|
1951
|
Blackston Financial Advisory Group
The Villages,
Florida
|
–
|
-$364K
|
-3,751
|
Closed
|
|
|
1952
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$362K
|
-3,733
|
Closed
|
|
|
1953
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
–
|
-$330K
|
-3,478
|
Closed
|
|
|
1954
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$337K
|
-3,473
|
Closed
|
|
|
1955
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$319K
|
-3,364
|
Closed
|
|
|
1956
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$312K
|
-3,216
|
Closed
|
|
|
1957
|
Teamwork Financial Advisors
San Antonio,
Texas
|
–
|
-$311K
|
-3,208
|
Closed
|
|
|
1958
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$300K
|
-3,094
|
Closed
|
|
|
1959
|
Alethea Capital Management
Mercer Island,
Washington
|
–
|
-$291K
|
-3,000
|
Closed
|
|
|
1960
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$289K
|
-2,982
|
Closed
|
|
|
1961
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$285K
|
-2,935
|
Closed
|
|
|
1962
|
WealthTrust Asset Management
Destin,
Florida
|
–
|
-$274K
|
-2,821
|
Closed
|
|
|
1963
|
Congress Wealth Management
Boston,
Massachusetts
|
–
|
-$255K
|
-2,685
|
Closed
|
|
|
1964
|
Waterloo Capital
Austin,
Texas
|
–
|
-$254K
|
-2,623
|
Closed
|
|
|
1965
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$246K
|
-2,534
|
Closed
|
|
|
1966
|
Berkshire Bank
Pittsfield,
Massachusetts
|
–
|
-$244K
|
-2,516
|
Closed
|
|
|
1967
|
Cook Wealth
Raleigh,
North Carolina
|
–
|
-$238K
|
-2,515
|
Closed
|
|
|
1968
|
Calton & Associates
Tampa,
Florida
|
–
|
-$243K
|
-2,501
|
Closed
|
|
|
1969
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
–
|
-$242K
|
-2,492
|
Closed
|
|
|
1970
|
Partners Capital Investment Group
Boston,
Massachusetts
|
–
|
-$238K
|
-2,456
|
Closed
|
|
|
1971
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$235K
|
-2,419
|
Closed
|
|
|
1972
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
–
|
-$235K
|
-2,417
|
Closed
|
|
|
1973
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$234K
|
-2,414
|
Closed
|
|
|
1974
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$231K
|
-2,385
|
Closed
|
|
|
1975
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
–
|
-$230K
|
-2,370
|
Closed
|
|
