|
1951
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
–
|
-$450K
|
-3,252
|
Closed
|
|
|
1952
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
–
|
-$328K
|
-3,208
|
Closed
|
|
|
1953
|
MBB Public Markets
Chicago,
Illinois
|
–
|
-$313K
|
-3,062
|
Closed
|
|
|
1954
|
Readystate Asset Management
Chicago,
Illinois
|
–
|
-$311K
|
-3,039
|
Closed
|
|
|
1955
|
|
–
|
-$306K
|
-2,990
|
Closed
|
|
|
1956
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$302K
|
-2,954
|
Closed
|
|
|
1957
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
–
|
-$295K
|
-2,884
|
Closed
|
|
|
1958
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$291K
|
-2,844
|
Closed
|
|
|
1959
|
KRS Capital Management
Bloomfield,
Michigan
|
–
|
-$285K
|
-2,785
|
Closed
|
|
|
1960
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$277K
|
-2,711
|
Closed
|
|
|
1961
|
Aster Capital Management
Dubai,
United Arab Emirates
|
–
|
-$239K
|
-2,338
|
Closed
|
|
|
1962
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$228K
|
-2,224
|
Closed
|
|
|
1963
|
Three Bridge Wealth Advisors
Los Altos,
California
|
–
|
-$224K
|
-2,192
|
Closed
|
|
|
1964
|
Massar Capital Management
Stamford,
Connecticut
|
–
|
-$222K
|
-2,170
|
Closed
|
|
|
1965
|
Adapt Investment Managers
Geneva,
Switzerland
|
–
|
-$271K
|
-2,103
|
Closed
|
|
|
1966
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$211K
|
-2,064
|
Closed
|
|
|
1967
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$210K
|
-2,052
|
Closed
|
|
|
1968
|
Challenger Wealth Management
Aliso Viejo,
California
|
–
|
-$205K
|
-2,008
|
Closed
|
|
|
1969
|
InceptionR
Lafayette,
California
|
–
|
-$200K
|
-1,957
|
Closed
|
|
|
1970
|
Tower Trust & Investment Company
Davenport,
Iowa
|
–
|
-$173K
|
-1,692
|
Closed
|
|
|
1971
|
Hennessy Advisors Inc
Novato,
California
|
–
|
-$134K
|
-1,312
|
Closed
|
|
|
1972
|
Marshall & Sullivan
Seattle,
Washington
|
–
|
-$123K
|
-1,200
|
Closed
|
|
|
1973
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$143K
|
-1,009
|
Closed
|
|
|
1974
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$83.7K
|
-818
|
Closed
|
|
|
1975
|
Intact Investment Management
Montreal,
Quebec, Canada
|
–
|
-$71.6K
|
-700
|
Closed
|
|
