|
1951
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$485K
|
-5,498
|
Closed
|
|
|
1952
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$408K
|
-4,624
|
Closed
|
|
|
1953
|
Belvedere Trading
Chicago,
Illinois
|
–
|
-$402K
|
-4,562
|
Closed
|
|
|
1954
|
Tred Avon Family Wealth
Easton,
Maryland
|
–
|
-$374K
|
-4,240
|
Closed
|
|
|
1955
|
Zacks Investment Management
Chicago,
Illinois
|
–
|
-$351K
|
-3,980
|
Closed
|
|
|
1956
|
Briggs Wealth Management
Glastonbury,
Connecticut
|
–
|
-$350K
|
-3,965
|
Closed
|
|
|
1957
|
4Wealth Advisors
Burr Ridge,
Illinois
|
–
|
-$323K
|
-3,799
|
Closed
|
|
|
1958
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
–
|
-$333K
|
-3,776
|
Closed
|
|
|
1959
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$322K
|
-3,648
|
Closed
|
|
|
1960
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$313K
|
-3,552
|
Closed
|
|
|
1961
|
Blue Capital Inc
Omaha,
Nebraska
|
–
|
-$309K
|
-3,510
|
Closed
|
|
|
1962
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$307K
|
-3,480
|
Closed
|
|
|
1963
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$307K
|
-3,477
|
Closed
|
|
|
1964
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
–
|
-$305K
|
-3,462
|
Closed
|
|
|
1965
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
–
|
-$218K
|
-3,385
|
Closed
|
|
|
1966
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
–
|
-$291K
|
-3,303
|
Closed
|
|
|
1967
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
–
|
-$286K
|
-3,245
|
Closed
|
|
|
1968
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
–
|
-$282K
|
-3,196
|
Closed
|
|
|
1969
|
Willis Johnson & Associates
Houston,
Texas
|
–
|
-$277K
|
-3,140
|
Closed
|
|
|
1970
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$268K
|
-3,036
|
Closed
|
|
|
1971
|
BOS Asset Management
Springfield,
Illinois
|
–
|
-$265K
|
-3,009
|
Closed
|
|
|
1972
|
Capital Advantage
Walnut Creek,
California
|
–
|
-$264K
|
-2,993
|
Closed
|
|
|
1973
|
SG Americas Securities
New York
|
–
|
-$259K
|
-2,935
|
Closed
|
|
|
1974
|
Ruggiero Investments
West Palm Beach,
Florida
|
–
|
-$258K
|
-2,928
|
Closed
|
|
|
1975
|
Central Valley Advisors
Sacramento,
California
|
–
|
-$251K
|
-2,850
|
Closed
|
|
