|
1926
|
GSG Advisors
Mount Laurel,
New Jersey
|
–
|
-$222K
|
-3,001
|
Closed
|
|
|
1927
|
Invenio Wealth Partners
Coral Gables,
Florida
|
–
|
-$224K
|
-2,973
|
Closed
|
|
|
1928
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
–
|
-$220K
|
-2,924
|
Closed
|
|
|
1929
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$217K
|
-2,876
|
Closed
|
|
|
1930
|
Sunesis Advisors
Overland Park,
Kansas
|
–
|
-$215K
|
-2,851
|
Closed
|
|
|
1931
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
–
|
-$212K
|
-2,816
|
Closed
|
|
|
1932
|
Merriman Wealth Management
Seattle,
Washington
|
–
|
-$209K
|
-2,771
|
Closed
|
|
|
1933
|
Winthrop Capital Management
Carmel,
Indiana
|
–
|
-$208K
|
-2,759
|
Closed
|
|
|
1934
|
Richard P. Slaughter Associates
Austin,
Texas
|
–
|
-$207K
|
-2,710
|
Closed
|
|
|
1935
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$203K
|
-2,700
|
Closed
|
|
|
1936
|
17 Capital Partners
Pheonix,
Arizona
|
–
|
-$201K
|
-2,669
|
Closed
|
|
|
1937
|
Lakeridge Wealth Management
Mentor,
Ohio
|
–
|
-$201K
|
-2,663
|
Closed
|
|
|
1938
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
–
|
-$172K
|
-2,280
|
Closed
|
|
|
1939
|
Mendota Financial Group
Madison,
Wisconsin
|
–
|
-$132K
|
-1,750
|
Closed
|
|
|
1940
|
Pacer Advisors
Malvern,
Pennsylvania
|
–
|
-$119K
|
-1,580
|
Closed
|
|
|
1941
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
–
|
-$117K
|
-1,555
|
Closed
|
|
|
1942
|
Covenant Partners
Nashville,
Tennessee
|
–
|
-$112K
|
-1,485
|
Closed
|
|
|
1943
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
–
|
-$529K
|
-1,450
|
Closed
|
|
|
1944
|
Long Island Wealth Management
Melville,
New York
|
–
|
-$85K
|
-1,122
|
Closed
|
|
|
1945
|
First Personal Financial Services
Charlotte,
North Carolina
|
–
|
-$75.3K
|
-1,000
|
Closed
|
|
|
1946
|
Lee Financial
Dallas,
Texas
|
–
|
-$62.8K
|
-833
|
Closed
|
|
|
1947
|
Bruce G. Allen Investments
Denver,
Colorado
|
–
|
-$59.2K
|
-786
|
Closed
|
|
|
1948
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$55.8K
|
-741
|
Closed
|
|
|
1949
|
Harris Associates
Chicago,
Illinois
|
–
|
-$50.4K
|
-669
|
Closed
|
|
|
1950
|
Level Financial Advisors
East Amherst,
New York
|
–
|
-$50K
|
-664
|
Closed
|
|
