|
1951
|
Heritage Wealth Partners
Dublin,
Ohio
|
–
|
-$286K
|
-5,705
|
Closed
|
|
|
1952
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$271K
|
-5,605
|
Closed
|
|
|
1953
|
Anson Capital
Tyrone,
Georgia
|
–
|
-$250K
|
-5,175
|
Closed
|
|
|
1954
|
Victory Capital Management
San Antonio,
Texas
|
–
|
-$243K
|
-5,025
|
Closed
|
|
|
1955
|
Redmont Wealth Advisors
Chicago,
Illinois
|
–
|
-$242K
|
-5,000
|
Closed
|
|
|
1956
|
Morton Capital Management
Calabasas,
California
|
–
|
-$241K
|
-4,985
|
Closed
|
|
|
1957
|
Unique Wealth
Clearwater,
Florida
|
–
|
-$240K
|
-4,970
|
Closed
|
|
|
1958
|
JFG Wealth Management
Denver,
Colorado
|
–
|
-$238K
|
-4,925
|
Closed
|
|
|
1959
|
EPIQ Partners
Minneapolis,
Minnesota
|
–
|
-$238K
|
-4,920
|
Closed
|
|
|
1960
|
Regimen Wealth
Atlanta,
Georgia
|
–
|
-$238K
|
-4,915
|
Closed
|
|
|
1961
|
Aire Advisors
Beverly Hills,
California
|
–
|
-$232K
|
-4,800
|
Closed
|
|
|
1962
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
–
|
-$227K
|
-4,690
|
Closed
|
|
|
1963
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
–
|
-$223K
|
-4,615
|
Closed
|
|
|
1964
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
–
|
-$219K
|
-4,525
|
Closed
|
|
|
1965
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$219K
|
-4,525
|
Closed
|
|
|
1966
|
Psagot Value Holdings
Tel Aviv,
Israel
|
–
|
-$213K
|
-4,400
|
Closed
|
|
|
1967
|
Darrow Company
Needham,
Massachusetts
|
–
|
-$210K
|
-4,345
|
Closed
|
|
|
1968
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
–
|
-$214K
|
-4,310
|
Closed
|
|
|
1969
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
–
|
-$209K
|
-4,310
|
Closed
|
|
|
1970
|
|
–
|
-$208K
|
-4,305
|
Closed
|
|
|
1971
|
Navalign LLC
Encino,
California
|
–
|
-$207K
|
-4,270
|
Closed
|
|
|
1972
|
Chemistry Wealth Management
New York
|
–
|
-$206K
|
-4,250
|
Closed
|
|
|
1973
|
Resource Planning Group
Atlanta,
Georgia
|
–
|
-$204K
|
-4,210
|
Closed
|
|
|
1974
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$203K
|
-4,195
|
Closed
|
|
|
1975
|
Praetorian Wealth Management
Carmel,
California
|
–
|
-$201K
|
-4,155
|
Closed
|
|
