|
1951
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$326K
|
-5,945
|
Closed
|
|
|
1952
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$308K
|
-5,610
|
Closed
|
|
|
1953
|
Transatlantique Private Wealth
New York
|
–
|
-$307K
|
-5,598
|
Closed
|
|
|
1954
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$299K
|
-5,445
|
Closed
|
|
|
1955
|
Seaview Investment Managers
Miami,
Florida
|
–
|
-$295K
|
-5,372
|
Closed
|
|
|
1956
|
MRA Advisory Group
Parsippany,
New Jersey
|
–
|
-$283K
|
-5,158
|
Closed
|
|
|
1957
|
Balentine LLC
Atlanta,
Georgia
|
–
|
-$282K
|
-5,140
|
Closed
|
|
|
1958
|
StrongBox Wealth
Lee's Summit,
Missouri
|
–
|
-$262K
|
-4,774
|
Closed
|
|
|
1959
|
Violich Capital Management
San Francisco,
California
|
–
|
-$249K
|
-4,530
|
Closed
|
|
|
1960
|
Peterson Wealth Management
Sparks,
Nevada
|
–
|
-$245K
|
-4,463
|
Closed
|
|
|
1961
|
Cable Hill Partners
Portland,
Oregon
|
–
|
-$234K
|
-4,257
|
Closed
|
|
|
1962
|
Prosperity Wealth Management
San Ramon,
California
|
–
|
-$226K
|
-4,125
|
Closed
|
|
|
1963
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
–
|
-$225K
|
-4,099
|
Closed
|
|
|
1964
|
Dynamic Technology Lab
Singapore
|
–
|
-$224K
|
-4,078
|
Closed
|
|
|
1965
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$221K
|
-4,029
|
Closed
|
|
|
1966
|
|
–
|
-$214K
|
-3,891
|
Closed
|
|
|
1967
|
Trellis Advisors
Ellensburg,
Washington
|
–
|
-$211K
|
-3,851
|
Closed
|
|
|
1968
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$209K
|
-3,814
|
Closed
|
|
|
1969
|
Fortem Financial Group
Palm Desert,
California
|
–
|
-$209K
|
-3,800
|
Closed
|
|
|
1970
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
–
|
-$207K
|
-3,775
|
Closed
|
|
|
1971
|
Asahi Life Asset Management
Tokyo,
Japan
|
–
|
-$160K
|
-2,910
|
Closed
|
|
|
1972
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$106K
|
-1,931
|
Closed
|
|
|
1973
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$98.4K
|
-1,793
|
Closed
|
|
|
1974
|
Summit Securities Group
New York
|
–
|
-$86.6K
|
-1,500
|
Closed
|
|
|
1975
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$65.2K
|
-1,188
|
Closed
|
|
