|
1901
|
American Trust
Lexington,
Kentucky
|
–
|
-$589K
|
-8,543
|
Closed
|
|
|
1902
|
|
–
|
-$563K
|
-8,166
|
Closed
|
|
|
1903
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$489K
|
-7,092
|
Closed
|
|
|
1904
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$488K
|
-7,086
|
Closed
|
|
|
1905
|
Carmel Capital Partners
San Diego,
California
|
–
|
-$438K
|
-6,351
|
Closed
|
|
|
1906
|
RiverFront Investment Group
Richmond,
Virginia
|
–
|
-$369K
|
-5,360
|
Closed
|
|
|
1907
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$365K
|
-5,290
|
Closed
|
|
|
1908
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
–
|
-$352K
|
-5,108
|
Closed
|
|
|
1909
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
–
|
-$344K
|
-4,996
|
Closed
|
|
|
1910
|
Wambolt & Associates
Littleton,
Colorado
|
–
|
-$333K
|
-4,907
|
Closed
|
|
|
1911
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$326K
|
-4,729
|
Closed
|
|
|
1912
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$288K
|
-4,181
|
Closed
|
|
|
1913
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
–
|
-$273K
|
-3,958
|
Closed
|
|
|
1914
|
Harding Loevner
Bridgewater,
New Jersey
|
–
|
-$262K
|
-3,804
|
Closed
|
|
|
1915
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
–
|
-$260K
|
-3,769
|
Closed
|
|
|
1916
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$254K
|
-3,692
|
Closed
|
|
|
1917
|
SMH Capital Advisors
Fort Worth,
Texas
|
–
|
-$249K
|
-3,612
|
Closed
|
|
|
1918
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
–
|
-$236K
|
-3,426
|
Closed
|
|
|
1919
|
Patten & Patten
Chattanooga,
Tennessee
|
–
|
-$232K
|
-3,366
|
Closed
|
|
|
1920
|
IAM Advisory
Easton,
Pennsylvania
|
–
|
-$229K
|
-3,320
|
Closed
|
|
|
1921
|
Acorn Financial Advisory Services
Reston,
Virginia
|
–
|
-$218K
|
-3,169
|
Closed
|
|
|
1922
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
–
|
-$217K
|
-3,148
|
Closed
|
|
|
1923
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$209K
|
-3,040
|
Closed
|
|
|
1924
|
National Wealth Management Group
Cincinnati,
Ohio
|
–
|
-$206K
|
-2,995
|
Closed
|
|
|
1925
|
Pacific Global Investment Management
Glendale,
California
|
–
|
-$204K
|
-2,962
|
Closed
|
|
