|
1926
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$1.7M
|
-19,262
|
Closed
|
|
|
1927
|
PineBridge Investments
New York
|
–
|
-$1.62M
|
-18,390
|
Closed
|
|
|
1928
|
Diversified Management
Milwaukee,
Wisconsin
|
–
|
-$1.58M
|
-17,940
|
Closed
|
|
|
1929
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$1.37M
|
-15,492
|
Closed
|
|
|
1930
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$1.11M
|
-12,555
|
Closed
|
|
|
1931
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$968K
|
-10,977
|
Closed
|
|
|
1932
|
Intrua Financial
Houston,
Texas
|
–
|
-$856K
|
-9,712
|
Closed
|
|
|
1933
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$729K
|
-8,269
|
Closed
|
|
|
1934
|
Moment Partners
San Francisco,
California
|
–
|
-$725K
|
-8,225
|
Closed
|
|
|
1935
|
Cynosure Group
Salt Lake City,
Utah
|
–
|
-$689K
|
-7,814
|
Closed
|
|
|
1936
|
Davies Financial Advisors
Murrieta,
California
|
–
|
-$687K
|
-7,797
|
Closed
|
|
|
1937
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$680K
|
-7,716
|
Closed
|
|
|
1938
|
Net Worth Advisory Group
Sandy,
Utah
|
–
|
-$658K
|
-7,460
|
Closed
|
|
|
1939
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
–
|
-$639K
|
-7,252
|
Closed
|
|
|
1940
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$617K
|
-6,997
|
Closed
|
|
|
1941
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$581K
|
-6,588
|
Closed
|
|
|
1942
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
–
|
-$567K
|
-6,429
|
Closed
|
|
|
1943
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$547K
|
-6,356
|
Closed
|
|
|
1944
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$559K
|
-6,345
|
Closed
|
|
|
1945
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$556K
|
-6,307
|
Closed
|
|
|
1946
|
Denver Wealth Management
Denver,
Colorado
|
–
|
-$538K
|
-6,104
|
Closed
|
|
|
1947
|
Farmers & Merchants Trust Company
Long Beach,
California
|
–
|
-$533K
|
-6,048
|
Closed
|
|
|
1948
|
Financial Futures
Brielle,
New Jersey
|
–
|
-$521K
|
-5,906
|
Closed
|
|
|
1949
|
Baker Boyer National Bank
Walla Walla,
Washington
|
–
|
-$520K
|
-5,895
|
Closed
|
|
|
1950
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$506K
|
-5,744
|
Closed
|
|
