|
1876
|
Forthright Family Wealth Advisory
Houston,
Texas
|
–
|
-$283K
|
-5,142
|
Closed
|
|
|
1877
|
Prosperity Financial Group
San Ramon,
California
|
–
|
-$280K
|
-4,882
|
Closed
|
|
|
1878
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
–
|
-$273K
|
-4,754
|
Closed
|
|
|
1879
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
–
|
-$272K
|
-4,743
|
Closed
|
|
|
1880
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
–
|
-$259K
|
-4,506
|
Closed
|
|
|
1881
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$258K
|
-4,491
|
Closed
|
|
|
1882
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
–
|
-$252K
|
-4,381
|
Closed
|
|
|
1883
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
–
|
-$246K
|
-4,292
|
Closed
|
|
|
1884
|
Everstar Asset Management
Mooresville,
North Carolina
|
–
|
-$246K
|
-4,279
|
Closed
|
|
|
1885
|
Partners in Financial Planning
Salem,
Virginia
|
–
|
-$245K
|
-4,264
|
Closed
|
|
|
1886
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$240K
|
-4,172
|
Closed
|
|
|
1887
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$235K
|
-4,086
|
Closed
|
|
|
1888
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
–
|
-$229K
|
-3,981
|
Closed
|
|
|
1889
|
BOS Asset Management
Springfield,
Illinois
|
–
|
-$228K
|
-3,965
|
Closed
|
|
|
1890
|
Clark Financial Services Group
Chesterfield,
Missouri
|
–
|
-$220K
|
-3,833
|
Closed
|
|
|
1891
|
CPA Asset Management
West Palm Beach,
Florida
|
–
|
-$220K
|
-3,824
|
Closed
|
|
|
1892
|
LPF Advisors
Sarasota,
Florida
|
–
|
-$219K
|
-3,814
|
Closed
|
|
|
1893
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
–
|
-$219K
|
-3,810
|
Closed
|
|
|
1894
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$219K
|
-3,808
|
Closed
|
|
|
1895
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$218K
|
-3,802
|
Closed
|
|
|
1896
|
Citizens Business Bank
Ontario,
California
|
–
|
-$218K
|
-3,801
|
Closed
|
|
|
1897
|
Detalus Advisors
St. Louis,
Missouri
|
–
|
-$217K
|
-3,787
|
Closed
|
|
|
1898
|
Williams Jones Wealth Management
New York
|
–
|
-$217K
|
-3,784
|
Closed
|
|
|
1899
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
–
|
-$212K
|
-3,767
|
Closed
|
|
|
1900
|
Atlas Brown
Louisville,
Kentucky
|
–
|
-$216K
|
-3,764
|
Closed
|
|
