|
1901
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$230K
|
-4,405
|
Closed
|
|
|
1902
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$223K
|
-4,279
|
Closed
|
|
|
1903
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
–
|
-$219K
|
-4,196
|
Closed
|
|
|
1904
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$214K
|
-4,100
|
Closed
|
|
|
1905
|
Portside Wealth Group
Provo,
Utah
|
–
|
-$211K
|
-4,036
|
Closed
|
|
|
1906
|
Leuthold Group
Minneapolis,
Minnesota
|
–
|
-$209K
|
-4,000
|
Closed
|
|
|
1907
|
Westbourne Investments
Alexandria,
Virginia
|
–
|
-$207K
|
-3,972
|
Closed
|
|
|
1908
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$213K
|
-3,949
|
Closed
|
|
|
1909
|
Quadcap Wealth Management
Frisco,
Texas
|
–
|
-$204K
|
-3,905
|
Closed
|
|
|
1910
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$204K
|
-3,901
|
Closed
|
|
|
1911
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$203K
|
-3,892
|
Closed
|
|
|
1912
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$139K
|
-2,658
|
Closed
|
|
|
1913
|
Arvest Investments
Lowell,
Arkansas
|
–
|
-$131K
|
-2,516
|
Closed
|
|
|
1914
|
Rise Advisors
Rochester,
New York
|
–
|
-$98.7K
|
-1,889
|
Closed
|
|
|
1915
|
Oarsman Capital
Milwaukee,
Wisconsin
|
–
|
-$93.8K
|
-1,797
|
Closed
|
|
|
1916
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$96.1K
|
-1,786
|
Closed
|
|
|
1917
|
Lee, Danner & Bass
Nashville,
Tennessee
|
–
|
-$87.6K
|
-1,678
|
Closed
|
|
|
1918
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$81.1K
|
-1,552
|
Closed
|
|
|
1919
|
Ransom Advisory
Providence,
Rhode Island
|
–
|
-$76.6K
|
-1,467
|
Closed
|
|
|
1920
|
Rice Partnership
Honolulu,
Hawaii
|
–
|
-$66.8K
|
-1,279
|
Closed
|
|
|
1921
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$49.4K
|
-946
|
Closed
|
|
|
1922
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
–
|
-$46.9K
|
-897
|
Closed
|
|
|
1923
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
–
|
-$38.5K
|
-738
|
Closed
|
|
|
1924
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
–
|
-$38K
|
-727
|
Closed
|
|
|
1925
|
FPC Investment Advisory
Petaluma,
California
|
–
|
-$37.7K
|
-712
|
Closed
|
|
