|
1901
|
Pacific Center for Financial Services
San Ramon,
California
|
$831
|
–
|
–
|
–
|
|
|
1902
|
DecisionPoint Financial
Mesa,
Arizona
|
$760
|
+$849
|
+10
|
New
|
|
|
1903
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$756
|
–
|
–
|
–
|
|
|
1904
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$755
|
–
|
–
|
–
|
|
|
1905
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$227
|
–
|
–
|
–
|
|
|
1906
|
West Family Investments
Carlsbad,
California
|
–
|
-$34.1M
|
-384,343
|
Closed
|
|
|
1907
|
Cercano Management
Bellevue,
Washington
|
–
|
-$22.4M
|
-254,300
|
Closed
|
|
|
1908
|
Norris Financial Group
Greenville,
South Carolina
|
–
|
-$20.9M
|
-236,569
|
Closed
|
|
|
1909
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$18.2M
|
-205,916
|
Closed
|
|
|
1910
|
Brave Asset Management
Summit,
New Jersey
|
–
|
-$15.2M
|
-172,049
|
Closed
|
|
|
1911
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
–
|
-$14.6M
|
-165,164
|
Closed
|
|
|
1912
|
Rakuten Investment Management
Tokyo,
Japan
|
–
|
-$10.5M
|
-145,148
|
Closed
|
|
|
1913
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$10.2M
|
-115,195
|
Closed
|
|
|
1914
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$4.34M
|
-49,018
|
Closed
|
|
|
1915
|
Allstate Corporation
Northbrook,
Illinois
|
–
|
-$4.25M
|
-48,252
|
Closed
|
|
|
1916
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$4.18M
|
-47,417
|
Closed
|
|
|
1917
|
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
|
–
|
-$3.83M
|
-43,400
|
Closed
|
|
|
1918
|
LOM Asset Management
Hamilton,
|
–
|
-$2.78M
|
-31,500
|
Closed
|
|
|
1919
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
–
|
-$2.51M
|
-28,458
|
Closed
|
|
|
1920
|
Bayshore Capital Advisors
Tampa,
Florida
|
–
|
-$2.5M
|
-28,370
|
Closed
|
|
|
1921
|
Greenhouse Wealth Management
Westport,
Connecticut
|
–
|
-$2.25M
|
-25,546
|
Closed
|
|
|
1922
|
Tudor Financial
Dayton,
Ohio
|
–
|
-$2.15M
|
-24,341
|
Closed
|
|
|
1923
|
Group One Trading
Chicago,
Illinois
|
–
|
-$1.94M
|
-22,860
|
Closed
|
|
|
1924
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$1.98M
|
-22,478
|
Closed
|
|
|
1925
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
–
|
-$1.93M
|
-21,933
|
Closed
|
|
