|
1901
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$225K
|
-1,378
|
Closed
|
|
|
1902
|
World Equity Group
Schaumburg,
Illinois
|
–
|
-$223K
|
-1,368
|
Closed
|
|
|
1903
|
Northwest Bancshares
Warren,
Pennsylvania
|
–
|
-$223K
|
-1,366
|
Closed
|
|
|
1904
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
–
|
-$223K
|
-1,363
|
Closed
|
|
|
1905
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
–
|
-$221K
|
-1,352
|
Closed
|
|
|
1906
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$221K
|
-1,352
|
Closed
|
|
|
1907
|
Hendershot Investments
Centreville,
Virginia
|
–
|
-$221K
|
-1,350
|
Closed
|
|
|
1908
|
Vernal Point Advisors
San Francisco,
California
|
–
|
-$220K
|
-1,349
|
Closed
|
|
|
1909
|
Wealthstream Advisors
New York
|
–
|
-$219K
|
-1,338
|
Closed
|
|
|
1910
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$218K
|
-1,335
|
Closed
|
|
|
1911
|
Members Trust
Tampa,
Florida
|
–
|
-$218K
|
-1,332
|
Closed
|
|
|
1912
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
–
|
-$217K
|
-1,330
|
Closed
|
|
|
1913
|
Capula Management
Grand Cayman,
Cayman Islands
|
–
|
-$217K
|
-1,326
|
Closed
|
|
|
1914
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
–
|
-$216K
|
-1,320
|
Closed
|
|
|
1915
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$216K
|
-1,320
|
Closed
|
|
|
1916
|
Elevatus Welath Management
Victor,
New York
|
–
|
-$215K
|
-1,318
|
Closed
|
|
|
1917
|
MBA Advisors
Hermitage,
Pennsylvania
|
–
|
-$215K
|
-1,317
|
Closed
|
|
|
1918
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$214K
|
-1,312
|
Closed
|
|
|
1919
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
–
|
-$214K
|
-1,312
|
Closed
|
|
|
1920
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
–
|
-$214K
|
-1,308
|
Closed
|
|
|
1921
|
Wendell David Associates
Portsmouth,
New Hampshire
|
–
|
-$213K
|
-1,305
|
Closed
|
|
|
1922
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
–
|
-$213K
|
-1,304
|
Closed
|
|
|
1923
|
Cardiff Park Advisors
Carlsbad,
California
|
–
|
-$213K
|
-1,304
|
Closed
|
|
|
1924
|
TruWealth Advisors
Metairie,
Louisiana
|
–
|
-$212K
|
-1,299
|
Closed
|
|
|
1925
|
Collaborative Wealth Management
Lake Mary,
Florida
|
–
|
-$212K
|
-1,298
|
Closed
|
|
