|
1951
|
Davies Financial Advisors
Murrieta,
California
|
–
|
-$687K
|
-7,797
|
Closed
|
|
|
1952
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$680K
|
-7,716
|
Closed
|
|
|
1953
|
Net Worth Advisory Group
Sandy,
Utah
|
–
|
-$658K
|
-7,460
|
Closed
|
|
|
1954
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
–
|
-$639K
|
-7,252
|
Closed
|
|
|
1955
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$617K
|
-6,997
|
Closed
|
|
|
1956
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$581K
|
-6,588
|
Closed
|
|
|
1957
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
–
|
-$567K
|
-6,429
|
Closed
|
|
|
1958
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$547K
|
-6,356
|
Closed
|
|
|
1959
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$559K
|
-6,345
|
Closed
|
|
|
1960
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$556K
|
-6,307
|
Closed
|
|
|
1961
|
Denver Wealth Management
Denver,
Colorado
|
–
|
-$538K
|
-6,104
|
Closed
|
|
|
1962
|
Farmers & Merchants Trust Company
Long Beach,
California
|
–
|
-$533K
|
-6,048
|
Closed
|
|
|
1963
|
Financial Futures
Brielle,
New Jersey
|
–
|
-$521K
|
-5,906
|
Closed
|
|
|
1964
|
Baker Boyer National Bank
Walla Walla,
Washington
|
–
|
-$520K
|
-5,895
|
Closed
|
|
|
1965
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$506K
|
-5,744
|
Closed
|
|
|
1966
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$485K
|
-5,498
|
Closed
|
|
|
1967
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$408K
|
-4,624
|
Closed
|
|
|
1968
|
Belvedere Trading
Chicago,
Illinois
|
–
|
-$402K
|
-4,562
|
Closed
|
|
|
1969
|
Tred Avon Family Wealth
Easton,
Maryland
|
–
|
-$374K
|
-4,240
|
Closed
|
|
|
1970
|
Zacks Investment Management
Chicago,
Illinois
|
–
|
-$351K
|
-3,980
|
Closed
|
|
|
1971
|
Briggs Wealth Management
Glastonbury,
Connecticut
|
–
|
-$350K
|
-3,965
|
Closed
|
|
|
1972
|
4Wealth Advisors
Burr Ridge,
Illinois
|
–
|
-$323K
|
-3,799
|
Closed
|
|
|
1973
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
–
|
-$333K
|
-3,776
|
Closed
|
|
|
1974
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$322K
|
-3,648
|
Closed
|
|
|
1975
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$313K
|
-3,552
|
Closed
|
|
