|
1901
|
Ariadne Wealth Management
Santa Barbara,
California
|
–
|
-$313K
|
-4,000
|
Closed
|
|
|
1902
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
–
|
-$313K
|
-3,996
|
Closed
|
|
|
1903
|
Lokken Investment Group
Lewes,
Delaware
|
–
|
-$312K
|
-3,978
|
Closed
|
|
|
1904
|
Vise Technologies
New York
|
–
|
-$307K
|
-3,916
|
Closed
|
|
|
1905
|
GFG Capital
Miami,
Florida
|
–
|
-$302K
|
-3,860
|
Closed
|
|
|
1906
|
JFG Wealth Management
Denver,
Colorado
|
–
|
-$297K
|
-3,794
|
Closed
|
|
|
1907
|
FNY Investment Advisers
New York
|
–
|
-$281K
|
-3,600
|
Closed
|
|
|
1908
|
Strait & Sound Wealth Management
San Francisco,
California
|
–
|
-$268K
|
-3,425
|
Closed
|
|
|
1909
|
Traveka Wealth
Los Altos,
California
|
–
|
-$256K
|
-3,266
|
Closed
|
|
|
1910
|
SMI Advisory Services
Columbus,
Indiana
|
–
|
-$254K
|
-3,203
|
Closed
|
|
|
1911
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$250K
|
-3,194
|
Closed
|
|
|
1912
|
Dynamic Technology Lab
Singapore
|
–
|
-$246K
|
-3,146
|
Closed
|
|
|
1913
|
Wealthcare Capital Management
Richmond,
Virginia
|
–
|
-$243K
|
-3,101
|
Closed
|
|
|
1914
|
Stonegate Investment Group
Birmingham,
Alabama
|
–
|
-$240K
|
-3,061
|
Closed
|
|
|
1915
|
D. Scott Neal
Lexington,
Kentucky
|
–
|
-$239K
|
-3,053
|
Closed
|
|
|
1916
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
–
|
-$226K
|
-2,890
|
Closed
|
|
|
1917
|
Pacific Wealth Management
San Diego,
California
|
–
|
-$222K
|
-2,837
|
Closed
|
|
|
1918
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
–
|
-$218K
|
-2,779
|
Closed
|
|
|
1919
|
HTLF Bank
Denver,
Colorado
|
–
|
-$217K
|
-2,776
|
Closed
|
|
|
1920
|
SigFig Wealth Management
San Francisco,
California
|
–
|
-$209K
|
-2,757
|
Closed
|
|
|
1921
|
VOYA Investment Management
Atlanta,
Georgia
|
–
|
-$215K
|
-2,750
|
Closed
|
|
|
1922
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
–
|
-$206K
|
-2,624
|
Closed
|
|
|
1923
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$205K
|
-2,621
|
Closed
|
|
|
1924
|
Patten & Patten
Chattanooga,
Tennessee
|
–
|
-$204K
|
-2,609
|
Closed
|
|
|
1925
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
–
|
-$204K
|
-2,598
|
Closed
|
|
