|
1951
|
Trevian Wealth Management
Weston,
Massachusetts
|
–
|
-$2.56M
|
-63,317
|
Closed
|
|
|
1952
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
–
|
-$1.97M
|
-48,724
|
Closed
|
|
|
1953
|
Financial & Tax Architects
St Louis,
Missouri
|
–
|
-$1.81M
|
-44,850
|
Closed
|
|
|
1954
|
Activest Wealth Management
Aventure,
Florida
|
–
|
-$1.8M
|
-44,322
|
Closed
|
|
|
1955
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$1.76M
|
-43,478
|
Closed
|
|
|
1956
|
Jump Financial
Chicago,
Illinois
|
–
|
-$1.5M
|
-37,084
|
Closed
|
|
|
1957
|
Iconiq Capital
San Francisco,
California
|
–
|
-$1.26M
|
-31,168
|
Closed
|
|
|
1958
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
–
|
-$1.47M
|
-28,819
|
Closed
|
|
|
1959
|
Tilson Financial Group
New Providence,
New Jersey
|
–
|
-$981K
|
-24,295
|
Closed
|
|
|
1960
|
Greenspring Advisors
Towson,
Maryland
|
–
|
-$909K
|
-22,492
|
Closed
|
|
|
1961
|
Parcion Private Wealth
Bellevue,
Washington
|
–
|
-$908K
|
-22,472
|
Closed
|
|
|
1962
|
Cavalier Investments
Alpharetta,
Georgia
|
–
|
-$852K
|
-21,092
|
Closed
|
|
|
1963
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$813K
|
-20,213
|
Closed
|
|
|
1964
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$810K
|
-20,038
|
Closed
|
|
|
1965
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
–
|
-$775K
|
-19,189
|
Closed
|
|
|
1966
|
Fund Evaluation Group
Cincinnati,
Ohio
|
–
|
-$750K
|
-18,563
|
Closed
|
|
|
1967
|
GSA Capital Partners
London,
United Kingdom
|
–
|
-$734K
|
-18,164
|
Closed
|
|
|
1968
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
–
|
-$729K
|
-18,045
|
Closed
|
|
|
1969
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
–
|
-$662K
|
-16,376
|
Closed
|
|
|
1970
|
Mills Wealth Advisors
Southlake,
Texas
|
–
|
-$534K
|
-13,226
|
Closed
|
|
|
1971
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$464K
|
-11,494
|
Closed
|
|
|
1972
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$455K
|
-11,266
|
Closed
|
|
|
1973
|
Monument Capital Management
Alexandria,
Virginia
|
–
|
-$438K
|
-10,829
|
Closed
|
|
|
1974
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
–
|
-$429K
|
-10,622
|
Closed
|
|
|
1975
|
Capital Fund Management (CFM)
Paris,
France
|
–
|
-$425K
|
-10,512
|
Closed
|
|
