|
1926
|
SigFig Wealth Management
San Francisco,
California
|
–
|
-$2.22M
|
-45,720
|
Closed
|
|
|
1927
|
Ford Financial Group
Fresno,
California
|
–
|
-$2.01M
|
-41,545
|
Closed
|
|
|
1928
|
GGM Wealth Advisors
Baltimore,
Maryland
|
–
|
-$1.93M
|
-39,010
|
Closed
|
|
|
1929
|
Newport Capital Group
Red Bank,
New Jersey
|
–
|
-$1.74M
|
-35,995
|
Closed
|
|
|
1930
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$1.33M
|
-27,410
|
Closed
|
|
|
1931
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$1.23M
|
-25,450
|
Closed
|
|
|
1932
|
Donald L. Hagan LLC
Sarasota,
Florida
|
–
|
-$1M
|
-20,750
|
Closed
|
|
|
1933
|
Asset Allocation Strategies
Farmington,
Michigan
|
–
|
-$885K
|
-18,290
|
Closed
|
|
|
1934
|
Columbus Macro
New Castle,
Pennsylvania
|
–
|
-$854K
|
-17,645
|
Closed
|
|
|
1935
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$843K
|
-17,420
|
Closed
|
|
|
1936
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$717K
|
-14,815
|
Closed
|
|
|
1937
|
Next Level Private
Harrison,
New York
|
–
|
-$659K
|
-13,280
|
Closed
|
|
|
1938
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
–
|
-$606K
|
-12,520
|
Closed
|
|
|
1939
|
L2 Asset Management
Wayland,
Massachusetts
|
–
|
-$600K
|
-12,395
|
Closed
|
|
|
1940
|
|
–
|
-$481K
|
-9,950
|
Closed
|
|
|
1941
|
LAM Group
Lake Oswego,
Oregon
|
–
|
-$447K
|
-9,250
|
Closed
|
|
|
1942
|
Congress Asset Management
Boston,
Massachusetts
|
–
|
-$438K
|
-9,050
|
Closed
|
|
|
1943
|
Renaissance Technologies
New York
|
–
|
-$435K
|
-9,000
|
Closed
|
|
|
1944
|
Texas Capital Bancshares
Dallas,
Texas
|
–
|
-$410K
|
-8,470
|
Closed
|
|
|
1945
|
Sage Financial Management Group
Mclean,
Virginia
|
–
|
-$368K
|
-7,600
|
Closed
|
|
|
1946
|
Pinion Investment Advisors
Wichita,
Kansas
|
–
|
-$331K
|
-6,850
|
Closed
|
|
|
1947
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
–
|
-$330K
|
-6,825
|
Closed
|
|
|
1948
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
–
|
-$282K
|
-5,830
|
Closed
|
|
|
1949
|
Heritage Wealth Partners
Dublin,
Ohio
|
–
|
-$286K
|
-5,705
|
Closed
|
|
|
1950
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$271K
|
-5,605
|
Closed
|
|
