|
1951
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
–
|
-$473K
|
-12,147
|
Closed
|
|
|
1952
|
NCM Capital Management
Ramsey,
New Jersey
|
–
|
-$466K
|
-11,963
|
Closed
|
|
|
1953
|
Millennium Management
New York
|
–
|
-$451K
|
-11,580
|
Closed
|
|
|
1954
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$399K
|
-10,234
|
Closed
|
|
|
1955
|
Calton & Associates
Tampa,
Florida
|
–
|
-$389K
|
-9,992
|
Closed
|
|
|
1956
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
–
|
-$387K
|
-9,925
|
Closed
|
|
|
1957
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$367K
|
-9,425
|
Closed
|
|
|
1958
|
Astoria Portfolio Advisors
New York
|
–
|
-$364K
|
-8,567
|
Closed
|
|
|
1959
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
–
|
-$264K
|
-6,768
|
Closed
|
|
|
1960
|
Sensible Money
Scottsdale,
Arizona
|
–
|
-$256K
|
-6,574
|
Closed
|
|
|
1961
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
–
|
-$256K
|
-6,567
|
Closed
|
|
|
1962
|
Orcam Financial Group
Encinitas,
California
|
–
|
-$244K
|
-6,269
|
Closed
|
|
|
1963
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$244K
|
-6,261
|
Closed
|
|
|
1964
|
CCG Wealth Management
San Diego,
California
|
–
|
-$242K
|
-6,210
|
Closed
|
|
|
1965
|
Confluence Investment Management
St. Louis,
Missouri
|
–
|
-$230K
|
-5,909
|
Closed
|
|
|
1966
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$229K
|
-5,880
|
Closed
|
|
|
1967
|
GM Advisory Group
Melville,
New York
|
–
|
-$221K
|
-5,663
|
Closed
|
|
|
1968
|
Harper Investing
Santa Clara,
California
|
–
|
-$220K
|
-5,632
|
Closed
|
|
|
1969
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
–
|
-$218K
|
-5,596
|
Closed
|
|
|
1970
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
–
|
-$208K
|
-5,329
|
Closed
|
|
|
1971
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
–
|
-$207K
|
-5,316
|
Closed
|
|
|
1972
|
Howard Financial Services
Dallas,
Texas
|
–
|
-$206K
|
-5,275
|
Closed
|
|
|
1973
|
Zullo Investment Group
Scranton,
Pennsylvania
|
–
|
-$189K
|
-4,848
|
Closed
|
|
|
1974
|
INVST
Indianapolis,
Indiana
|
–
|
-$204K
|
-4,831
|
Closed
|
|
|
1975
|
Mill Capital Management
Concord,
North Carolina
|
–
|
-$172K
|
-4,400
|
Closed
|
|
