|
1951
|
Smith Asset Management
Chiefland,
Florida
|
–
|
-$234K
|
-4,742
|
Closed
|
|
|
1952
|
Quartz Partners
Saratoga Springs,
New York
|
–
|
-$229K
|
-4,630
|
Closed
|
|
|
1953
|
Archer Investment Management
Austin,
Texas
|
–
|
-$223K
|
-4,525
|
Closed
|
|
|
1954
|
CAP Partners LLC
Franklin,
Tennessee
|
–
|
-$222K
|
-4,501
|
Closed
|
|
|
1955
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
–
|
-$222K
|
-4,489
|
Closed
|
|
|
1956
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
–
|
-$220K
|
-4,471
|
Closed
|
|
|
1957
|
Bank of Stockton
Stockton,
California
|
–
|
-$217K
|
-4,405
|
Closed
|
|
|
1958
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$215K
|
-4,347
|
Closed
|
|
|
1959
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$214K
|
-4,331
|
Closed
|
|
|
1960
|
Cottage Street Advisors
Marion,
Massachusetts
|
–
|
-$213K
|
-4,315
|
Closed
|
|
|
1961
|
Canopy Partners
Cincinnati,
Ohio
|
–
|
-$213K
|
-4,311
|
Closed
|
|
|
1962
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
–
|
-$212K
|
-4,285
|
Closed
|
|
|
1963
|
Insight Wealth Strategies
San Ramon,
California
|
–
|
-$210K
|
-4,263
|
Closed
|
|
|
1964
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$209K
|
-4,242
|
Closed
|
|
|
1965
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$205K
|
-4,147
|
Closed
|
|
|
1966
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
–
|
-$202K
|
-4,088
|
Closed
|
|
|
1967
|
Sierra Summit Advisors
Incline Village,
Nevada
|
–
|
-$200K
|
-4,060
|
Closed
|
|
|
1968
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$197K
|
-4,000
|
Closed
|
|
|
1969
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$184K
|
-3,718
|
Closed
|
|
|
1970
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$181K
|
-3,654
|
Closed
|
|
|
1971
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
–
|
-$172K
|
-3,484
|
Closed
|
|
|
1972
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$167K
|
-3,391
|
Closed
|
|
|
1973
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$158K
|
-3,206
|
Closed
|
|
|
1974
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$150K
|
-3,047
|
Closed
|
|
|
1975
|
Windsor Advisory Group
Columbus,
Ohio
|
–
|
-$131K
|
-2,645
|
Closed
|
|
