|
1901
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$148K
|
-1,129
|
Closed
|
|
|
1902
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$128K
|
-976
|
Closed
|
|
|
1903
|
Kieckhefer Group
Mequon,
Wisconsin
|
–
|
-$118K
|
-900
|
Closed
|
|
|
1904
|
Capital & Planning LLC
Jonesboro,
Georgia
|
–
|
-$112K
|
-857
|
Closed
|
|
|
1905
|
Arrowpoint Investment Partners
Singapore
|
–
|
-$108K
|
-804
|
Closed
|
|
|
1906
|
South Plains Financial
Lubbock,
Texas
|
–
|
-$87.1K
|
-665
|
Closed
|
|
|
1907
|
Cyrus J. Lawrence
New York
|
–
|
-$83K
|
-640
|
Closed
|
|
|
1908
|
EnRich Financial Partners
Madison,
Wisconsin
|
–
|
-$59K
|
-450
|
Closed
|
|
|
1909
|
Pathway Financial Advisers
Auburn,
Indiana
|
–
|
-$55.5K
|
-424
|
Closed
|
|
|
1910
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$53.2K
|
-406
|
Closed
|
|
|
1911
|
Evelyn Partners Investment Management Services
London,
|
–
|
-$52.4K
|
-400
|
Closed
|
|
|
1912
|
Eagle Bay Advisors
New York
|
–
|
-$50.1K
|
-379
|
Closed
|
|
|
1913
|
Financially Speaking
Greenwood Village,
Colorado
|
–
|
-$49.4K
|
-377
|
Closed
|
|
|
1914
|
Bayforest Capital
London,
United Kingdom
|
–
|
-$49K
|
-374
|
Closed
|
|
|
1915
|
Hantz Financial Services
Southfield,
Michigan
|
–
|
-$47K
|
-357
|
Closed
|
|
|
1916
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$44.4K
|
-307
|
Closed
|
|
|
1917
|
Menard Financial Group
Houston,
Texas
|
–
|
-$37.7K
|
-288
|
Closed
|
|
|
1918
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$26.1K
|
-200
|
Closed
|
|
|
1919
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$25K
|
-191
|
Closed
|
|
|
1920
|
Centerpoint Advisors
Needham,
Massachusetts
|
–
|
-$23K
|
-175
|
Closed
|
|
|
1921
|
Caitlin John
Brighton,
Michigan
|
–
|
-$22.5K
|
-171
|
Closed
|
|
|
1922
|
JDM Financial Group
Austin,
Texas
|
–
|
-$13.5K
|
-100
|
Closed
|
|
|
1923
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$6.51K
|
-50
|
Closed
|
|
|
1924
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
–
|
-$5.84K
|
-45
|
Closed
|
|
|
1925
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
–
|
-$4.49K
|
-34
|
Closed
|
|
