|
1926
|
LWM Advisory Services
Plantation,
Florida
|
–
|
-$440K
|
-2,157
|
Closed
|
|
|
1927
|
Relative Value Partners Group
|
–
|
-$420K
|
-2,048
|
Closed
|
|
|
1928
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$206K
|
-1,996
|
Closed
|
|
|
1929
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$386K
|
-1,879
|
Closed
|
|
|
1930
|
HighTower Trust
Houston,
Texas
|
–
|
-$382K
|
-1,861
|
Closed
|
|
|
1931
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
–
|
-$376K
|
-1,833
|
Closed
|
|
|
1932
|
Blackston Financial Advisory Group
The Villages,
Florida
|
–
|
-$391K
|
-1,789
|
Closed
|
|
|
1933
|
Berger Financial Group
Plymouth,
Minnesota
|
–
|
-$366K
|
-1,782
|
Closed
|
|
|
1934
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$352K
|
-1,747
|
Closed
|
|
|
1935
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
–
|
-$316K
|
-1,731
|
Closed
|
|
|
1936
|
Icon Wealth Partners
Houston,
Texas
|
–
|
-$350K
|
-1,707
|
Closed
|
|
|
1937
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
–
|
-$335K
|
-1,633
|
Closed
|
|
|
1938
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
–
|
-$329K
|
-1,601
|
Closed
|
|
|
1939
|
Symmetry Investments
St Helier,
Jersey
|
–
|
-$328K
|
-1,600
|
Closed
|
|
|
1940
|
Executive Wealth Management
Brighton,
Michigan
|
–
|
-$323K
|
-1,576
|
Closed
|
|
|
1941
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
–
|
-$316K
|
-1,539
|
Closed
|
|
|
1942
|
PBMares Wealth Management
Williamsburg,
Virginia
|
–
|
-$300K
|
-1,460
|
Closed
|
|
|
1943
|
Colonial River Investments
Midlothian,
Virginia
|
–
|
-$294K
|
-1,433
|
Closed
|
|
|
1944
|
Cairn Investment Group
Vancouver,
Washington
|
–
|
-$287K
|
-1,400
|
Closed
|
|
|
1945
|
Wick Capital Partners
Wayne,
Pennsylvania
|
–
|
-$287K
|
-1,400
|
Closed
|
|
|
1946
|
|
–
|
-$286K
|
-1,392
|
Closed
|
|
|
1947
|
First Bancorp
Damariscotta,
Maine
|
–
|
-$285K
|
-1,389
|
Closed
|
|
|
1948
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$275K
|
-1,345
|
Closed
|
|
|
1949
|
Jag Capital Management
St Louis,
Missouri
|
–
|
-$296K
|
-1,341
|
Closed
|
|
|
1950
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$271K
|
-1,322
|
Closed
|
|
