|
1951
|
Marcum Wealth
Cleveland,
Ohio
|
–
|
-$420K
|
-2,473
|
Closed
|
|
|
1952
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$363K
|
-2,137
|
Closed
|
|
|
1953
|
FourThought Financial Partners
Venice,
Florida
|
–
|
-$360K
|
-2,121
|
Closed
|
|
|
1954
|
Operose Advisors
Milwaukee,
Wisconsin
|
–
|
-$339K
|
-2,000
|
Closed
|
|
|
1955
|
Regis Management Company
Menlo Park,
California
|
–
|
-$339K
|
-2,000
|
Closed
|
|
|
1956
|
Divergent Wealth Advisors
South Jordan,
Utah
|
–
|
-$331K
|
-1,952
|
Closed
|
|
|
1957
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
–
|
-$331K
|
-1,952
|
Closed
|
|
|
1958
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$305K
|
-1,800
|
Closed
|
|
|
1959
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
–
|
-$305K
|
-1,800
|
Closed
|
|
|
1960
|
Clarius Group LLC
Seattle,
Washington
|
–
|
-$258K
|
-1,523
|
Closed
|
|
|
1961
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$254K
|
-1,496
|
Closed
|
|
|
1962
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
–
|
-$249K
|
-1,469
|
Closed
|
|
|
1963
|
Silver Oak Advisory Group
Portland,
Oregon
|
–
|
-$240K
|
-1,417
|
Closed
|
|
|
1964
|
|
–
|
-$237K
|
-1,400
|
Closed
|
|
|
1965
|
ViaWealth
Leawood,
Kansas
|
–
|
-$243K
|
-1,395
|
Closed
|
|
|
1966
|
Sandhill Capital Partners
Buffalo,
New York
|
–
|
-$235K
|
-1,383
|
Closed
|
|
|
1967
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$228K
|
-1,343
|
Closed
|
|
|
1968
|
Andrews Lucia Wealth Management
Danville,
California
|
–
|
-$227K
|
-1,340
|
Closed
|
|
|
1969
|
Carl Stuart Investment Advisor
Austin,
Texas
|
–
|
-$222K
|
-1,309
|
Closed
|
|
|
1970
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
–
|
-$217K
|
-1,279
|
Closed
|
|
|
1971
|
R.M. Davis Inc
Portland,
Maine
|
–
|
-$217K
|
-1,277
|
Closed
|
|
|
1972
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$217K
|
-1,277
|
Closed
|
|
|
1973
|
West Bancorporation
West Des Moines,
Iowa
|
–
|
-$216K
|
-1,272
|
Closed
|
|
|
1974
|
National Wealth Management Group
Cincinnati,
Ohio
|
–
|
-$215K
|
-1,268
|
Closed
|
|
|
1975
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$205K
|
-1,210
|
Closed
|
|
