|
1926
|
MRP Capital Investments
Alpharetta,
Georgia
|
–
|
-$220K
|
-1,525
|
Closed
|
|
|
1927
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$218K
|
-1,508
|
Closed
|
|
|
1928
|
PBMares Wealth Management
Williamsburg,
Virginia
|
–
|
-$217K
|
-1,499
|
Closed
|
|
|
1929
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
–
|
-$216K
|
-1,492
|
Closed
|
|
|
1930
|
First City Capital Management
Savannah,
Georgia
|
–
|
-$215K
|
-1,485
|
Closed
|
|
|
1931
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$209K
|
-1,448
|
Closed
|
|
|
1932
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
–
|
-$208K
|
-1,440
|
Closed
|
|
|
1933
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$206K
|
-1,428
|
Closed
|
|
|
1934
|
Professional Financial Advisors
North Platte,
Nebraska
|
–
|
-$204K
|
-1,412
|
Closed
|
|
|
1935
|
Insight Advisors
Newtown,
Pennsylvania
|
–
|
-$204K
|
-1,409
|
Closed
|
|
|
1936
|
Monterey Private Wealth
Monterey,
California
|
–
|
-$204K
|
-1,409
|
Closed
|
|
|
1937
|
Fenimore Asset Management
Cobleskill,
New York
|
–
|
-$202K
|
-1,400
|
Closed
|
|
|
1938
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
–
|
-$183K
|
-1,263
|
Closed
|
|
|
1939
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$116K
|
-800
|
Closed
|
|
|
1940
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$101K
|
-700
|
Closed
|
|
|
1941
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$85.8K
|
-594
|
Closed
|
|
|
1942
|
Arlington Partners
Birmingham,
Alabama
|
–
|
-$81.1K
|
-561
|
Closed
|
|
|
1943
|
Bosun Asset Management
Chicago,
Illinois
|
–
|
-$72.3K
|
-500
|
Closed
|
|
|
1944
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
–
|
-$71K
|
-491
|
Closed
|
|
|
1945
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$37.8K
|
-262
|
Closed
|
|
|
1946
|
|
–
|
-$28.9K
|
-200
|
Closed
|
|
|
1947
|
Gilder Gagnon Howe & Co
New York
|
–
|
-$24.3K
|
-168
|
Closed
|
|
|
1948
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
–
|
-$18.8K
|
-130
|
Closed
|
|
|
1949
|
First Personal Financial Services
Charlotte,
North Carolina
|
–
|
-$18.2K
|
-126
|
Closed
|
|
|
1950
|
Safeguard Financial
Minocqua,
Wisconsin
|
–
|
-$17K
|
-121
|
Closed
|
|
