|
1901
|
Colonial River Investments
Midlothian,
Virginia
|
–
|
-$99.7M
|
-387
|
Closed
|
|
|
1902
|
Planned Solutions
Folsom,
California
|
–
|
-$97K
|
-370
|
Closed
|
|
|
1903
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$82K
|
-314
|
Closed
|
|
|
1904
|
Sander Capital Advisors
Seattle,
Washington
|
–
|
-$63K
|
-242
|
Closed
|
|
|
1905
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$56K
|
-213
|
Closed
|
|
|
1906
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$50K
|
-194
|
Closed
|
|
|
1907
|
Altshuler Shaham
Tel Aviv,
Israel
|
–
|
-$49K
|
-189
|
Closed
|
|
|
1908
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$38K
|
-145
|
Closed
|
|
|
1909
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$37K
|
-142
|
Closed
|
|
|
1910
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$25K
|
-98
|
Closed
|
|
|
1911
|
Sowa Financial Group
Lincoln,
Rhode Island
|
–
|
-$26K
|
-98
|
Closed
|
|
|
1912
|
Elm Advisors
Burlingame,
California
|
–
|
-$20K
|
-75
|
Closed
|
|
|
1913
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$16K
|
-65
|
Closed
|
|
|
1914
|
Robbins Farley
Bedford,
New Hampshire
|
–
|
-$16K
|
-60
|
Closed
|
|
|
1915
|
Merrion Investment Management
Cranford,
New Jersey
|
–
|
-$14K
|
-53
|
Closed
|
|
|
1916
|
Oxler Private Wealth
Rye Brook,
New York
|
–
|
-$13K
|
-50
|
Closed
|
|
|
1917
|
Seaview Investment Managers
Miami,
Florida
|
–
|
-$11K
|
-45
|
Closed
|
|
|
1918
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$11K
|
-44
|
Closed
|
|
|
1919
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$11K
|
-43
|
Closed
|
|
|
1920
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$10K
|
-39
|
Closed
|
|
|
1921
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
–
|
-$7K
|
-25
|
Closed
|
|
|
1922
|
Tru Independence Asset Management 2
Portland,
Oregon
|
–
|
-$4K
|
-15
|
Closed
|
|
|
1923
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
–
|
-$2K
|
-8
|
Closed
|
|
|
1924
|
Inspire Advisors
Meridian,
Idaho
|
–
|
-$1K
|
-5
|
Closed
|
|
|
1925
|
Simplex Trading
Chicago,
Illinois
|
–
|
+$963K
|
+3,726
|
New
|
|
