|
1901
|
Unio Capital
Princeton,
New Jersey
|
–
|
-$380K
|
-2,106
|
Closed
|
|
|
1902
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$321K
|
-1,782
|
Closed
|
|
|
1903
|
ArchPoint Investors
Coral Gables,
Florida
|
–
|
-$321K
|
-1,781
|
Closed
|
|
|
1904
|
Planning Alternatives
Birmingham,
Michigan
|
–
|
-$298K
|
-1,654
|
Closed
|
|
|
1905
|
Balentine LLC
Atlanta,
Georgia
|
–
|
-$280K
|
-1,553
|
Closed
|
|
|
1906
|
Chelsea Counsel Company
Los Angeles,
California
|
–
|
-$280K
|
-1,553
|
Closed
|
|
|
1907
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$267
|
-1,480
|
Closed
|
|
|
1908
|
East Coast Asset Management
Essex,
Massachusetts
|
–
|
-$258K
|
-1,429
|
Closed
|
|
|
1909
|
Van Strum & Towne
San Francisco,
California
|
–
|
-$257K
|
-1,427
|
Closed
|
|
|
1910
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
–
|
-$257K
|
-1,426
|
Closed
|
|
|
1911
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
–
|
-$269K
|
-1,416
|
Closed
|
|
|
1912
|
Nadler Financial Group
Deerfield,
Illinois
|
–
|
-$252K
|
-1,396
|
Closed
|
|
|
1913
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$246K
|
-1,379
|
Closed
|
|
|
1914
|
Main Street Research
Lakeville,
Connecticut
|
–
|
-$242K
|
-1,345
|
Closed
|
|
|
1915
|
IPG Investment Advisors
San Diego,
California
|
–
|
-$242K
|
-1,343
|
Closed
|
|
|
1916
|
Wells Trecaso Financial Group
Akron,
Ohio
|
–
|
-$242K
|
-1,342
|
Closed
|
|
|
1917
|
BKS Advisors
Southfield,
Michigan
|
–
|
-$237K
|
-1,315
|
Closed
|
|
|
1918
|
Wealth Architects
Mountain View,
California
|
–
|
-$237K
|
-1,313
|
Closed
|
|
|
1919
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$235
|
-1,303
|
Closed
|
|
|
1920
|
Crosspoint Capital Strategies
Orinda,
California
|
–
|
-$2.24M
|
-1,244
|
Closed
|
|
|
1921
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
–
|
-$222K
|
-1,230
|
Closed
|
|
|
1922
|
Security National Bank of So Dak
Sioux City,
Iowa
|
–
|
-$222K
|
-1,230
|
Closed
|
|
|
1923
|
Dillon & Associates
Jackson,
Michigan
|
–
|
-$221K
|
-1,227
|
Closed
|
|
|
1924
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
–
|
-$221K
|
-1,225
|
Closed
|
|
|
1925
|
|
–
|
-$221K
|
-1,225
|
Closed
|
|
