|
1926
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$221K
|
-331
|
Closed
|
|
|
1927
|
Independent Investors Inc
Nesconset,
New York
|
–
|
-$217K
|
-325
|
Closed
|
|
|
1928
|
First Hawaiian Bank
Honolulu,
Hawaii
|
–
|
-$211K
|
-316
|
Closed
|
|
|
1929
|
Wealthquest
Cincinnati,
Ohio
|
–
|
-$209K
|
-312
|
Closed
|
|
|
1930
|
Raub Brock Capital Management
Larkspur,
California
|
–
|
-$208K
|
-311
|
Closed
|
|
|
1931
|
Perennial Advisors
New York
|
–
|
-$207K
|
-309
|
Closed
|
|
|
1932
|
Strategic Wealth Partners
Independence,
Ohio
|
–
|
-$205K
|
-307
|
Closed
|
|
|
1933
|
Capital Advisors Wealth Management
Yakima,
Washington
|
–
|
-$204K
|
-304
|
Closed
|
|
|
1934
|
Seven Post Investment Office
San Francisco,
California
|
–
|
-$201K
|
-300
|
Closed
|
|
|
1935
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
–
|
-$161K
|
-241
|
Closed
|
|
|
1936
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
-$118K
|
-176
|
Closed
|
|
|
1937
|
Old North State Trust
Greensboro,
North Carolina
|
–
|
-$114K
|
-170
|
Closed
|
|
|
1938
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$112K
|
-167
|
Closed
|
|
|
1939
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$98.4K
|
-147
|
Closed
|
|
|
1940
|
Bellwether Advisors
Lincoln,
Nebraska
|
–
|
-$97.2K
|
-145
|
Closed
|
|
|
1941
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$94.3K
|
-141
|
Closed
|
|
|
1942
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
–
|
-$77.6K
|
-116
|
Closed
|
|
|
1943
|
City Holding Co
Charleston,
West Virginia
|
–
|
-$58.2K
|
-87
|
Closed
|
|
|
1944
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
–
|
-$488K
|
-73
|
Closed
|
|
|
1945
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
–
|
-$48.2K
|
-72
|
Closed
|
|
|
1946
|
|
–
|
-$40.8K
|
-61
|
Closed
|
|
|
1947
|
Accel Wealth Management
Waverly,
Iowa
|
–
|
-$23.4K
|
-35
|
Closed
|
|
|
1948
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$20.1M
|
-30
|
Closed
|
|
|
1949
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
–
|
-$17.4K
|
-26
|
Closed
|
|
|
1950
|
Schubert & Co
Mckinney,
Texas
|
–
|
-$12K
|
-18
|
Closed
|
|
