|
1851
|
FSC Wealth Advisors
Fishkill,
New York
|
–
|
-$3.94M
|
-38,838
|
Closed
|
|
|
1852
|
Prosperitas Financial
Valencia,
California
|
–
|
-$3.26M
|
-32,149
|
Closed
|
|
|
1853
|
Saxony Capital Management
St. Louis,
Missouri
|
–
|
-$3.25M
|
-31,985
|
Closed
|
|
|
1854
|
Renaissance Technologies
New York
|
–
|
-$3M
|
-29,500
|
Closed
|
|
|
1855
|
WMS Partners
Towson,
Maryland
|
–
|
-$2.06M
|
-20,278
|
Closed
|
|
|
1856
|
Turning Point Benefit Group
Frederick,
Maryland
|
–
|
-$1.5M
|
-14,922
|
Closed
|
|
|
1857
|
Winslow Capital Management
Minneapolis,
Minnesota
|
–
|
-$1.38M
|
-13,609
|
Closed
|
|
|
1858
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
–
|
-$1.34M
|
-13,173
|
Closed
|
|
|
1859
|
FWG Investments
Lexington,
Kentucky
|
–
|
-$1.21M
|
-11,883
|
Closed
|
|
|
1860
|
American Trust
Lexington,
Kentucky
|
–
|
-$1.09M
|
-10,766
|
Closed
|
|
|
1861
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$1.01M
|
-9,937
|
Closed
|
|
|
1862
|
Presidio Capital Management
San Diego,
California
|
–
|
-$981K
|
-9,665
|
Closed
|
|
|
1863
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$972K
|
-9,576
|
Closed
|
|
|
1864
|
Financial & Tax Architects
St Louis,
Missouri
|
–
|
-$859K
|
-8,456
|
Closed
|
|
|
1865
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$822K
|
-8,100
|
Closed
|
|
|
1866
|
CPR Investments
Rochester,
Michigan
|
–
|
-$749K
|
-7,377
|
Closed
|
|
|
1867
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$717K
|
-7,060
|
Closed
|
|
|
1868
|
|
–
|
-$702K
|
-6,920
|
Closed
|
|
|
1869
|
Blue Oak Capital
Menlo Park,
California
|
–
|
-$634K
|
-6,246
|
Closed
|
|
|
1870
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$602K
|
-5,925
|
Closed
|
|
|
1871
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$559K
|
-5,501
|
Closed
|
|
|
1872
|
Strata Wealth Advisors
Dallas,
Texas
|
–
|
-$555K
|
-5,462
|
Closed
|
|
|
1873
|
Mendel Money Management
Northbrook,
Illinois
|
–
|
-$539K
|
-5,306
|
Closed
|
|
|
1874
|
Corebridge Financial
Houston,
Texas
|
–
|
-$508K
|
-5,000
|
Closed
|
|
|
1875
|
Axim Planning & Wealth
Springboro,
Ohio
|
–
|
-$457K
|
-4,505
|
Closed
|
|
