|
1951
|
Forefront Wealth Partners
Austin,
Texas
|
–
|
-$1.18M
|
-16,201
|
Closed
|
|
|
1952
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$1.14M
|
-15,646
|
Closed
|
|
|
1953
|
Capital & Planning LLC
Jonesboro,
Georgia
|
–
|
-$1.02M
|
-13,988
|
Closed
|
|
|
1954
|
TownSquare Capital
Provo,
Utah
|
–
|
-$980K
|
-13,461
|
Closed
|
|
|
1955
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$899K
|
-12,360
|
Closed
|
|
|
1956
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$731K
|
-10,045
|
Closed
|
|
|
1957
|
Clifford Swan Investment Counsel
Pasadena,
California
|
–
|
-$711K
|
-9,773
|
Closed
|
|
|
1958
|
Northstar Advisory Group
Northfield,
New Jersey
|
–
|
-$604K
|
-8,304
|
Closed
|
|
|
1959
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
–
|
-$596K
|
-8,188
|
Closed
|
|
|
1960
|
Moment Partners
San Francisco,
California
|
–
|
-$561K
|
-7,705
|
Closed
|
|
|
1961
|
Isthmus Partners
Madison,
Wisconsin
|
–
|
-$466K
|
-6,400
|
Closed
|
|
|
1962
|
Golden Road Advisors
Tampa,
Florida
|
–
|
-$364K
|
-5,000
|
Closed
|
|
|
1963
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$352K
|
-4,842
|
Closed
|
|
|
1964
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
–
|
-$336K
|
-4,622
|
Closed
|
|
|
1965
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
–
|
-$326K
|
-4,477
|
Closed
|
|
|
1966
|
First Financial Bankshares
Abilene,
Texas
|
–
|
-$316K
|
-4,348
|
Closed
|
|
|
1967
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
–
|
-$314K
|
-4,184
|
Closed
|
|
|
1968
|
Vaughan David Investments
Peoria,
Illinois
|
–
|
-$298K
|
-4,100
|
Closed
|
|
|
1969
|
Vista Capital Partners
Portland,
Oregon
|
–
|
-$290K
|
-3,983
|
Closed
|
|
|
1970
|
Balance Wealth
Delaware,
Ohio
|
–
|
-$263K
|
-3,610
|
Closed
|
|
|
1971
|
Elevated Capital Advisors
Sandy,
Utah
|
–
|
-$257K
|
-3,537
|
Closed
|
|
|
1972
|
Radnor Capital Management
Wayne,
Pennsylvania
|
–
|
-$256K
|
-3,520
|
Closed
|
|
|
1973
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$255K
|
-3,506
|
Closed
|
|
|
1974
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
–
|
-$254K
|
-3,497
|
Closed
|
|
|
1975
|
Significant Wealth Partners
Cary,
Illinois
|
–
|
-$249K
|
-3,427
|
Closed
|
|
