|
1926
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
–
|
-$415K
|
-2,297
|
Closed
|
|
|
1927
|
Davidson Investment Advisors
Great Falls,
Montana
|
–
|
-$411K
|
-2,275
|
Closed
|
|
|
1928
|
|
–
|
-$393K
|
-2,250
|
Closed
|
|
|
1929
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
–
|
-$405K
|
-2,240
|
Closed
|
|
|
1930
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$382K
|
-2,118
|
Closed
|
|
|
1931
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$377K
|
-2,086
|
Closed
|
|
|
1932
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$344K
|
-1,908
|
Closed
|
|
|
1933
|
Matrix Trust Company
Denver,
Colorado
|
–
|
-$319K
|
-1,765
|
Closed
|
|
|
1934
|
Washburn Capital Management
Vero Beach,
Florida
|
–
|
-$313K
|
-1,735
|
Closed
|
|
|
1935
|
Simmons Bank
Pine Bluff,
Arkansas
|
–
|
-$290K
|
-1,608
|
Closed
|
|
|
1936
|
Paladin Advisory Group
Clive,
Iowa
|
–
|
-$273K
|
-1,565
|
Closed
|
|
|
1937
|
LifePro Asset Management
San Diego,
California
|
–
|
-$272K
|
-1,505
|
Closed
|
|
|
1938
|
Investment Management Associates
Greenwood Village,
Colorado
|
–
|
-$270K
|
-1,496
|
Closed
|
|
|
1939
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$264K
|
-1,464
|
Closed
|
|
|
1940
|
Moneywise Inc
Forest,
Virginia
|
–
|
-$255K
|
-1,413
|
Closed
|
|
|
1941
|
CGN Advisors
Manhattan,
Kansas
|
–
|
-$255K
|
-1,411
|
Closed
|
|
|
1942
|
Jet Capital Investors
New York
|
–
|
-$253K
|
-1,400
|
Closed
|
|
|
1943
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
–
|
-$249K
|
-1,385
|
Closed
|
|
|
1944
|
Independent Solutions Wealth Management
Williamsville,
New York
|
–
|
-$247K
|
-1,366
|
Closed
|
|
|
1945
|
National Wealth Management Group
Cincinnati,
Ohio
|
–
|
-$242K
|
-1,339
|
Closed
|
|
|
1946
|
Doyle Wealth Management
St. Petersburg,
Florida
|
–
|
-$240K
|
-1,329
|
Closed
|
|
|
1947
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$239K
|
-1,315
|
Closed
|
|
|
1948
|
Objective Capital Management
Pepper Pike,
Ohio
|
–
|
-$234K
|
-1,296
|
Closed
|
|
|
1949
|
Goldstream Capital Management
Central,
Hong Kong
|
–
|
-$234K
|
-1,295
|
Closed
|
|
|
1950
|
Financial & Tax Architects
St Louis,
Missouri
|
–
|
-$230K
|
-1,273
|
Closed
|
|
