|
1901
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$383K
|
-4,578
|
Closed
|
|
|
1902
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
–
|
-$380K
|
-4,540
|
Closed
|
|
|
1903
|
Calton & Associates
Tampa,
Florida
|
–
|
-$377K
|
-4,504
|
Closed
|
|
|
1904
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
–
|
-$368K
|
-4,401
|
Closed
|
|
|
1905
|
Inlet Private Wealth
Jupiter,
Florida
|
–
|
-$341K
|
-4,074
|
Closed
|
|
|
1906
|
Wealthquest
Cincinnati,
Ohio
|
–
|
-$319K
|
-3,810
|
Closed
|
|
|
1907
|
West Bancorporation
West Des Moines,
Iowa
|
–
|
-$311K
|
-3,716
|
Closed
|
|
|
1908
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
–
|
-$304K
|
-3,630
|
Closed
|
|
|
1909
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$315K
|
-3,590
|
Closed
|
|
|
1910
|
Bosun Asset Management
Chicago,
Illinois
|
–
|
-$300K
|
-3,581
|
Closed
|
|
|
1911
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
–
|
-$298K
|
-3,559
|
Closed
|
|
|
1912
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$298K
|
-3,557
|
Closed
|
|
|
1913
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$273K
|
-3,264
|
Closed
|
|
|
1914
|
Anchor Capital Advisors
Boston,
Massachusetts
|
–
|
-$270K
|
-3,229
|
Closed
|
|
|
1915
|
Zhang Financial
Portage,
Michigan
|
–
|
-$267K
|
-3,185
|
Closed
|
|
|
1916
|
The Family Firm
Bethesda,
Maryland
|
–
|
-$265K
|
-3,172
|
Closed
|
|
|
1917
|
Landaas & Company
Milwaukee,
Wisconsin
|
–
|
-$265K
|
-3,171
|
Closed
|
|
|
1918
|
Crestmont Private Wealth
Houston,
Texas
|
–
|
-$261K
|
-3,124
|
Closed
|
|
|
1919
|
S.E.E.D. Planning Group
Binghamton,
New York
|
–
|
-$261K
|
-3,114
|
Closed
|
|
|
1920
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
–
|
-$260K
|
-3,111
|
Closed
|
|
|
1921
|
Taurus Asset Management
New York
|
–
|
-$251K
|
-3,000
|
Closed
|
|
|
1922
|
Norway Savings Bank
Portland,
Maine
|
–
|
-$249K
|
-2,972
|
Closed
|
|
|
1923
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
–
|
-$248K
|
-2,967
|
Closed
|
|
|
1924
|
Outfitter Financial
Brunswick,
Maine
|
–
|
-$246K
|
-2,936
|
Closed
|
|
|
1925
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
–
|
-$244K
|
-2,918
|
Closed
|
|
