|
1926
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
–
|
-$430K
|
-1,742
|
Closed
|
|
|
1927
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
–
|
-$430K
|
-1,740
|
Closed
|
|
|
1928
|
Symphony Financial
Houston,
Texas
|
–
|
-$411K
|
-1,676
|
Closed
|
|
|
1929
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
–
|
-$399K
|
-1,617
|
Closed
|
|
|
1930
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$392K
|
-1,587
|
Closed
|
|
|
1931
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$384K
|
-1,556
|
Closed
|
|
|
1932
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$359K
|
-1,454
|
Closed
|
|
|
1933
|
LVW Advisors
Pittsford,
New York
|
–
|
-$355K
|
-1,439
|
Closed
|
|
|
1934
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
–
|
-$338K
|
-1,369
|
Closed
|
|
|
1935
|
Principal Street Partners
Memphis,
Tennessee
|
–
|
-$335K
|
-1,356
|
Closed
|
|
|
1936
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$334K
|
-1,354
|
Closed
|
|
|
1937
|
Bayforest Capital
London,
United Kingdom
|
–
|
-$330K
|
-1,335
|
Closed
|
|
|
1938
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$326K
|
-1,320
|
Closed
|
|
|
1939
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
–
|
-$321K
|
-1,299
|
Closed
|
|
|
1940
|
Westbourne Investments
Alexandria,
Virginia
|
–
|
-$258K
|
-1,250
|
Closed
|
|
|
1941
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$304K
|
-1,230
|
Closed
|
|
|
1942
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
–
|
-$300K
|
-1,213
|
Closed
|
|
|
1943
|
Evernest Financial Advisors
Carmel,
Indiana
|
–
|
-$297K
|
-1,202
|
Closed
|
|
|
1944
|
EHP Funds Inc
Toronto,
Canada
|
–
|
-$296K
|
-1,200
|
Closed
|
|
|
1945
|
RWWM Inc
Rocklin,
California
|
–
|
-$294K
|
-1,191
|
Closed
|
|
|
1946
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
–
|
-$292K
|
-1,182
|
Closed
|
|
|
1947
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
–
|
-$292K
|
-1,181
|
Closed
|
|
|
1948
|
Whalen Wealth Management
Las Vegas,
Nevada
|
–
|
-$286K
|
-1,160
|
Closed
|
|
|
1949
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$283K
|
-1,150
|
Closed
|
|
|
1950
|
SummitTX Capital
Fort Worth,
Texas
|
–
|
-$281K
|
-1,138
|
Closed
|
|
