|
1951
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$391K
|
-9,600
|
Closed
|
|
|
1952
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
–
|
-$357K
|
-8,779
|
Closed
|
|
|
1953
|
Advisory Services & Investments
Bend,
Oregon
|
–
|
-$350K
|
-8,612
|
Closed
|
|
|
1954
|
HUB Investment Partners
Austin,
Texas
|
–
|
-$342K
|
-8,405
|
Closed
|
|
|
1955
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
–
|
-$330K
|
-8,122
|
Closed
|
|
|
1956
|
Selective Wealth Management
Forest,
Virginia
|
–
|
-$322K
|
-7,929
|
Closed
|
|
|
1957
|
AlphaQ Advisors
Winter Park,
Florida
|
–
|
-$311K
|
-7,646
|
Closed
|
|
|
1958
|
Marquette Asset Management
Minneapolis,
Minnesota
|
–
|
-$288K
|
-7,086
|
Closed
|
|
|
1959
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
–
|
-$283K
|
-6,950
|
Closed
|
|
|
1960
|
Stapp Wealth Management
Olympia,
Washington
|
–
|
-$282K
|
-6,930
|
Closed
|
|
|
1961
|
PGIM Custom Harvest
Newark,
New Jersey
|
–
|
-$281K
|
-6,912
|
Closed
|
|
|
1962
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
–
|
-$276K
|
-6,776
|
Closed
|
|
|
1963
|
Team Hewins
Redwood City,
California
|
–
|
-$264K
|
-6,489
|
Closed
|
|
|
1964
|
Freedom Day Solutions
Houston,
Texas
|
–
|
-$260K
|
-6,380
|
Closed
|
|
|
1965
|
Stratos Investment Management
Beachwood,
Ohio
|
–
|
-$259K
|
-6,358
|
Closed
|
|
|
1966
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
–
|
-$257K
|
-6,283
|
Closed
|
|
|
1967
|
Rede Wealth
Charlottesville,
Virginia
|
–
|
-$255K
|
-6,273
|
Closed
|
|
|
1968
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
–
|
-$249K
|
-6,130
|
Closed
|
|
|
1969
|
West Bancorporation
West Des Moines,
Iowa
|
–
|
-$246K
|
-6,055
|
Closed
|
|
|
1970
|
G&S Capital
Denver,
Colorado
|
–
|
-$245K
|
-6,027
|
Closed
|
|
|
1971
|
Alpine Woods Capital Investors
Purchase,
New York
|
–
|
-$244K
|
-6,000
|
Closed
|
|
|
1972
|
SMH Capital Advisors
Fort Worth,
Texas
|
–
|
-$238K
|
-5,848
|
Closed
|
|
|
1973
|
Biechele Royce Advisors
Fishers,
Indiana
|
–
|
-$238K
|
-5,833
|
Closed
|
|
|
1974
|
9258 Wealth Management
Blue Ash,
Ohio
|
–
|
-$230K
|
-5,655
|
Closed
|
|
|
1975
|
Corrigan Financial
Middletown,
Rhode Island
|
–
|
-$227K
|
-5,589
|
Closed
|
|
