|
1951
|
ClearBridge Investments
New York
|
–
|
-$268K
|
-1,305
|
Closed
|
|
|
1952
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$265K
|
-1,290
|
Closed
|
|
|
1953
|
Wealth Management Solutions
Exton,
Pennsylvania
|
–
|
-$260K
|
-1,265
|
Closed
|
|
|
1954
|
Source Financial Advisors
New York
|
–
|
-$258K
|
-1,259
|
Closed
|
|
|
1955
|
Foster & Motley
Cincinnati,
Ohio
|
–
|
-$254K
|
-1,236
|
Closed
|
|
|
1956
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
–
|
-$252K
|
-1,229
|
Closed
|
|
|
1957
|
Southland Equity Partners
Wildwood,
Missouri
|
–
|
-$250K
|
-1,218
|
Closed
|
|
|
1958
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$250K
|
-1,217
|
Closed
|
|
|
1959
|
Polen Capital Management
Boca Raton,
Florida
|
–
|
-$249K
|
-1,215
|
Closed
|
|
|
1960
|
Grassi Investment Management
Santa Clara,
California
|
–
|
-$247K
|
-1,205
|
Closed
|
|
|
1961
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$246K
|
-1,200
|
Closed
|
|
|
1962
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$245K
|
-1,194
|
Closed
|
|
|
1963
|
Cahill Wealth Management
Portage,
Michigan
|
–
|
-$239K
|
-1,166
|
Closed
|
|
|
1964
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
–
|
-$237K
|
-1,158
|
Closed
|
|
|
1965
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
–
|
-$236K
|
-1,150
|
Closed
|
|
|
1966
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
–
|
-$235K
|
-1,143
|
Closed
|
|
|
1967
|
180 Wealth Advisors
Federal Way,
Washington
|
–
|
-$229K
|
-1,137
|
Closed
|
|
|
1968
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$233K
|
-1,135
|
Closed
|
|
|
1969
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$252K
|
-1,134
|
Closed
|
|
|
1970
|
Financial Network Wealth Management
Draper,
Utah
|
–
|
-$232K
|
-1,129
|
Closed
|
|
|
1971
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$230K
|
-1,124
|
Closed
|
|
|
1972
|
MSH Capital Advisors
Scottsdale,
Arizona
|
–
|
-$230K
|
-1,121
|
Closed
|
|
|
1973
|
Exchange Capital Management
Ann Arbor,
Michigan
|
–
|
-$229K
|
-1,118
|
Closed
|
|
|
1974
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$228K
|
-1,113
|
Closed
|
|
|
1975
|
Cabot Wealth Management
Salem,
Massachusetts
|
–
|
-$228K
|
-1,111
|
Closed
|
|
