|
1951
|
GYL Financial Synergies
West Hartford,
Connecticut
|
–
|
-$468K
|
-3,465
|
Closed
|
|
|
1952
|
Windsor Creek Advisors
Bethel,
Vermont
|
–
|
-$432K
|
-3,200
|
Closed
|
|
|
1953
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$394K
|
-2,911
|
Closed
|
|
|
1954
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
–
|
-$378K
|
-2,800
|
Closed
|
|
|
1955
|
Summit Securities Group
New York
|
–
|
-$324K
|
-2,400
|
Closed
|
|
|
1956
|
One Capital Management
Westlake Village,
California
|
–
|
-$323K
|
-2,389
|
Closed
|
|
|
1957
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
–
|
-$292K
|
-2,164
|
Closed
|
|
|
1958
|
Peak Asset Management
Louisville,
Colorado
|
–
|
-$289K
|
-2,142
|
Closed
|
|
|
1959
|
tru Independence
Portland,
Oregon
|
–
|
-$280K
|
-2,075
|
Closed
|
|
|
1960
|
Parkside Investments
Deerfield,
Illinois
|
–
|
-$270K
|
-2,000
|
Closed
|
|
|
1961
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
–
|
-$270K
|
-1,998
|
Closed
|
|
|
1962
|
Professional Planning
Thousand Oaks,
California
|
–
|
-$270K
|
-1,998
|
Closed
|
|
|
1963
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$260K
|
-1,924
|
Closed
|
|
|
1964
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
–
|
-$243K
|
-1,800
|
Closed
|
|
|
1965
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$231K
|
-1,708
|
Closed
|
|
|
1966
|
Members Trust
Tampa,
Florida
|
–
|
-$228K
|
-1,691
|
Closed
|
|
|
1967
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
–
|
-$228K
|
-1,689
|
Closed
|
|
|
1968
|
Axiom Financial Strategies
New Albany,
Indiana
|
–
|
-$220K
|
-1,627
|
Closed
|
|
|
1969
|
DeDora Capital
Napa,
California
|
–
|
-$216K
|
-1,599
|
Closed
|
|
|
1970
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
–
|
-$205K
|
-1,520
|
Closed
|
|
|
1971
|
DeepCurrents Investment Group
New York
|
–
|
-$205K
|
-1,514
|
Closed
|
|
|
1972
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$201K
|
-1,389
|
Closed
|
|
|
1973
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$118K
|
-872
|
Closed
|
|
|
1974
|
Engrave Wealth Partners
The Woodlands,
Texas
|
–
|
-$116K
|
-864
|
Closed
|
|
|
1975
|
|
–
|
-$84K
|
-623
|
Closed
|
|
