|
1951
|
|
–
|
-$1.05M
|
-23,181
|
Closed
|
|
|
1952
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$833K
|
-18,435
|
Closed
|
|
|
1953
|
ML&R Wealth Management
Austin,
Texas
|
–
|
-$822K
|
-18,187
|
Closed
|
|
|
1954
|
CPR Investments
Rochester,
Michigan
|
–
|
-$550K
|
-14,981
|
Closed
|
|
|
1955
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$645K
|
-14,269
|
Closed
|
|
|
1956
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$582K
|
-12,890
|
Closed
|
|
|
1957
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
–
|
-$462K
|
-10,230
|
Closed
|
|
|
1958
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$422K
|
-9,349
|
Closed
|
|
|
1959
|
Wambolt & Associates
Littleton,
Colorado
|
–
|
-$426K
|
-9,346
|
Closed
|
|
|
1960
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
–
|
-$411K
|
-9,093
|
Closed
|
|
|
1961
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
–
|
-$362K
|
-8,017
|
Closed
|
|
|
1962
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$332K
|
-7,358
|
Closed
|
|
|
1963
|
Main Street Research
Lakeville,
Connecticut
|
–
|
-$305K
|
-6,755
|
Closed
|
|
|
1964
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
–
|
-$250K
|
-5,540
|
Closed
|
|
|
1965
|
Madison Asset Management
Madison,
Wisconsin
|
–
|
-$248K
|
-5,494
|
Closed
|
|
|
1966
|
Sonora Investment Management Group
Tucson,
Arizona
|
–
|
-$246K
|
-5,453
|
Closed
|
|
|
1967
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
–
|
-$243K
|
-5,374
|
Closed
|
|
|
1968
|
Mystic Asset Management
Warwick,
Rhode Island
|
–
|
-$240K
|
-5,315
|
Closed
|
|
|
1969
|
Prosperity Wealth Management
San Ramon,
California
|
–
|
-$231K
|
-5,107
|
Closed
|
|
|
1970
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
–
|
-$228K
|
-5,051
|
Closed
|
|
|
1971
|
Iams Wealth Management
Omaha,
Nebraska
|
–
|
-$229K
|
-4,968
|
Closed
|
|
|
1972
|
Harper Investing
Santa Clara,
California
|
–
|
-$217K
|
-4,806
|
Closed
|
|
|
1973
|
Mason Investment Advisory Services
Reston,
Virginia
|
–
|
-$215K
|
-4,767
|
Closed
|
|
|
1974
|
Traynor Capital Management
Malvern,
Pennsylvania
|
–
|
-$211K
|
-4,665
|
Closed
|
|
|
1975
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$209K
|
-4,621
|
Closed
|
|
