|
1951
|
IFS Advisors
Overland Park,
Kansas
|
$3.29K
|
–
|
–
|
–
|
|
|
1952
|
Atwood & Palmer
Kansas City,
Missouri
|
$3.12K
|
–
|
–
|
–
|
|
|
1953
|
DecisionPoint Financial
Mesa,
Arizona
|
$3.01K
|
-$266
|
-5
|
-8%
|
|
|
1954
|
Winthrop Capital Management
Carmel,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
1955
|
Abound Wealth Management
Franklin,
Tennessee
|
$2.46K
|
-$15.6K
|
-292
|
-87%
|
|
|
1956
|
Gilpin Wealth Management
Denver,
Colorado
|
$2.41K
|
+$2.35K
|
+44
|
New
|
|
|
1957
|
POM Investment Strategies
Raleigh,
North Carolina
|
$2.22K
|
+$53
|
+1
|
+3%
|
|
|
1958
|
Essential Partners
Rancho Santa Fe,
California
|
$2.19K
|
+$2.13K
|
+40
|
New
|
|
|
1959
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.48K
|
–
|
–
|
–
|
|
|
1960
|
Compass Financial Services
West Des Moines,
Iowa
|
$1.12K
|
–
|
–
|
–
|
|
|
1961
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
1962
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$564
|
–
|
–
|
–
|
|
|
1963
|
Albion Financial Group
Salt Lake City,
Utah
|
$548
|
–
|
–
|
–
|
|
|
1964
|
Hughes Financial Services
Herndon,
Virginia
|
$548
|
–
|
–
|
–
|
|
|
1965
|
Townsend Asset Management
Raleigh,
North Carolina
|
$383
|
–
|
–
|
–
|
|
|
1966
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$328
|
+$320
|
+6
|
New
|
|
|
1967
|
Gordian Capital (Singapore)
Singapore
|
$265
|
–
|
–
|
–
|
|
|
1968
|
Raleigh Capital Management
Cary,
North Carolina
|
$89
|
–
|
–
|
–
|
|
|
1969
|
Parallax Volatility Advisers
San Francisco,
California
|
$55
|
–
|
–
|
–
|
|
|
1970
|
Schonfeld Strategic Advisors
New York
|
$54
|
-$4.59M
|
-86,106
|
-100%
|
|
|
1971
|
FWL Investment Management
Dallas,
Texas
|
$46
|
-$15.1K
|
-284
|
-100%
|
|
|
1972
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$15
|
–
|
–
|
–
|
|
|
1973
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
–
|
-$129M
|
-2,412,186
|
Closed
|
|
|
1974
|
CSM Advisors
Warrendale,
Pennsylvania
|
–
|
-$37.1M
|
-688,900
|
Closed
|
|
|
1975
|
New Harbor Financial Group
Worcester,
Massachusetts
|
–
|
-$27.5M
|
-510,406
|
Closed
|
|
