|
1926
|
Forte Capital
Rochester,
New York
|
–
|
-$223K
|
-983
|
Closed
|
|
|
1927
|
Sage Mountain Advisors
Atlanta,
Georgia
|
–
|
-$223K
|
-982
|
Closed
|
|
|
1928
|
Well Done LLC
Holland,
Michigan
|
–
|
-$222K
|
-979
|
Closed
|
|
|
1929
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$221K
|
-976
|
Closed
|
|
|
1930
|
RGT Wealth Advisors
Dallas,
Texas
|
–
|
-$221K
|
-974
|
Closed
|
|
|
1931
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$219K
|
-967
|
Closed
|
|
|
1932
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$219K
|
-966
|
Closed
|
|
|
1933
|
KDI Capital Partners
Raleigh,
North Carolina
|
–
|
-$219K
|
-965
|
Closed
|
|
|
1934
|
Southland Equity Partners
Wildwood,
Missouri
|
–
|
-$218K
|
-963
|
Closed
|
|
|
1935
|
Atlas Private Wealth Management
Albany,
New York
|
–
|
-$218K
|
-962
|
Closed
|
|
|
1936
|
Greenhouse Wealth Management
Westport,
Connecticut
|
–
|
-$217K
|
-955
|
Closed
|
|
|
1937
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
–
|
-$216K
|
-953
|
Closed
|
|
|
1938
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
–
|
-$214K
|
-945
|
Closed
|
|
|
1939
|
Merriman Wealth Management
Seattle,
Washington
|
–
|
-$214K
|
-944
|
Closed
|
|
|
1940
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$213K
|
-940
|
Closed
|
|
|
1941
|
Farr Miller & Washington
Washington,
District of Columbia
|
–
|
-$212K
|
-936
|
Closed
|
|
|
1942
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$212K
|
-934
|
Closed
|
|
|
1943
|
Heritage Trust
Oklahoma City,
Oklahoma
|
–
|
-$211K
|
-931
|
Closed
|
|
|
1944
|
360 Financial
Wayzata,
Minnesota
|
–
|
-$211K
|
-930
|
Closed
|
|
|
1945
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$210K
|
-928
|
Closed
|
|
|
1946
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
–
|
-$210K
|
-926
|
Closed
|
|
|
1947
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$207K
|
-913
|
Closed
|
|
|
1948
|
Penobscot Investment Management
Boston,
Massachusetts
|
–
|
-$206K
|
-910
|
Closed
|
|
|
1949
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$201K
|
-906
|
Closed
|
|
|
1950
|
Sanders Capital
West Palm Beach,
Florida
|
–
|
-$203K
|
-895
|
Closed
|
|
