|
1926
|
Westpac Banking Corp
Sydney,
Australia
|
–
|
-$125K
|
-2,753
|
Closed
|
|
|
1927
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$121K
|
-2,676
|
Closed
|
|
|
1928
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
–
|
-$91K
|
-2,000
|
Closed
|
|
|
1929
|
Firestone Capital Management
Coral Gables,
Florida
|
–
|
-$92K
|
-1,940
|
Closed
|
|
|
1930
|
Prentice Wealth Management
Rochester,
New York
|
–
|
-$65K
|
-1,424
|
Closed
|
|
|
1931
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
–
|
-$64K
|
-1,415
|
Closed
|
|
|
1932
|
Alpha Paradigm Partners
Chicago,
Illinois
|
–
|
-$64K
|
-1,401
|
Closed
|
|
|
1933
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
–
|
-$63.6K
|
-1,370
|
Closed
|
|
|
1934
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$57K
|
-1,243
|
Closed
|
|
|
1935
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$57K
|
-1,241
|
Closed
|
|
|
1936
|
Sterling Financial Planning
Sparta,
New Jersey
|
–
|
-$52K
|
-1,140
|
Closed
|
|
|
1937
|
Ironwood Financial
Tucson,
Arizona
|
–
|
-$46K
|
-1,012
|
Closed
|
|
|
1938
|
Neo Ivy Capital Management
New York
|
–
|
-$38K
|
-979
|
Closed
|
|
|
1939
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$29K
|
-628
|
Closed
|
|
|
1940
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$25K
|
-554
|
Closed
|
|
|
1941
|
RPG Investment Advisory
Pleasanton,
California
|
–
|
-$18K
|
-400
|
Closed
|
|
|
1942
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
–
|
-$17K
|
-372
|
Closed
|
|
|
1943
|
Trust Company
Manhattan,
Kansas
|
–
|
-$16K
|
-345
|
Closed
|
|
|
1944
|
Regency Capital Management
Honolulu,
Hawaii
|
–
|
-$14K
|
-300
|
Closed
|
|
|
1945
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
-$13K
|
-281
|
Closed
|
|
|
1946
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$12K
|
-266
|
Closed
|
|
|
1947
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
–
|
-$11K
|
-250
|
Closed
|
|
|
1948
|
Better Money Decisions
Santa Fe,
New Mexico
|
–
|
-$7K
|
-159
|
Closed
|
|
|
1949
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$5K
|
-100
|
Closed
|
|
|
1950
|
Red Tortoise LLC
Atlanta,
Georgia
|
–
|
-$2K
|
-58
|
Closed
|
|
