|
1926
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$1.26M
|
-5,852
|
Closed
|
|
|
1927
|
Madden Securities
Dallas,
Texas
|
–
|
-$1.14M
|
-5,272
|
Closed
|
|
|
1928
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
–
|
-$1.34M
|
-5,100
|
Closed
|
|
|
1929
|
Icon Advisers
Greenwood Village,
Colorado
|
–
|
-$971K
|
-4,500
|
Closed
|
|
|
1930
|
Ibex Investors
Denver,
Colorado
|
–
|
-$852K
|
-3,952
|
Closed
|
|
|
1931
|
Xponance
Philadelphia,
Pennsylvania
|
–
|
-$849K
|
-3,934
|
Closed
|
|
|
1932
|
Professional Planning
Thousand Oaks,
California
|
–
|
-$753K
|
-3,493
|
Closed
|
|
|
1933
|
Crumly & Associates
Springfield,
Illinois
|
–
|
-$748K
|
-3,466
|
Closed
|
|
|
1934
|
Weld Capital Management
New York
|
–
|
-$672K
|
-3,117
|
Closed
|
|
|
1935
|
Clare Market Investments
Dallas,
Texas
|
–
|
-$495K
|
-2,295
|
Closed
|
|
|
1936
|
Ruane, Cunniff & Goldfarb
New York
|
–
|
-$420K
|
-1,945
|
Closed
|
|
|
1937
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$488K
|
-1,851
|
Closed
|
|
|
1938
|
Strategic Wealth Management Group
Fulton,
Maryland
|
–
|
-$377K
|
-1,747
|
Closed
|
|
|
1939
|
Fox Run Management
Greenwich,
Connecticut
|
–
|
-$376K
|
-1,745
|
Closed
|
|
|
1940
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
–
|
-$343K
|
-1,591
|
Closed
|
|
|
1941
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$322K
|
-1,495
|
Closed
|
|
|
1942
|
|
–
|
-$284K
|
-1,317
|
Closed
|
|
|
1943
|
WFA of San Diego
San Diego,
California
|
–
|
-$261K
|
-1,231
|
Closed
|
|
|
1944
|
RNC Capital Management
Los Angeles,
California
|
–
|
-$264K
|
-1,225
|
Closed
|
|
|
1945
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$261K
|
-1,211
|
Closed
|
|
|
1946
|
Invus Financial Advisors
New York
|
–
|
-$261K
|
-1,211
|
Closed
|
|
|
1947
|
Capital Advantage
Walnut Creek,
California
|
–
|
-$232K
|
-1,075
|
Closed
|
|
|
1948
|
Novare Capital Management
Charlotte,
North Carolina
|
–
|
-$229K
|
-1,060
|
Closed
|
|
|
1949
|
Southern Wealth Management
Dallas,
Texas
|
–
|
-$216K
|
-1,000
|
Closed
|
|
|
1950
|
Xcel Wealth Management
Holly Hill,
Florida
|
–
|
-$205K
|
-953
|
Closed
|
|
