|
1876
|
Elm Advisors
Burlingame,
California
|
–
|
-$122K
|
-2,365
|
Closed
|
|
|
1877
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$109K
|
-2,115
|
Closed
|
|
|
1878
|
WP Advisors
San Francisco,
California
|
–
|
-$97K
|
-1,889
|
Closed
|
|
|
1879
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
–
|
-$95K
|
-1,845
|
Closed
|
|
|
1880
|
Lloyds Banking Group
London,
United Kingdom
|
–
|
-$79K
|
-1,535
|
Closed
|
|
|
1881
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
–
|
-$73K
|
-1,422
|
Closed
|
|
|
1882
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$62K
|
-1,210
|
Closed
|
|
|
1883
|
Monument Capital Management
Alexandria,
Virginia
|
–
|
-$52K
|
-1,016
|
Closed
|
|
|
1884
|
Asset Advisors Investment Management
Augusta,
Georgia
|
–
|
-$43K
|
-834
|
Closed
|
|
|
1885
|
Barnett & Company
Chattanooga,
Tennessee
|
–
|
-$33K
|
-640
|
Closed
|
|
|
1886
|
Southport Capital Management
Chattanooga,
Tennessee
|
–
|
-$32K
|
-625
|
Closed
|
|
|
1887
|
Trilogy Capital
Irvine,
California
|
–
|
-$31K
|
-592
|
Closed
|
|
|
1888
|
Isthmus Partners
Madison,
Wisconsin
|
–
|
-$30K
|
-573
|
Closed
|
|
|
1889
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$25K
|
-516
|
Closed
|
|
|
1890
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
–
|
-$21K
|
-400
|
Closed
|
|
|
1891
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
–
|
-$21K
|
-400
|
Closed
|
|
|
1892
|
Townsend & Associates
Westminster,
Colorado
|
–
|
-$21K
|
-400
|
Closed
|
|
|
1893
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$18K
|
-350
|
Closed
|
|
|
1894
|
Ballew Advisors
Jackson,
Mississippi
|
–
|
-$15K
|
-315
|
Closed
|
|
|
1895
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$15K
|
-289
|
Closed
|
|
|
1896
|
Assured Investment Management
New York
|
–
|
-$15K
|
-282
|
Closed
|
|
|
1897
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$12K
|
-223
|
Closed
|
|
|
1898
|
American National Bank & Trust
Wichita Falls,
Texas
|
–
|
-$11K
|
-218
|
Closed
|
|
|
1899
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
–
|
-$11K
|
-210
|
Closed
|
|
|
1900
|
Brasada Capital Management
Houston,
Texas
|
–
|
-$5K
|
-94
|
Closed
|
|
