|
1951
|
WESPAC Advisors
Orinda,
California
|
–
|
-$274K
|
-2,381
|
Closed
|
|
|
1952
|
GHP Investment Advisors
Denver,
Colorado
|
–
|
-$271K
|
-2,359
|
Closed
|
|
|
1953
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$258K
|
-2,244
|
Closed
|
|
|
1954
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
–
|
-$245K
|
-2,132
|
Closed
|
|
|
1955
|
Kissinger Financial Services
Hunt Valley,
Maryland
|
–
|
-$245K
|
-2,125
|
Closed
|
|
|
1956
|
Summit Asset Management
Memphis,
Tennessee
|
–
|
-$228K
|
-1,979
|
Closed
|
|
|
1957
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$226K
|
-1,964
|
Closed
|
|
|
1958
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
–
|
-$227K
|
-1,962
|
Closed
|
|
|
1959
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$220K
|
-1,910
|
Closed
|
|
|
1960
|
Trillium Asset Management
Boston,
Massachusetts
|
–
|
-$216K
|
-1,880
|
Closed
|
|
|
1961
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$214K
|
-1,864
|
Closed
|
|
|
1962
|
TLP Group
Evanston,
Illinois
|
–
|
-$185K
|
-1,612
|
Closed
|
|
|
1963
|
Lenox Wealth Advisors
New York
|
–
|
-$148K
|
-1,290
|
Closed
|
|
|
1964
|
Empirical Finance
Havertown,
Pennsylvania
|
–
|
-$132K
|
-1,142
|
Closed
|
|
|
1965
|
EARNEST Partners
Atlanta,
Georgia
|
–
|
-$122K
|
-1,059
|
Closed
|
|
|
1966
|
Blueport Capital
Fort Worth,
Texas
|
–
|
-$116K
|
-1,007
|
Closed
|
|
|
1967
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
–
|
-$109K
|
-947
|
Closed
|
|
|
1968
|
Financial Advisors Network
Tustin,
California
|
–
|
-$97.5K
|
-743
|
Closed
|
|
|
1969
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
–
|
-$27.7K
|
-241
|
Closed
|
|
|
1970
|
Cascade Investment Advisors
Oregon City,
Oregon
|
–
|
-$17.3K
|
-150
|
Closed
|
|
|
1971
|
Monroe Bank & Trust
Monroe,
Michigan
|
–
|
-$15K
|
-127
|
Closed
|
|
|
1972
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$12K
|
-98
|
Closed
|
|
|
1973
|
Catalyst Capital Advisors
Huntington,
New York
|
–
|
-$5.61K
|
-42
|
Closed
|
|
|
1974
|
Delphi Private Advisors
San Diego,
California
|
–
|
-$3K
|
-29
|
Closed
|
|
|
1975
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
–
|
+$267
|
+2
|
New
|
|
