|
1951
|
Elevated Financial Group
Indianapolis,
Indiana
|
–
|
-$345K
|
-6,993
|
Closed
|
|
|
1952
|
Rollins Financial Advisors
New York City,
New York
|
–
|
-$335K
|
-6,785
|
Closed
|
|
|
1953
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$334K
|
-6,760
|
Closed
|
|
|
1954
|
Bienville Capital Management
New York
|
–
|
-$318K
|
-6,446
|
Closed
|
|
|
1955
|
Macro Advisors
York,
Pennsylvania
|
–
|
-$310K
|
-6,288
|
Closed
|
|
|
1956
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$306K
|
-6,208
|
Closed
|
|
|
1957
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$294K
|
-5,962
|
Closed
|
|
|
1958
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$284K
|
-5,753
|
Closed
|
|
|
1959
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$270K
|
-5,469
|
Closed
|
|
|
1960
|
Seelaus Asset Management
Chatham,
New Jersey
|
–
|
-$266K
|
-5,394
|
Closed
|
|
|
1961
|
Huntleigh Advisors
St. Louis,
Missouri
|
–
|
-$263K
|
-5,333
|
Closed
|
|
|
1962
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
–
|
-$260K
|
-5,266
|
Closed
|
|
|
1963
|
Smith Asset Management
Chiefland,
Florida
|
–
|
-$234K
|
-4,742
|
Closed
|
|
|
1964
|
Quartz Partners
Saratoga Springs,
New York
|
–
|
-$229K
|
-4,630
|
Closed
|
|
|
1965
|
Archer Investment Management
Austin,
Texas
|
–
|
-$223K
|
-4,525
|
Closed
|
|
|
1966
|
CAP Partners LLC
Franklin,
Tennessee
|
–
|
-$222K
|
-4,501
|
Closed
|
|
|
1967
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
–
|
-$222K
|
-4,489
|
Closed
|
|
|
1968
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
–
|
-$220K
|
-4,471
|
Closed
|
|
|
1969
|
Bank of Stockton
Stockton,
California
|
–
|
-$217K
|
-4,405
|
Closed
|
|
|
1970
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$215K
|
-4,347
|
Closed
|
|
|
1971
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$214K
|
-4,331
|
Closed
|
|
|
1972
|
Cottage Street Advisors
Marion,
Massachusetts
|
–
|
-$213K
|
-4,315
|
Closed
|
|
|
1973
|
Canopy Partners
Cincinnati,
Ohio
|
–
|
-$213K
|
-4,311
|
Closed
|
|
|
1974
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
–
|
-$212K
|
-4,285
|
Closed
|
|
|
1975
|
Insight Wealth Strategies
San Ramon,
California
|
–
|
-$210K
|
-4,263
|
Closed
|
|
