|
1926
|
Meridian Wealth Advisors
Austin,
Texas
|
–
|
-$129K
|
-2,485
|
Closed
|
|
|
1927
|
Sterling Global Strategies
Carlsbad,
California
|
–
|
-$78.2K
|
-1,735
|
Closed
|
|
|
1928
|
Heritage Trust
Oklahoma City,
Oklahoma
|
–
|
-$78K
|
-1,500
|
Closed
|
|
|
1929
|
Phocas Financial Corp
Alameda,
California
|
–
|
-$73K
|
-1,400
|
Closed
|
|
|
1930
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$69.2K
|
-1,331
|
Closed
|
|
|
1931
|
Wealthspire Advisors (New York)
New York
|
–
|
-$55K
|
-1,064
|
Closed
|
|
|
1932
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$44K
|
-848
|
Closed
|
|
|
1933
|
Well Done LLC
Holland,
Michigan
|
–
|
-$30K
|
-584
|
Closed
|
|
|
1934
|
WealthOne
Albany,
New York
|
–
|
-$28K
|
-541
|
Closed
|
|
|
1935
|
Perennial Advisors
New York
|
–
|
-$24K
|
-461
|
Closed
|
|
|
1936
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$23K
|
-440
|
Closed
|
|
|
1937
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
–
|
-$20K
|
-400
|
Closed
|
|
|
1938
|
American National Bank & Trust
Wichita Falls,
Texas
|
–
|
-$19K
|
-373
|
Closed
|
|
|
1939
|
Kelly Lawrence W & Associates
Pasadens,
California
|
–
|
-$18K
|
-350
|
Closed
|
|
|
1940
|
Price Wealth
Austin,
Texas
|
–
|
-$17K
|
-320
|
Closed
|
|
|
1941
|
Winch Advisory Services
Appleton,
Wisconsin
|
–
|
-$2K
|
-38
|
Closed
|
|
|
1942
|
Winslow Capital Management
Minneapolis,
Minnesota
|
–
|
-$2K
|
-33
|
Closed
|
|
|
1943
|
Country Trust Bank
Bloomington,
Illinois
|
–
|
-$1K
|
-26
|
Closed
|
|
|
1944
|
Soros Fund Management
New York
|
–
|
+$498
|
+10
|
New
|
|
