|
1951
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
–
|
-$573K
|
-13,141
|
Closed
|
|
|
1952
|
Madison Asset Management
Madison,
Wisconsin
|
–
|
-$549K
|
-12,581
|
Closed
|
|
|
1953
|
Rational Advisors
Huntington,
New York
|
–
|
-$542K
|
-12,420
|
Closed
|
|
|
1954
|
|
–
|
-$527K
|
-11,889
|
Closed
|
|
|
1955
|
Alethea Capital Management
Mercer Island,
Washington
|
–
|
-$501K
|
-11,487
|
Closed
|
|
|
1956
|
ClearBridge Investments
New York
|
–
|
-$481K
|
-11,036
|
Closed
|
|
|
1957
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
–
|
-$463K
|
-10,610
|
Closed
|
|
|
1958
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$446K
|
-10,226
|
Closed
|
|
|
1959
|
Total Investment Management
Scottsdale,
Arizona
|
–
|
-$446K
|
-10,219
|
Closed
|
|
|
1960
|
Hartline Investment Corp
Winnetka,
Illinois
|
–
|
-$444K
|
-10,184
|
Closed
|
|
|
1961
|
Qsemble Capital Management
New York
|
–
|
-$443K
|
-10,154
|
Closed
|
|
|
1962
|
Asset Allocation Strategies
Farmington,
Michigan
|
–
|
-$399K
|
-9,146
|
Closed
|
|
|
1963
|
Eagle Strategies
New York
|
–
|
-$389K
|
-8,917
|
Closed
|
|
|
1964
|
FourThought Financial Partners
Venice,
Florida
|
–
|
-$364K
|
-8,346
|
Closed
|
|
|
1965
|
IMS Capital Management
Portland,
Oregon
|
–
|
-$352K
|
-8,069
|
Closed
|
|
|
1966
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$353K
|
-7,915
|
Closed
|
|
|
1967
|
Citizens Business Bank
Ontario,
California
|
–
|
-$318K
|
-7,285
|
Closed
|
|
|
1968
|
Valmark Advisers
Akron,
Ohio
|
–
|
-$315K
|
-7,224
|
Closed
|
|
|
1969
|
Telos Capital Management
San Diego,
California
|
–
|
-$297K
|
-6,820
|
Closed
|
|
|
1970
|
Clarus Group
Houston,
Texas
|
–
|
-$277K
|
-6,357
|
Closed
|
|
|
1971
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
–
|
-$272K
|
-6,246
|
Closed
|
|
|
1972
|
Accuvest Global Advisors
Provo,
Utah
|
–
|
-$267K
|
-6,116
|
Closed
|
|
|
1973
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
–
|
-$266K
|
-6,095
|
Closed
|
|
|
1974
|
Physicians Financial Services
Raleigh,
North Carolina
|
–
|
-$265K
|
-6,079
|
Closed
|
|
|
1975
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$265K
|
-6,070
|
Closed
|
|
