|
1876
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
–
|
-$484K
|
-9,326
|
Closed
|
|
|
1877
|
Bristol Advisors
Conshohocken,
Pennsylvania
|
–
|
-$473K
|
-9,100
|
Closed
|
|
|
1878
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$552K
|
-8,884
|
Closed
|
|
|
1879
|
Quantinno Capital Management
New York
|
–
|
-$452K
|
-8,700
|
Closed
|
|
|
1880
|
|
–
|
-$429K
|
-8,620
|
Closed
|
|
|
1881
|
Ashford Capital Management
Wilmington,
Delaware
|
–
|
-$343K
|
-6,596
|
Closed
|
|
|
1882
|
Keel Point
Huntsville,
Alabama
|
–
|
-$330K
|
-6,355
|
Closed
|
|
|
1883
|
Capital Planning Advisors
Roseville,
California
|
–
|
-$327K
|
-6,292
|
Closed
|
|
|
1884
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
–
|
-$304K
|
-5,845
|
Closed
|
|
|
1885
|
Principle Wealth Partners
Madison,
Connecticut
|
–
|
-$299K
|
-5,747
|
Closed
|
|
|
1886
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$339K
|
-5,570
|
Closed
|
|
|
1887
|
Harbor Advisors
West Palm Beach,
Florida
|
–
|
-$286K
|
-5,500
|
Closed
|
|
|
1888
|
Lake Point Wealth Management
Rockwall,
Texas
|
–
|
-$274K
|
-5,263
|
Closed
|
|
|
1889
|
|
–
|
-$252K
|
-4,850
|
Closed
|
|
|
1890
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$246K
|
-4,727
|
Closed
|
|
|
1891
|
First American Trust
Santa Ana,
California
|
–
|
-$242K
|
-4,663
|
Closed
|
|
|
1892
|
Community Capital Management
Plantation,
Florida
|
–
|
-$239K
|
-4,596
|
Closed
|
|
|
1893
|
Fox Run Management
Greenwich,
Connecticut
|
–
|
-$235K
|
-4,518
|
Closed
|
|
|
1894
|
Dearborn Partners
Chicago,
Illinois
|
–
|
-$234K
|
-4,495
|
Closed
|
|
|
1895
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$232K
|
-4,480
|
Closed
|
|
|
1896
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
–
|
-$232K
|
-4,470
|
Closed
|
|
|
1897
|
Sustainable Insight Capital Management
New York
|
–
|
-$230K
|
-4,422
|
Closed
|
|
|
1898
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$229K
|
-4,398
|
Closed
|
|
|
1899
|
Hayden Royal
Charlotte,
North Carolina
|
–
|
-$228K
|
-4,378
|
Closed
|
|
|
1900
|
SNS Financial Group
Minneapolis,
Minnesota
|
–
|
-$228K
|
-4,378
|
Closed
|
|
