|
1876
|
Appleton Partners
Boston,
Massachusetts
|
–
|
-$307K
|
-2,346
|
Closed
|
|
|
1877
|
PUREfi Wealth
Boston,
Massachusetts
|
–
|
-$306K
|
-2,338
|
Closed
|
|
|
1878
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$284K
|
-2,250
|
Closed
|
|
|
1879
|
Birmingham Capital Management
Birmingham,
Alabama
|
–
|
-$278K
|
-2,125
|
Closed
|
|
|
1880
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$272K
|
-2,062
|
Closed
|
|
|
1881
|
Virtus Investment Advisers
Hartford,
Connecticut
|
–
|
-$264K
|
-2,016
|
Closed
|
|
|
1882
|
Waddell & Associates
Memphis,
Tennessee
|
–
|
-$259K
|
-1,978
|
Closed
|
|
|
1883
|
Camden National Bank
Camden,
Maine
|
–
|
-$245K
|
-1,870
|
Closed
|
|
|
1884
|
Williams & Novak
Westlake Village,
California
|
–
|
-$240K
|
-1,830
|
Closed
|
|
|
1885
|
American Trust
Lexington,
Kentucky
|
–
|
-$237K
|
-1,811
|
Closed
|
|
|
1886
|
Central Valley Advisors
Sacramento,
California
|
–
|
-$230K
|
-1,752
|
Closed
|
|
|
1887
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$226K
|
-1,721
|
Closed
|
|
|
1888
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$224K
|
-1,708
|
Closed
|
|
|
1889
|
United Advisor Group
Cincinnati,
Ohio
|
–
|
-$214K
|
-1,633
|
Closed
|
|
|
1890
|
Fairfield, Bush & Co
Darien,
Connecticut
|
–
|
-$212K
|
-1,615
|
Closed
|
|
|
1891
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$210K
|
-1,602
|
Closed
|
|
|
1892
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
–
|
-$210K
|
-1,600
|
Closed
|
|
|
1893
|
Summit Securities Group
New York
|
–
|
-$210K
|
-1,600
|
Closed
|
|
|
1894
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
–
|
-$208K
|
-1,591
|
Closed
|
|
|
1895
|
Hardy Reed
Tupelo,
Mississippi
|
–
|
-$202K
|
-1,542
|
Closed
|
|
|
1896
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
–
|
-$183K
|
-1,400
|
Closed
|
|
|
1897
|
|
–
|
-$178K
|
-1,323
|
Closed
|
|
|
1898
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$149K
|
-1,220
|
Closed
|
|
|
1899
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$148K
|
-1,129
|
Closed
|
|
|
1900
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$128K
|
-976
|
Closed
|
|
