|
1926
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$90.1K
|
-314
|
Closed
|
|
|
1927
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$82K
|
-266
|
Closed
|
|
|
1928
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$74.3K
|
-259
|
Closed
|
|
|
1929
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$62.6K
|
-218
|
Closed
|
|
|
1930
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$55.7K
|
-194
|
Closed
|
|
|
1931
|
Evergreen Advisors
Chattanooga,
Tennessee
|
–
|
-$53.9K
|
-188
|
Closed
|
|
|
1932
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$47.9K
|
-167
|
Closed
|
|
|
1933
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$41.3K
|
-144
|
Closed
|
|
|
1934
|
Ballast Advisors
Woodbury,
Minnesota
|
–
|
-$35.9K
|
-125
|
Closed
|
|
|
1935
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$33.6K
|
-117
|
Closed
|
|
|
1936
|
Team Financial Group
Temecula,
California
|
–
|
-$28.7K
|
-100
|
Closed
|
|
|
1937
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$28.7K
|
-100
|
Closed
|
|
|
1938
|
New Age Alpha Advisors
Rye,
New York
|
–
|
-$23.5K
|
-82
|
Closed
|
|
|
1939
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$22.7K
|
-79
|
Closed
|
|
|
1940
|
Group One Trading
Chicago,
Illinois
|
–
|
-$21.9K
|
-71
|
Closed
|
|
|
1941
|
Bayforest Capital
London,
United Kingdom
|
–
|
-$18.7K
|
-65
|
Closed
|
|
|
1942
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$17.2K
|
-60
|
Closed
|
|
|
1943
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$6.33K
|
-22
|
Closed
|
|
|
1944
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$6.03K
|
-21
|
Closed
|
|
|
1945
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$3.73K
|
-13
|
Closed
|
|
|
1946
|
Capital & Planning LLC
Jonesboro,
Georgia
|
–
|
-$3.44K
|
-12
|
Closed
|
|
|
1947
|
GoalVest Advisory
New York
|
–
|
-$2.58K
|
-9
|
Closed
|
|
|
1948
|
Security National Bank
Omaha,
Nebraska
|
–
|
-$2.58K
|
-9
|
Closed
|
|
|
1949
|
Kennebec Savings Bank
Augusta,
Maine
|
–
|
-$2.01K
|
-7
|
Closed
|
|
|
1950
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$1.72K
|
-6
|
Closed
|
|
