|
1951
|
LifeSteps Financial
Claremont,
California
|
–
|
-$229K
|
-598
|
Closed
|
|
|
1952
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
–
|
-$227K
|
-595
|
Closed
|
|
|
1953
|
ASB Consultores
Aventura,
Florida
|
–
|
-$225K
|
-587
|
Closed
|
|
|
1954
|
Bath Savings Trust
Bath,
Maine
|
–
|
-$224K
|
-585
|
Closed
|
|
|
1955
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
–
|
-$223K
|
-584
|
Closed
|
|
|
1956
|
Greenspring Advisors
Towson,
Maryland
|
–
|
-$221K
|
-578
|
Closed
|
|
|
1957
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$220K
|
-577
|
Closed
|
|
|
1958
|
Quad-Cities Investment Group
Davenport,
Iowa
|
–
|
-$220K
|
-576
|
Closed
|
|
|
1959
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$204K
|
-576
|
Closed
|
|
|
1960
|
Chicago Capital
Chicago,
Illinois
|
–
|
-$220K
|
-574
|
Closed
|
|
|
1961
|
TriaGen Wealth Management
Calabasas,
California
|
–
|
-$218K
|
-570
|
Closed
|
|
|
1962
|
Lyell Wealth Management
Menlo Park,
California
|
–
|
-$217K
|
-567
|
Closed
|
|
|
1963
|
Horizon Wealth Management
La Grange,
Illinois
|
–
|
-$215K
|
-561
|
Closed
|
|
|
1964
|
Carlson Capital Management
Northfield,
Minnesota
|
–
|
-$214K
|
-560
|
Closed
|
|
|
1965
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$214K
|
-558
|
Closed
|
|
|
1966
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
–
|
-$212K
|
-554
|
Closed
|
|
|
1967
|
Sunflower Bank
Dallas,
Texas
|
–
|
-$212K
|
-553
|
Closed
|
|
|
1968
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$210K
|
-550
|
Closed
|
|
|
1969
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$209K
|
-547
|
Closed
|
|
|
1970
|
Capital Financial Services
Clifton Park,
New York
|
–
|
-$209K
|
-546
|
Closed
|
|
|
1971
|
LVW Advisors
Pittsford,
New York
|
–
|
-$208K
|
-544
|
Closed
|
|
|
1972
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$207K
|
-542
|
Closed
|
|
|
1973
|
|
–
|
-$207K
|
-542
|
Closed
|
|
|
1974
|
Delphia (USA)
Toronto,
Ontario, Canada
|
–
|
-$207K
|
-540
|
Closed
|
|
|
1975
|
Susquehanna International Group (Ireland)
Dublin,
Ireland
|
–
|
-$207K
|
-540
|
Closed
|
|
