|
1901
|
West Wealth Group
Irvine,
California
|
–
|
-$238K
|
-3,271
|
Closed
|
|
|
1902
|
Leelyn Smith
Geneva,
Illinois
|
–
|
-$235K
|
-3,230
|
Closed
|
|
|
1903
|
Newton One Investments
Newark,
Delaware
|
–
|
-$231K
|
-3,176
|
Closed
|
|
|
1904
|
Gitterman Wealth Management
Edison,
New Jersey
|
–
|
-$227K
|
-3,132
|
Closed
|
|
|
1905
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$227K
|
-3,123
|
Closed
|
|
|
1906
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$223K
|
-3,069
|
Closed
|
|
|
1907
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
–
|
-$220K
|
-3,031
|
Closed
|
|
|
1908
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
–
|
-$207K
|
-2,849
|
Closed
|
|
|
1909
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
–
|
-$205K
|
-2,817
|
Closed
|
|
|
1910
|
Keener Financial Planning
Keller,
Texas
|
–
|
-$202K
|
-2,792
|
Closed
|
|
|
1911
|
Financial Connections Group
Corte Madera,
California
|
–
|
-$83K
|
-1,150
|
Closed
|
|
|
1912
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
–
|
-$82.2K
|
-1,132
|
Closed
|
|
|
1913
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$58.8K
|
-809
|
Closed
|
|
|
1914
|
Timber Creek Capital Management
Boston,
Massachusetts
|
–
|
-$57.4K
|
-790
|
Closed
|
|
|
1915
|
Redwood Wealth Management Group
Medford,
New Jersey
|
–
|
-$56.7K
|
-781
|
Closed
|
|
|
1916
|
Belmont Capital
Los Angeles,
California
|
–
|
-$50.5K
|
-695
|
Closed
|
|
|
1917
|
Chris Bulman
Roseville,
California
|
–
|
-$50.5K
|
-695
|
Closed
|
|
|
1918
|
MTM Investment Management
Spartanburg,
South Carolina
|
–
|
-$49.4K
|
-680
|
Closed
|
|
|
1919
|
New York State Common Retirement Fund
Albany,
New York
|
–
|
-$47.5K
|
-654
|
Closed
|
|
|
1920
|
Wiser Advisor Group
Phoenix,
Arizona
|
–
|
-$42.9K
|
-591
|
Closed
|
|
|
1921
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$33.8K
|
-466
|
Closed
|
|
|
1922
|
First Pacific Financial
Vancouver,
Washington
|
–
|
-$31.7K
|
-437
|
Closed
|
|
|
1923
|
Aviso Financial
Toronto,
Ontario, Canada
|
–
|
-$14.1K
|
-194
|
Closed
|
|
|
1924
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$13.4K
|
-185
|
Closed
|
|
|
1925
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
–
|
-$10.1K
|
-139
|
Closed
|
|
