|
1951
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
–
|
-$261K
|
-906
|
Closed
|
|
|
1952
|
Donaldson Capital Management
Evansville,
Indiana
|
–
|
-$261K
|
-904
|
Closed
|
|
|
1953
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$259K
|
-898
|
Closed
|
|
|
1954
|
Fiduciary Family Office
Boca Raton,
Florida
|
–
|
-$258K
|
-894
|
Closed
|
|
|
1955
|
Five Oceans Advisors
Santa Monica,
California
|
–
|
-$248K
|
-861
|
Closed
|
|
|
1956
|
Code Waechter
Tampa,
Florida
|
–
|
-$245K
|
-848
|
Closed
|
|
|
1957
|
Paloma Partners
Greenwich,
Connecticut
|
–
|
-$244K
|
-847
|
Closed
|
|
|
1958
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$239K
|
-829
|
Closed
|
|
|
1959
|
Weatherly Asset Management
Del Mar,
California
|
–
|
-$234K
|
-809
|
Closed
|
|
|
1960
|
Sageworth Trust
Lancaster,
Pennsylvania
|
–
|
-$231K
|
-800
|
Closed
|
|
|
1961
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
–
|
-$225K
|
-781
|
Closed
|
|
|
1962
|
Crestmont Private Wealth
Houston,
Texas
|
–
|
-$217K
|
-753
|
Closed
|
|
|
1963
|
|
–
|
-$215K
|
-746
|
Closed
|
|
|
1964
|
RDA Financial Network
Akron,
Iowa
|
–
|
-$210K
|
-727
|
Closed
|
|
|
1965
|
Ifrah Financial Services
Little Rock,
Arkansas
|
–
|
-$209K
|
-726
|
Closed
|
|
|
1966
|
Trillium Asset Management
Boston,
Massachusetts
|
–
|
-$209K
|
-724
|
Closed
|
|
|
1967
|
Dodge & Cox
San Francisco,
California
|
–
|
-$208K
|
-722
|
Closed
|
|
|
1968
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
–
|
-$208K
|
-722
|
Closed
|
|
|
1969
|
Asset Allocation Strategies
Farmington,
Michigan
|
–
|
-$207K
|
-719
|
Closed
|
|
|
1970
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
–
|
-$205K
|
-710
|
Closed
|
|
|
1971
|
XML Financial
Bethesda,
Maryland
|
–
|
-$205K
|
-710
|
Closed
|
|
|
1972
|
Klingman & Associates
New York
|
–
|
-$204K
|
-706
|
Closed
|
|
|
1973
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
–
|
-$203K
|
-705
|
Closed
|
|
|
1974
|
Nadler Financial Group
Deerfield,
Illinois
|
–
|
-$202K
|
-701
|
Closed
|
|
|
1975
|
Leisure Capital Management
Costa Mesa,
California
|
–
|
-$202K
|
-699
|
Closed
|
|
