|
-$2.35M
|
-23,700
|
Closed
|
|
|
1955
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$1.87M
|
-18,893
|
Closed
|
|
|
1956
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$1.86M
|
-18,733
|
Closed
|
|
|
1957
|
Bleakley Financial Group
Fairfield,
New Jersey
|
–
|
-$1.82M
|
-18,312
|
Closed
|
|
|
1958
|
Engineers Gate Manager
New York
|
–
|
-$1.7M
|
-17,183
|
Closed
|
|
|
1959
|
Dow Chemical Company
Midland,
Michigan
|
–
|
-$1.58M
|
-15,912
|
Closed
|
|
|
1960
|
Rede Wealth
Charlottesville,
Virginia
|
–
|
-$1.43M
|
-14,378
|
Closed
|
|
|
1961
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
–
|
-$1.33M
|
-13,423
|
Closed
|
|
|
1962
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
–
|
-$1.27M
|
-12,815
|
Closed
|
|
|
1963
|
Kraft Davis & Associates
St. Louis,
Missouri
|
–
|
-$1.21M
|
-12,278
|
Closed
|
|
|
1964
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$1.22M
|
-12,271
|
Closed
|
|
|
1965
|
Jordan Park Group
San Francisco,
California
|
–
|
-$1.21M
|
-12,173
|
Closed
|
|
|
1966
|
Wick Capital Partners
Wayne,
Pennsylvania
|
–
|
-$202K
|
-11,983
|
Closed
|
|
|
1967
|
Lion Street Advisors
Austin,
Texas
|
–
|
-$1.17M
|
-11,827
|
Closed
|
|
|
1968
|
Camarda Financial Advisors
Fleming Island,
Florida
|
–
|
-$1.01M
|
-10,140
|
Closed
|
|
|
1969
|
Richard Bernstein Advisors
New York
|
–
|
-$928K
|
-9,353
|
Closed
|
|
|
1970
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$903K
|
-9,104
|
Closed
|
|
|
1971
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
–
|
-$747K
|
-7,530
|
Closed
|
|
|
1972
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
–
|
-$741K
|
-7,470
|
Closed
|
|
|
1973
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
–
|
-$719K
|
-7,244
|
Closed
|
|
|
1974
|
Barings
Charlotte,
North Carolina
|
–
|
-$711K
|
-7,164
|
Closed
|
|
|
1975
|
Gitterman Wealth Management
Edison,
New Jersey
|
–
|
-$695K
|
-7,004
|
Closed
|
|
