|
1901
|
Abacus Wealth Partners
Santa Monica,
California
|
–
|
-$208K
|
-2,044
|
Closed
|
|
|
1902
|
Helen Stephens Group
Fort Worth,
Texas
|
–
|
-$207K
|
-2,041
|
Closed
|
|
|
1903
|
Stage Harbor Financial
Westwood,
Massachusetts
|
–
|
-$207K
|
-2,040
|
Closed
|
|
|
1904
|
Premier Path Wealth Partners
Madison,
New Jersey
|
–
|
-$206K
|
-2,032
|
Closed
|
|
|
1905
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$205K
|
-2,022
|
Closed
|
|
|
1906
|
Riverwater Partners
Milwaukee,
Wisconsin
|
–
|
-$205K
|
-2,016
|
Closed
|
|
|
1907
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
–
|
-$204K
|
-2,007
|
Closed
|
|
|
1908
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
–
|
-$203K
|
-2,004
|
Closed
|
|
|
1909
|
Natural Investments
Windsor,
California
|
–
|
-$203K
|
-2,004
|
Closed
|
|
|
1910
|
Northeast Investment Management
Boston,
Massachusetts
|
–
|
-$203K
|
-2,004
|
Closed
|
|
|
1911
|
Sunflower Bank
Dallas,
Texas
|
–
|
-$203K
|
-2,004
|
Closed
|
|
|
1912
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$203K
|
-2,002
|
Closed
|
|
|
1913
|
Unified Investment Management
Atlanta,
Georgia
|
–
|
-$203K
|
-2,000
|
Closed
|
|
|
1914
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
–
|
-$202K
|
-1,998
|
Closed
|
|
|
1915
|
Buttonwood Financial Group
Kansas City,
Missouri
|
–
|
-$212K
|
-1,995
|
Closed
|
|
|
1916
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
–
|
-$202K
|
-1,990
|
Closed
|
|
|
1917
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
–
|
-$202K
|
-1,986
|
Closed
|
|
|
1918
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$203K
|
-1,978
|
Closed
|
|
|
1919
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$199K
|
-1,946
|
Closed
|
|
|
1920
|
Element Wealth
Ridgeland,
Mississippi
|
–
|
-$161K
|
-1,583
|
Closed
|
|
|
1921
|
Citadel Advisors
Miami,
Florida
|
–
|
-$134K
|
-1,328
|
Closed
|
|
|
1922
|
Castleview Partners
Dallas,
Texas
|
–
|
-$129K
|
-1,274
|
Closed
|
|
|
1923
|
Lee, Danner & Bass
Nashville,
Tennessee
|
–
|
-$122K
|
-1,200
|
Closed
|
|
|
1924
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$101K
|
-999
|
Closed
|
|
|
1925
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$97.6K
|
-961
|
Closed
|
|
