|
1901
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
–
|
-$347K
|
-3,624
|
Closed
|
|
|
1902
|
Osborne Partners Capital Management
San Francisco,
California
|
–
|
-$346K
|
-3,609
|
Closed
|
|
|
1903
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$304K
|
-3,172
|
Closed
|
|
|
1904
|
Summit Trail Advisors
New York
|
–
|
-$291K
|
-3,036
|
Closed
|
|
|
1905
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$288K
|
-3,012
|
Closed
|
|
|
1906
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$284K
|
-2,962
|
Closed
|
|
|
1907
|
Brown Miller Wealth Management
Mclean,
Virginia
|
–
|
-$283K
|
-2,959
|
Closed
|
|
|
1908
|
Newport Capital Group
Red Bank,
New Jersey
|
–
|
-$281K
|
-2,934
|
Closed
|
|
|
1909
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
–
|
-$280K
|
-2,921
|
Closed
|
|
|
1910
|
Insigneo Advisory Services
Miami,
Florida
|
–
|
-$262K
|
-2,734
|
Closed
|
|
|
1911
|
Wealth Quarterback
Toms River,
New Jersey
|
–
|
-$244K
|
-2,551
|
Closed
|
|
|
1912
|
Royal Harbor Partners
Houston,
Texas
|
–
|
-$216K
|
-2,253
|
Closed
|
|
|
1913
|
Safeguard Financial
Minocqua,
Wisconsin
|
–
|
-$214K
|
-2,237
|
Closed
|
|
|
1914
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
–
|
-$211K
|
-2,203
|
Closed
|
|
|
1915
|
Andrew Hill Investment Advisors
Naples,
Florida
|
–
|
-$210K
|
-2,197
|
Closed
|
|
|
1916
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
–
|
-$210K
|
-2,188
|
Closed
|
|
|
1917
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
–
|
-$209K
|
-2,186
|
Closed
|
|
|
1918
|
Goodman Advisory Group
Needham,
Massachusetts
|
–
|
-$205K
|
-2,143
|
Closed
|
|
|
1919
|
T. Rowe Price Associates
Baltimore,
Maryland
|
–
|
-$203K
|
-2,119
|
Closed
|
|
|
1920
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$158K
|
-1,645
|
Closed
|
|
|
1921
|
Hobbs Group Advisors
Columbia,
South Carolina
|
–
|
-$128K
|
-1,335
|
Closed
|
|
|
1922
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$48.9K
|
-511
|
Closed
|
|
|
1923
|
Breakwater Investment Management
Seattle,
Washington
|
–
|
-$44K
|
-460
|
Closed
|
|
|
1924
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$32K
|
-334
|
Closed
|
|
|
1925
|
Providence Capital Advisors
Charlotte,
North Carolina
|
–
|
-$31K
|
-324
|
Closed
|
|
