|
1951
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$442K
|
-8,848
|
Closed
|
|
|
1952
|
Bison Wealth
Atlanta,
Georgia
|
–
|
-$442K
|
-8,837
|
Closed
|
|
|
1953
|
WMS Partners
Towson,
Maryland
|
–
|
-$414K
|
-8,271
|
Closed
|
|
|
1954
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
–
|
-$395K
|
-7,895
|
Closed
|
|
|
1955
|
First American Trust
Santa Ana,
California
|
–
|
-$349K
|
-6,977
|
Closed
|
|
|
1956
|
INVST
Indianapolis,
Indiana
|
–
|
-$342K
|
-6,829
|
Closed
|
|
|
1957
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
–
|
-$334K
|
-6,674
|
Closed
|
|
|
1958
|
Jump Financial
Chicago,
Illinois
|
–
|
-$327K
|
-6,543
|
Closed
|
|
|
1959
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
–
|
-$322K
|
-6,438
|
Closed
|
|
|
1960
|
Northeast Financial Consultants
Westport,
Connecticut
|
–
|
-$318K
|
-6,358
|
Closed
|
|
|
1961
|
Arlington Capital Management
Arlington Heights,
Illinois
|
–
|
-$306K
|
-6,127
|
Closed
|
|
|
1962
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
–
|
-$290K
|
-5,792
|
Closed
|
|
|
1963
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
–
|
-$259K
|
-5,183
|
Closed
|
|
|
1964
|
GM Advisory Group
Melville,
New York
|
–
|
-$230K
|
-4,600
|
Closed
|
|
|
1965
|
Bath Savings Trust
Bath,
Maine
|
–
|
-$226K
|
-4,511
|
Closed
|
|
|
1966
|
Cooper/Haims Advisors
Victor,
New York
|
–
|
-$244K
|
-4,495
|
Closed
|
|
|
1967
|
Sentinel Trust
Houston,
Texas
|
–
|
-$223K
|
-4,469
|
Closed
|
|
|
1968
|
Kelleher Financial Advisors
New York
|
–
|
-$209K
|
-4,184
|
Closed
|
|
|
1969
|
Westshore Wealth
Newport Beach,
California
|
–
|
-$207K
|
-4,149
|
Closed
|
|
|
1970
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
–
|
-$201K
|
-4,023
|
Closed
|
|
|
1971
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$201K
|
-4,020
|
Closed
|
|
|
1972
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
–
|
-$200K
|
-4,000
|
Closed
|
|
|
1973
|
QP Wealth Management
Eatontown,
New Jersey
|
–
|
-$200K
|
-4,000
|
Closed
|
|
|
1974
|
Kowal Investment Group
Brookfield,
Wisconsin
|
–
|
-$170K
|
-3,400
|
Closed
|
|
|
1975
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
–
|
-$166K
|
-3,320
|
Closed
|
|
