|
1951
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$321K
|
-5,344
|
Closed
|
|
|
1952
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$368K
|
-5,328
|
Closed
|
|
|
1953
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$277K
|
-4,620
|
Closed
|
|
|
1954
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
–
|
-$311K
|
-4,384
|
Closed
|
|
|
1955
|
Echo Street Capital Management
New York
|
–
|
-$260K
|
-4,332
|
Closed
|
|
|
1956
|
TradeLink Capital
Chicago,
Illinois
|
–
|
-$250K
|
-4,160
|
Closed
|
|
|
1957
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$242K
|
-4,028
|
Closed
|
|
|
1958
|
Ballast Inc
Lexington,
Kentucky
|
–
|
-$240K
|
-4,000
|
Closed
|
|
|
1959
|
|
–
|
-$240K
|
-4,000
|
Closed
|
|
|
1960
|
Mizuho Securities USA
New York
|
–
|
-$240K
|
-3,992
|
Closed
|
|
|
1961
|
GQG Partners
Ft. Lauderdale,
Florida
|
–
|
-$234K
|
-3,900
|
Closed
|
|
|
1962
|
ETF Managers Group
Summit,
New Jersey
|
–
|
-$224K
|
-3,764
|
Closed
|
|
|
1963
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$225K
|
-3,756
|
Closed
|
|
|
1964
|
RBA Wealth Management
Newport Beach,
California
|
–
|
-$225K
|
-3,756
|
Closed
|
|
|
1965
|
ESL Trust Services
Rochester,
New York
|
–
|
-$218K
|
-3,628
|
Closed
|
|
|
1966
|
Squar Milner Financial Services
Irvine,
California
|
–
|
-$214K
|
-3,572
|
Closed
|
|
|
1967
|
Axiom Financial Strategies
New Albany,
Indiana
|
–
|
-$204K
|
-3,404
|
Closed
|
|
|
1968
|
Riggs Asset Management
Dallas,
Pennsylvania
|
–
|
-$201K
|
-3,348
|
Closed
|
|
|
1969
|
Cerebellum
San Francisco,
California
|
–
|
-$128K
|
-3,276
|
Closed
|
|
|
1970
|
Engrave Wealth Partners
The Woodlands,
Texas
|
–
|
-$184K
|
-3,072
|
Closed
|
|
|
1971
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$190K
|
-2,748
|
Closed
|
|
|
1972
|
CFM Wealth Partners
Austin,
Texas
|
–
|
-$162K
|
-2,700
|
Closed
|
|
|
1973
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$131K
|
-2,168
|
Closed
|
|
|
1974
|
Ovata Capital Management
Hong Kong
|
–
|
-$128K
|
-2,128
|
Closed
|
|
|
1975
|
Balentine LLC
Atlanta,
Georgia
|
–
|
-$77K
|
-1,284
|
Closed
|
|
