|
1951
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$264K
|
-3,213
|
Closed
|
|
|
1952
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
–
|
-$229K
|
-2,792
|
Closed
|
|
|
1953
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$229K
|
-2,790
|
Closed
|
|
|
1954
|
Legacy Financial Advisors
Covington,
Kentucky
|
–
|
-$227K
|
-2,768
|
Closed
|
|
|
1955
|
Impact Capital Partners
Greenwood Village,
Colorado
|
–
|
-$227K
|
-2,765
|
Closed
|
|
|
1956
|
GK Wealth Management
Reno,
Nevada
|
–
|
-$226K
|
-2,753
|
Closed
|
|
|
1957
|
Hilton Capital Management
Garden City,
New York
|
–
|
-$220K
|
-2,684
|
Closed
|
|
|
1958
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$218K
|
-2,652
|
Closed
|
|
|
1959
|
Blue Barn Wealth
Orem,
Utah
|
–
|
-$216K
|
-2,630
|
Closed
|
|
|
1960
|
Mengis Capital Management
Portland,
Oregon
|
–
|
-$210K
|
-2,562
|
Closed
|
|
|
1961
|
EHP Funds Inc
Toronto,
Canada
|
–
|
-$205K
|
-2,495
|
Closed
|
|
|
1962
|
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
|
–
|
-$213K
|
-2,470
|
Closed
|
|
|
1963
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$202K
|
-2,465
|
Closed
|
|
|
1964
|
LongView Wealth Management
Atlanta,
Georgia
|
–
|
-$202K
|
-2,461
|
Closed
|
|
|
1965
|
Monolith Management
Hong Kong
|
–
|
-$197K
|
-2,400
|
Closed
|
|
|
1966
|
Rise Advisors
Rochester,
New York
|
–
|
-$170K
|
-2,069
|
Closed
|
|
|
1967
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$148K
|
-1,810
|
Closed
|
|
|
1968
|
FNY Investment Advisers
New York
|
–
|
-$136K
|
-1,659
|
Closed
|
|
|
1969
|
Mizuho Securities
Tokyo,
Japan
|
–
|
-$107K
|
-1,300
|
Closed
|
|
|
1970
|
Wexford Capital
West Palm Beach,
Florida
|
–
|
-$104K
|
-1,271
|
Closed
|
|
|
1971
|
Accordant Advisory Group
Annapolis,
Maryland
|
–
|
-$82K
|
-1,000
|
Closed
|
|
|
1972
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$82K
|
-1,000
|
Closed
|
|
|
1973
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
–
|
-$71.1K
|
-867
|
Closed
|
|
|
1974
|
Main Street Group
Glen Allen,
Virginia
|
–
|
-$69K
|
-841
|
Closed
|
|
|
1975
|
Stance Capital
Boston,
Massachusetts
|
–
|
-$48.2K
|
-588
|
Closed
|
|
