|
1926
|
49 Wealth Management
Austin,
Texas
|
–
|
-$333K
|
-5,325
|
Closed
|
|
|
1927
|
James J. Burns & Company
Melville,
New York
|
–
|
-$332K
|
-5,312
|
Closed
|
|
|
1928
|
Summitry LLC
Foster City,
California
|
–
|
-$326K
|
-5,214
|
Closed
|
|
|
1929
|
Man Group
London,
United Kingdom
|
–
|
-$319K
|
-5,102
|
Closed
|
|
|
1930
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
–
|
-$372K
|
-5,055
|
Closed
|
|
|
1931
|
McDonald Partners
Cleveland,
Ohio
|
–
|
-$314K
|
-5,020
|
Closed
|
|
|
1932
|
Clarendon Private
Boston,
Massachusetts
|
–
|
-$312K
|
-4,998
|
Closed
|
|
|
1933
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
–
|
-$304K
|
-4,865
|
Closed
|
|
|
1934
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
–
|
-$296K
|
-4,737
|
Closed
|
|
|
1935
|
|
–
|
-$291K
|
-4,658
|
Closed
|
|
|
1936
|
Everhart Financial Group
Dublin,
Ohio
|
–
|
-$289K
|
-4,624
|
Closed
|
|
|
1937
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
–
|
-$287K
|
-4,593
|
Closed
|
|
|
1938
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$319K
|
-4,590
|
Closed
|
|
|
1939
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
–
|
-$285K
|
-4,554
|
Closed
|
|
|
1940
|
Inscription Capital
Houston,
Texas
|
–
|
-$283K
|
-4,530
|
Closed
|
|
|
1941
|
Mairs & Power Inc
St Paul,
Minnesota
|
–
|
-$283K
|
-4,524
|
Closed
|
|
|
1942
|
GSB Wealth Management
Guilford,
Connecticut
|
–
|
-$281K
|
-4,506
|
Closed
|
|
|
1943
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
–
|
-$281K
|
-4,501
|
Closed
|
|
|
1944
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
–
|
-$279K
|
-4,472
|
Closed
|
|
|
1945
|
Omnia Family Wealth
Aventura,
Florida
|
–
|
-$279K
|
-4,437
|
Closed
|
|
|
1946
|
Quotient Wealth Partners
Dallas,
Texas
|
–
|
-$271K
|
-4,346
|
Closed
|
|
|
1947
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$268K
|
-4,284
|
Closed
|
|
|
1948
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
–
|
-$269K
|
-4,277
|
Closed
|
|
|
1949
|
Breakwater Capital Group
Paramus,
New Jersey
|
–
|
-$261K
|
-4,184
|
Closed
|
|
|
1950
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
–
|
-$259K
|
-4,153
|
Closed
|
|
