|
1926
|
The Family Firm
Bethesda,
Maryland
|
–
|
-$552K
|
-10,261
|
Closed
|
|
|
1927
|
|
–
|
-$545K
|
-10,141
|
Closed
|
|
|
1928
|
Element Pointe Advisors
Miami,
Florida
|
–
|
-$540K
|
-10,030
|
Closed
|
|
|
1929
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$538K
|
-10,007
|
Closed
|
|
|
1930
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$519K
|
-9,644
|
Closed
|
|
|
1931
|
SSI Investment Management
Los Angeles,
California
|
–
|
-$508K
|
-9,464
|
Closed
|
|
|
1932
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
–
|
-$491K
|
-9,126
|
Closed
|
|
|
1933
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$483K
|
-8,970
|
Closed
|
|
|
1934
|
Insight 2811 Inc
Chicago,
Illinois
|
–
|
-$477K
|
-8,858
|
Closed
|
|
|
1935
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$476K
|
-8,846
|
Closed
|
|
|
1936
|
WMS Partners
Towson,
Maryland
|
–
|
-$473K
|
-8,791
|
Closed
|
|
|
1937
|
Formidable Asset Management
Cincinnati,
Ohio
|
–
|
-$420K
|
-8,561
|
Closed
|
|
|
1938
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
–
|
-$460K
|
-8,558
|
Closed
|
|
|
1939
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
–
|
-$459K
|
-8,539
|
Closed
|
|
|
1940
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$457K
|
-8,488
|
Closed
|
|
|
1941
|
Norman Fields Gottscho Capital Management
New York
|
–
|
-$456K
|
-8,480
|
Closed
|
|
|
1942
|
British Steel Pension Fund
London,
United Kingdom
|
–
|
-$440K
|
-8,184
|
Closed
|
|
|
1943
|
Crabel Capital Management
Los Angeles,
California
|
–
|
-$440K
|
-8,175
|
Closed
|
|
|
1944
|
Oarsman Capital
Milwaukee,
Wisconsin
|
–
|
-$439K
|
-8,166
|
Closed
|
|
|
1945
|
Bell Bank
Fargo,
North Dakota
|
–
|
-$439K
|
-8,158
|
Closed
|
|
|
1946
|
Wellington Shields & Co
New York
|
–
|
-$430K
|
-7,997
|
Closed
|
|
|
1947
|
20/20 Capital Management
Costa Mesa,
California
|
–
|
-$378K
|
-7,877
|
Closed
|
|
|
1948
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$423K
|
-7,861
|
Closed
|
|
|
1949
|
First American Trust
Santa Ana,
California
|
–
|
-$420K
|
-7,813
|
Closed
|
|
|
1950
|
Wedge Capital Management
Charlotte,
North Carolina
|
–
|
-$420K
|
-7,804
|
Closed
|
|
