|
1951
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$252K
|
-1,275
|
Closed
|
|
|
1952
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
–
|
-$248K
|
-1,250
|
Closed
|
|
|
1953
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$243K
|
-1,225
|
Closed
|
|
|
1954
|
JT Stratford LLC
Gainesville,
Georgia
|
–
|
-$238K
|
-1,200
|
Closed
|
|
|
1955
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$238K
|
-1,200
|
Closed
|
|
|
1956
|
WMS Partners
Towson,
Maryland
|
–
|
-$238K
|
-1,200
|
Closed
|
|
|
1957
|
Second Line Capital
Metairie,
Louisiana
|
–
|
-$229K
|
-1,150
|
Closed
|
|
|
1958
|
|
–
|
-$229K
|
-1,150
|
Closed
|
|
|
1959
|
Angeles Investment Advisors
Santa Monica,
California
|
–
|
-$224K
|
-1,125
|
Closed
|
|
|
1960
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
–
|
-$224K
|
-1,125
|
Closed
|
|
|
1961
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
–
|
-$215K
|
-1,075
|
Closed
|
|
|
1962
|
Beck Mack & Oliver
New York
|
–
|
-$214K
|
-1,075
|
Closed
|
|
|
1963
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
–
|
-$214K
|
-1,075
|
Closed
|
|
|
1964
|
MRA Advisory Group
Parsippany,
New Jersey
|
–
|
-$212K
|
-1,075
|
Closed
|
|
|
1965
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
–
|
-$215K
|
-1,075
|
Closed
|
|
|
1966
|
Saxony Capital Management
St. Louis,
Missouri
|
–
|
-$214K
|
-1,075
|
Closed
|
|
|
1967
|
Brueske Advisory Services
Bellevue,
Washington
|
–
|
-$209K
|
-1,050
|
Closed
|
|
|
1968
|
GEM Asset Management
Plymouth,
Michigan
|
–
|
-$209K
|
-1,050
|
Closed
|
|
|
1969
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$208K
|
-1,050
|
Closed
|
|
|
1970
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
–
|
-$209K
|
-1,050
|
Closed
|
|
|
1971
|
Saturna Capital
Bellingham,
Washington
|
–
|
-$209K
|
-1,050
|
Closed
|
|
|
1972
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$209K
|
-1,050
|
Closed
|
|
|
1973
|
5T Wealth
Napa,
California
|
–
|
-$204K
|
-1,025
|
Closed
|
|
|
1974
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
–
|
-$204K
|
-1,025
|
Closed
|
|
|
1975
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
–
|
-$204K
|
-1,025
|
Closed
|
|
