|
1926
|
ClearBridge Investments
New York
|
–
|
-$1.15M
|
-4,450
|
Closed
|
|
|
1927
|
Symphony Financial
Houston,
Texas
|
–
|
-$729K
|
-2,780
|
Closed
|
|
|
1928
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
–
|
-$643K
|
-2,483
|
Closed
|
|
|
1929
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
–
|
-$639K
|
-2,475
|
Closed
|
|
|
1930
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$591K
|
-2,286
|
Closed
|
|
|
1931
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
–
|
-$498K
|
-1,926
|
Closed
|
|
|
1932
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$469K
|
-1,816
|
Closed
|
|
|
1933
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
–
|
-$427K
|
-1,728
|
Closed
|
|
|
1934
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
–
|
-$413K
|
-1,600
|
Closed
|
|
|
1935
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$338K
|
-1,307
|
Closed
|
|
|
1936
|
Capital Fund Management (CFM)
Paris,
France
|
–
|
-$306K
|
-1,183
|
Closed
|
|
|
1937
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
–
|
-$300K
|
-1,160
|
Closed
|
|
|
1938
|
Client 1st Advisory Group
Dunedin,
Florida
|
–
|
-$290K
|
-1,123
|
Closed
|
|
|
1939
|
Paragon Advisors
College Station,
Texas
|
–
|
-$275K
|
-1,062
|
Closed
|
|
|
1940
|
RVW Wealth
Los Angeles,
California
|
–
|
-$258K
|
-998
|
Closed
|
|
|
1941
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
–
|
-$257K
|
-994
|
Closed
|
|
|
1942
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
–
|
-$242K
|
-934
|
Closed
|
|
|
1943
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
–
|
-$240K
|
-930
|
Closed
|
|
|
1944
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
–
|
-$227K
|
-880
|
Closed
|
|
|
1945
|
Shilanski & Associates
Anchorage,
Alaska
|
–
|
-$222K
|
-861
|
Closed
|
|
|
1946
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
–
|
-$218K
|
-845
|
Closed
|
|
|
1947
|
CCG Wealth Management
San Diego,
California
|
–
|
-$218K
|
-843
|
Closed
|
|
|
1948
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$213K
|
-824
|
Closed
|
|
|
1949
|
Rosenblum Silverman Sutton
San Francisco,
California
|
–
|
-$209K
|
-809
|
Closed
|
|
|
1950
|
Columbus Macro
New Castle,
Pennsylvania
|
–
|
-$208K
|
-806
|
Closed
|
|
