|
1901
|
GGM Wealth Advisors
Baltimore,
Maryland
|
–
|
-$212K
|
-2,088
|
Closed
|
|
|
1902
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$212K
|
-2,088
|
Closed
|
|
|
1903
|
Aufman Associates
Sewickley,
Pennsylvania
|
–
|
-$211K
|
-2,075
|
Closed
|
|
|
1904
|
Coordinated Financial Services
Denver,
Colorado
|
–
|
-$210K
|
-2,071
|
Closed
|
|
|
1905
|
Planning Alternatives
Birmingham,
Michigan
|
–
|
-$209K
|
-2,063
|
Closed
|
|
|
1906
|
Abacus Wealth Partners
Santa Monica,
California
|
–
|
-$208K
|
-2,044
|
Closed
|
|
|
1907
|
Helen Stephens Group
Fort Worth,
Texas
|
–
|
-$207K
|
-2,041
|
Closed
|
|
|
1908
|
Stage Harbor Financial
Westwood,
Massachusetts
|
–
|
-$207K
|
-2,040
|
Closed
|
|
|
1909
|
Premier Path Wealth Partners
Madison,
New Jersey
|
–
|
-$206K
|
-2,032
|
Closed
|
|
|
1910
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$205K
|
-2,022
|
Closed
|
|
|
1911
|
Riverwater Partners
Milwaukee,
Wisconsin
|
–
|
-$205K
|
-2,016
|
Closed
|
|
|
1912
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
–
|
-$204K
|
-2,007
|
Closed
|
|
|
1913
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
–
|
-$203K
|
-2,004
|
Closed
|
|
|
1914
|
Natural Investments
Windsor,
California
|
–
|
-$203K
|
-2,004
|
Closed
|
|
|
1915
|
Northeast Investment Management
Boston,
Massachusetts
|
–
|
-$203K
|
-2,004
|
Closed
|
|
|
1916
|
Sunflower Bank
Dallas,
Texas
|
–
|
-$203K
|
-2,004
|
Closed
|
|
|
1917
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$203K
|
-2,002
|
Closed
|
|
|
1918
|
Unified Investment Management
Atlanta,
Georgia
|
–
|
-$203K
|
-2,000
|
Closed
|
|
|
1919
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
–
|
-$202K
|
-1,998
|
Closed
|
|
|
1920
|
Buttonwood Financial Group
Kansas City,
Missouri
|
–
|
-$212K
|
-1,995
|
Closed
|
|
|
1921
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
–
|
-$202K
|
-1,990
|
Closed
|
|
|
1922
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
–
|
-$202K
|
-1,986
|
Closed
|
|
|
1923
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$203K
|
-1,978
|
Closed
|
|
|
1924
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$199K
|
-1,946
|
Closed
|
|
|
1925
|
Element Wealth
Ridgeland,
Mississippi
|
–
|
-$161K
|
-1,583
|
Closed
|
|
