|
1926
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
–
|
-$531K
|
-10,746
|
Closed
|
|
|
1927
|
McDaniel Terry & Co
Austin,
Texas
|
–
|
-$512K
|
-10,349
|
Closed
|
|
|
1928
|
Hamilton Wealth
Encino,
California
|
–
|
-$499K
|
-10,095
|
Closed
|
|
|
1929
|
Triumph Capital Management
Denver,
Colorado
|
–
|
-$485K
|
-9,856
|
Closed
|
|
|
1930
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$480K
|
-9,714
|
Closed
|
|
|
1931
|
Elk River Wealth Management
Denver,
Colorado
|
–
|
-$440K
|
-8,901
|
Closed
|
|
|
1932
|
VanEck Associates
New York
|
–
|
-$412K
|
-8,335
|
Closed
|
|
|
1933
|
GW&K Investment Management
Boston,
Massachusetts
|
–
|
-$371K
|
-7,510
|
Closed
|
|
|
1934
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$355K
|
-7,175
|
Closed
|
|
|
1935
|
Lyell Wealth Management
Menlo Park,
California
|
–
|
-$339K
|
-6,853
|
Closed
|
|
|
1936
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
–
|
-$330K
|
-6,672
|
Closed
|
|
|
1937
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
–
|
-$329K
|
-6,652
|
Closed
|
|
|
1938
|
Blodgett Wealth Advisors
Concord,
California
|
–
|
-$325K
|
-6,576
|
Closed
|
|
|
1939
|
St. James Investment Advisors
Port Jefferson,
New York
|
–
|
-$285K
|
-5,771
|
Closed
|
|
|
1940
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$289K
|
-5,667
|
Closed
|
|
|
1941
|
Hudson Valley Investment Advisors
Goshen,
New York
|
–
|
-$277K
|
-5,605
|
Closed
|
|
|
1942
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
–
|
-$270K
|
-5,456
|
Closed
|
|
|
1943
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
–
|
-$261K
|
-5,280
|
Closed
|
|
|
1944
|
|
–
|
-$259K
|
-5,228
|
Closed
|
|
|
1945
|
Avity Investment Management
Greenwich,
Connecticut
|
–
|
-$257K
|
-5,187
|
Closed
|
|
|
1946
|
Confluence Investment Management
St. Louis,
Missouri
|
–
|
-$252K
|
-5,091
|
Closed
|
|
|
1947
|
Maxele Advisors
Webster Groves,
Missouri
|
–
|
-$249K
|
-5,041
|
Closed
|
|
|
1948
|
Source Financial Advisors
New York
|
–
|
-$246K
|
-4,972
|
Closed
|
|
|
1949
|
Independent Wealth Network
Urbandale,
Iowa
|
–
|
-$246K
|
-4,971
|
Closed
|
|
|
1950
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$242K
|
-4,898
|
Closed
|
|
