|
1951
|
Gradient Capital Advisors
San Diego,
California
|
–
|
-$306K
|
-1,096
|
Closed
|
|
|
1952
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
–
|
-$304K
|
-1,090
|
Closed
|
|
|
1953
|
Sivia Capital Partners
Mill Valley,
California
|
–
|
-$301K
|
-1,079
|
Closed
|
|
|
1954
|
3Chopt Investment Partners
Richmond,
Virginia
|
–
|
-$299K
|
-1,071
|
Closed
|
|
|
1955
|
Evolve Private Wealth
Los Angeles,
California
|
–
|
-$292K
|
-1,044
|
Closed
|
|
|
1956
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
–
|
-$288K
|
-1,030
|
Closed
|
|
|
1957
|
|
–
|
-$285K
|
-1,020
|
Closed
|
|
|
1958
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
–
|
-$283K
|
-1,014
|
Closed
|
|
|
1959
|
Concentric Capital Strategies
Stamford,
Connecticut
|
–
|
-$280K
|
-1,003
|
Closed
|
|
|
1960
|
Oxford Financial Group
Carmel,
Indiana
|
–
|
-$268K
|
-961
|
Closed
|
|
|
1961
|
Wealth Management Partners
Tucson,
Arizona
|
–
|
-$260K
|
-930
|
Closed
|
|
|
1962
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$252K
|
-902
|
Closed
|
|
|
1963
|
Greenland Capital Management
New York
|
–
|
-$249K
|
-890
|
Closed
|
|
|
1964
|
|
–
|
-$248K
|
-888
|
Closed
|
|
|
1965
|
Mirabella Financial Services
London,
United Kingdom
|
–
|
-$248K
|
-887
|
Closed
|
|
|
1966
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$246K
|
-881
|
Closed
|
|
|
1967
|
SC&H Financial Advisors
Sparks,
Maryland
|
–
|
-$246K
|
-879
|
Closed
|
|
|
1968
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$245K
|
-878
|
Closed
|
|
|
1969
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
–
|
-$240K
|
-860
|
Closed
|
|
|
1970
|
Exit Wealth Advisors
Atlanta,
Georgia
|
–
|
-$238K
|
-853
|
Closed
|
|
|
1971
|
Patton Fund Management
Dallas,
Texas
|
–
|
-$237K
|
-849
|
Closed
|
|
|
1972
|
Parsonex Advisory Services
Englewood,
Colorado
|
–
|
-$233K
|
-833
|
Closed
|
|
|
1973
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
–
|
-$230K
|
-823
|
Closed
|
|
|
1974
|
|
–
|
-$228K
|
-817
|
Closed
|
|
|
1975
|
Sunpointe
St. Louis,
Missouri
|
–
|
-$224K
|
-803
|
Closed
|
|
