|
1926
|
Rakuten Investment Management
Tokyo,
Japan
|
–
|
-$10.5M
|
-145,148
|
Closed
|
|
|
1927
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$10.2M
|
-115,195
|
Closed
|
|
|
1928
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$4.34M
|
-49,018
|
Closed
|
|
|
1929
|
Allstate Corporation
Northbrook,
Illinois
|
–
|
-$4.25M
|
-48,252
|
Closed
|
|
|
1930
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$4.18M
|
-47,417
|
Closed
|
|
|
1931
|
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
|
–
|
-$3.83M
|
-43,400
|
Closed
|
|
|
1932
|
LOM Asset Management
Hamilton,
|
–
|
-$2.78M
|
-31,500
|
Closed
|
|
|
1933
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
–
|
-$2.51M
|
-28,458
|
Closed
|
|
|
1934
|
Bayshore Capital Advisors
Tampa,
Florida
|
–
|
-$2.5M
|
-28,370
|
Closed
|
|
|
1935
|
Greenhouse Wealth Management
Westport,
Connecticut
|
–
|
-$2.25M
|
-25,546
|
Closed
|
|
|
1936
|
Tudor Financial
Dayton,
Ohio
|
–
|
-$2.15M
|
-24,341
|
Closed
|
|
|
1937
|
Group One Trading
Chicago,
Illinois
|
–
|
-$1.94M
|
-22,860
|
Closed
|
|
|
1938
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$1.98M
|
-22,478
|
Closed
|
|
|
1939
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
–
|
-$1.93M
|
-21,933
|
Closed
|
|
|
1940
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$1.7M
|
-19,262
|
Closed
|
|
|
1941
|
PineBridge Investments
New York
|
–
|
-$1.62M
|
-18,390
|
Closed
|
|
|
1942
|
Diversified Management
Milwaukee,
Wisconsin
|
–
|
-$1.58M
|
-17,940
|
Closed
|
|
|
1943
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$1.37M
|
-15,492
|
Closed
|
|
|
1944
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$1.11M
|
-12,555
|
Closed
|
|
|
1945
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$968K
|
-10,977
|
Closed
|
|
|
1946
|
Intrua Financial
Houston,
Texas
|
–
|
-$856K
|
-9,712
|
Closed
|
|
|
1947
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
–
|
-$806K
|
-9,142
|
Closed
|
|
|
1948
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$729K
|
-8,269
|
Closed
|
|
|
1949
|
Moment Partners
San Francisco,
California
|
–
|
-$725K
|
-8,225
|
Closed
|
|
|
1950
|
Cynosure Group
Salt Lake City,
Utah
|
–
|
-$689K
|
-7,814
|
Closed
|
|
