|
1951
|
New Potomac Partners
Bethesda,
Maryland
|
–
|
-$207K
|
-1,576
|
Closed
|
|
|
1952
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
–
|
-$207K
|
-1,575
|
Closed
|
|
|
1953
|
Asset Advisors Investment Management
Augusta,
Georgia
|
–
|
-$206K
|
-1,570
|
Closed
|
|
|
1954
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$206K
|
-1,566
|
Closed
|
|
|
1955
|
Princeton Capital Management
Red Bank,
New Jersey
|
–
|
-$206K
|
-1,565
|
Closed
|
|
|
1956
|
Act Wealth Management
Plano,
Texas
|
–
|
-$204K
|
-1,550
|
Closed
|
|
|
1957
|
NWF Advisory Services
Los Angeles,
California
|
–
|
-$204K
|
-1,549
|
Closed
|
|
|
1958
|
Wealth Architects
Mountain View,
California
|
–
|
-$201K
|
-1,528
|
Closed
|
|
|
1959
|
Planning Directions
Glen Mills,
Pennsylvania
|
–
|
-$200K
|
-1,523
|
Closed
|
|
|
1960
|
Fernwood Investment Management
Quincy,
Massachusetts
|
–
|
-$147K
|
-1,116
|
Closed
|
|
|
1961
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$118K
|
-900
|
Closed
|
|
|
1962
|
|
–
|
-$85.8K
|
-653
|
Closed
|
|
|
1963
|
Northwest Capital Management
Lake Oswego,
Oregon
|
–
|
-$74.6K
|
-568
|
Closed
|
|
|
1964
|
Capstone Investment Advisors
New York
|
–
|
-$69.4K
|
-564
|
Closed
|
|
|
1965
|
LifeSteps Financial
Claremont,
California
|
–
|
-$64K
|
-487
|
Closed
|
|
|
1966
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
–
|
-$34.8K
|
-265
|
Closed
|
|
|
1967
|
Castleview Partners
Dallas,
Texas
|
–
|
-$31.1K
|
-237
|
Closed
|
|
|
1968
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
–
|
-$27.2K
|
-207
|
Closed
|
|
|
1969
|
Belmont Capital
Los Angeles,
California
|
–
|
-$22.5K
|
-171
|
Closed
|
|
|
1970
|
Halpern Financial
Ashburn,
Virginia
|
–
|
-$19.2K
|
-152
|
Closed
|
|
|
1971
|
Toth Financial Advisory
Leesburg,
Virginia
|
–
|
-$14.5K
|
-110
|
Closed
|
|
|
1972
|
Evolution Advisers
Richmond,
Virginia
|
–
|
-$12K
|
-85
|
Closed
|
|
|
1973
|
Wiser Advisor Group
Phoenix,
Arizona
|
–
|
-$8.06K
|
-61
|
Closed
|
|
|
1974
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
–
|
-$4K
|
-34
|
Closed
|
|
|
1975
|
HighMark Wealth Management
St. Paul,
Minnesota
|
–
|
-$2.89K
|
-22
|
Closed
|
|
