|
1876
|
Puff Wealth Management
Haddonfield,
New Jersey
|
–
|
-$270K
|
-9,641
|
Closed
|
|
|
1877
|
Client 1st Advisory Group
Dunedin,
Florida
|
–
|
-$269K
|
-9,615
|
Closed
|
|
|
1878
|
Accel Wealth Management
Waverly,
Iowa
|
–
|
-$259K
|
-9,275
|
Closed
|
|
|
1879
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$249K
|
-8,898
|
Closed
|
|
|
1880
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$241K
|
-8,637
|
Closed
|
|
|
1881
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$238K
|
-8,525
|
Closed
|
|
|
1882
|
New Hampshire Trust
Concord,
New Hampshire
|
–
|
-$234K
|
-8,355
|
Closed
|
|
|
1883
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
–
|
-$231K
|
-8,250
|
Closed
|
|
|
1884
|
Eisler Capital Management
London,
United Kingdom
|
–
|
-$223K
|
-7,992
|
Closed
|
|
|
1885
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$222K
|
-7,943
|
Closed
|
|
|
1886
|
Gimbal Financial
Carmel,
Indiana
|
–
|
-$220K
|
-7,875
|
Closed
|
|
|
1887
|
Clifford Swan Investment Counsel
Pasadena,
California
|
–
|
-$219K
|
-7,823
|
Closed
|
|
|
1888
|
Canopy Partners
Cincinnati,
Ohio
|
–
|
-$218K
|
-7,814
|
Closed
|
|
|
1889
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$215K
|
-7,694
|
Closed
|
|
|
1890
|
Flavin Financial Services
Melbourne,
Florida
|
–
|
-$214K
|
-7,664
|
Closed
|
|
|
1891
|
Lazari Capital Management
Woodland Hills,
California
|
–
|
-$211K
|
-7,542
|
Closed
|
|
|
1892
|
Glenview Trust
Louisville,
Kentucky
|
–
|
-$211K
|
-7,531
|
Closed
|
|
|
1893
|
Peak Asset Management
Louisville,
Colorado
|
–
|
-$210K
|
-7,500
|
Closed
|
|
|
1894
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
–
|
-$207K
|
-7,416
|
Closed
|
|
|
1895
|
|
–
|
-$205K
|
-7,348
|
Closed
|
|
|
1896
|
MKD Wealth Coaches
Troy,
Michigan
|
–
|
-$203K
|
-7,261
|
Closed
|
|
|
1897
|
PGIM Custom Harvest
Newark,
New Jersey
|
–
|
-$202K
|
-7,239
|
Closed
|
|
|
1898
|
Continental Investors Services
Longview,
Washington
|
–
|
-$202K
|
-7,231
|
Closed
|
|
|
1899
|
Manchester Financial
Westlake Village,
California
|
–
|
-$202K
|
-7,218
|
Closed
|
|
|
1900
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
–
|
-$134K
|
-4,806
|
Closed
|
|
