|
1001
|
Legacy Edge Advisors
Syosset,
New York
|
–
|
-$2.16M
|
-43,646
|
Closed
|
|
|
1002
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$1.27M
|
-25,716
|
Closed
|
|
|
1003
|
FSA Advisors
Troy,
Michigan
|
–
|
-$1.25M
|
-25,177
|
Closed
|
|
|
1004
|
Armis Advisers
Atlanta,
Georgia
|
–
|
-$999K
|
-20,185
|
Closed
|
|
|
1005
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
–
|
-$896K
|
-18,107
|
Closed
|
|
|
1006
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$705K
|
-14,236
|
Closed
|
|
|
1007
|
Compass Capital Corp
Braintree,
Massachusetts
|
–
|
-$538K
|
-10,904
|
Closed
|
|
|
1008
|
Old Mission Investment Co
Traverse City,
Michigan
|
–
|
-$515K
|
-10,392
|
Closed
|
|
|
1009
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$500K
|
-10,096
|
Closed
|
|
|
1010
|
Vista Investment Partners II
Richmond,
Indiana
|
–
|
-$479K
|
-9,683
|
Closed
|
|
|
1011
|
Nestegg Advisors
Hauppauge,
New York
|
–
|
-$456K
|
-9,200
|
Closed
|
|
|
1012
|
Rede Wealth
Charlottesville,
Virginia
|
–
|
-$337K
|
-6,797
|
Closed
|
|
|
1013
|
First Merchants Corp
Muncie,
Indiana
|
–
|
-$336K
|
-6,781
|
Closed
|
|
|
1014
|
WinCap Financial
Boston,
Massachusetts
|
–
|
-$310K
|
-6,252
|
Closed
|
|
|
1015
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$303K
|
-6,121
|
Closed
|
|
|
1016
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
–
|
-$281K
|
-5,678
|
Closed
|
|
|
1017
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$275K
|
-5,546
|
Closed
|
|
|
1018
|
Capital Planning
Bellevue,
Washington
|
–
|
-$265K
|
-5,349
|
Closed
|
|
|
1019
|
Sterling Investment Counsel
Buffalo,
New York
|
–
|
-$264K
|
-5,334
|
Closed
|
|
|
1020
|
Copperleaf Capital
Raleigh,
North Carolina
|
–
|
-$260K
|
-5,245
|
Closed
|
|
|
1021
|
Alterna Wealth Management
Houston,
Texas
|
–
|
-$256K
|
-5,162
|
Closed
|
|
|
1022
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
–
|
-$246K
|
-4,975
|
Closed
|
|
|
1023
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$241K
|
-4,859
|
Closed
|
|
|
1024
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$240K
|
-4,842
|
Closed
|
|
|
1025
|
Tarbox Family Office
Newport Beach,
California
|
–
|
-$239K
|
-4,832
|
Closed
|
|
