|
1926
|
Univest Financial
Souderton,
Pennsylvania
|
–
|
-$1.4M
|
-25,954
|
Closed
|
|
|
1927
|
Cook Wealth
Raleigh,
North Carolina
|
–
|
-$1.37M
|
-25,217
|
Closed
|
|
|
1928
|
Two Sigma Securities
New York
|
–
|
-$1.26M
|
-23,408
|
Closed
|
|
|
1929
|
Syntax Research
Boca Raton,
Florida
|
–
|
-$1.08M
|
-20,095
|
Closed
|
|
|
1930
|
Annie E. Casey Foundation
Baltimore,
Maryland
|
–
|
-$1.07M
|
-19,891
|
Closed
|
|
|
1931
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$582K
|
-19,400
|
Closed
|
|
|
1932
|
|
–
|
-$929K
|
-17,217
|
Closed
|
|
|
1933
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$690K
|
-12,792
|
Closed
|
|
|
1934
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$681K
|
-12,618
|
Closed
|
|
|
1935
|
Autumn Glory Partners
Dallas,
Texas
|
–
|
-$589K
|
-10,915
|
Closed
|
|
|
1936
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$561K
|
-10,401
|
Closed
|
|
|
1937
|
17 Capital Partners
Pheonix,
Arizona
|
–
|
-$539K
|
-9,989
|
Closed
|
|
|
1938
|
Ridgeline Wealth
Mesa,
Arizona
|
–
|
-$455K
|
-8,431
|
Closed
|
|
|
1939
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
–
|
-$403K
|
-7,463
|
Closed
|
|
|
1940
|
Prime Buchholz
Portsmouth,
New Hampshire
|
–
|
-$384K
|
-7,108
|
Closed
|
|
|
1941
|
Jackson Square Capital
San Francisco,
California
|
–
|
-$371K
|
-6,873
|
Closed
|
|
|
1942
|
KFG Wealth Management
Granger,
Indiana
|
–
|
-$356K
|
-6,589
|
Closed
|
|
|
1943
|
Aspen Grove Capital
Avon,
Colorado
|
–
|
-$330K
|
-6,120
|
Closed
|
|
|
1944
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$312K
|
-6,120
|
Closed
|
|
|
1945
|
Strive Asset Management
Dublin,
Ohio
|
–
|
-$329K
|
-6,089
|
Closed
|
|
|
1946
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
–
|
-$272K
|
-5,049
|
Closed
|
|
|
1947
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$263K
|
-4,876
|
Closed
|
|
|
1948
|
Wealth Group
Raleigh,
North Carolina
|
–
|
-$261K
|
-4,838
|
Closed
|
|
|
1949
|
Claris Advisors
St. Louis,
Missouri
|
–
|
-$245K
|
-4,541
|
Closed
|
|
|
1950
|
Legacy Trust
Grand Rapids,
Michigan
|
–
|
-$241K
|
-4,473
|
Closed
|
|
