|
1926
|
PKS Advisory Services
Albany,
New York
|
–
|
-$947K
|
-11,937
|
Closed
|
|
|
1927
|
Quantitative Investment Management
Charlottesville,
Virginia
|
–
|
-$933K
|
-11,768
|
Closed
|
|
|
1928
|
TriaGen Wealth Management
Calabasas,
California
|
–
|
-$916K
|
-11,545
|
Closed
|
|
|
1929
|
RBF Capital
San Francisco,
California
|
–
|
-$794K
|
-10,000
|
Closed
|
|
|
1930
|
Sage Mountain Advisors
Atlanta,
Georgia
|
–
|
-$679K
|
-8,561
|
Closed
|
|
|
1931
|
Providence First Trust
Scottsdale,
Arizona
|
–
|
-$677K
|
-8,535
|
Closed
|
|
|
1932
|
Diametric Capital
Boston,
Massachusetts
|
–
|
-$640K
|
-8,063
|
Closed
|
|
|
1933
|
Bluefin Capital Management
New York
|
–
|
-$635K
|
-8,000
|
Closed
|
|
|
1934
|
E.S. Barr & Co
Lexington,
Kentucky
|
–
|
-$613K
|
-7,725
|
Closed
|
|
|
1935
|
|
–
|
-$608K
|
-7,664
|
Closed
|
|
|
1936
|
Aviso Financial
Toronto,
Ontario, Canada
|
–
|
-$599K
|
-7,544
|
Closed
|
|
|
1937
|
Golden Reserve Retirement
Dublin,
Ohio
|
–
|
-$568K
|
-7,160
|
Closed
|
|
|
1938
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$561K
|
-7,066
|
Closed
|
|
|
1939
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
–
|
-$528K
|
-6,655
|
Closed
|
|
|
1940
|
Capstone Investment Advisors
New York
|
–
|
-$494K
|
-6,411
|
Closed
|
|
|
1941
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$495K
|
-6,234
|
Closed
|
|
|
1942
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$478K
|
-6,022
|
Closed
|
|
|
1943
|
Ruedi Wealth Management
Champaign,
Illinois
|
–
|
-$449K
|
-5,661
|
Closed
|
|
|
1944
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
–
|
-$442K
|
-5,565
|
Closed
|
|
|
1945
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$441K
|
-5,558
|
Closed
|
|
|
1946
|
Columbia Asset Management
Ann Arbor,
Michigan
|
–
|
-$417K
|
-5,248
|
Closed
|
|
|
1947
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$409K
|
-5,159
|
Closed
|
|
|
1948
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$401K
|
-5,057
|
Closed
|
|
|
1949
|
Marble Wealth
Montgomery,
Alabama
|
–
|
-$392K
|
-4,937
|
Closed
|
|
|
1950
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
–
|
-$373K
|
-4,700
|
Closed
|
|
