|
1951
|
Straight Path Wealth Management
Jenison,
Michigan
|
–
|
-$234K
|
-857
|
Closed
|
|
|
1952
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$233K
|
-853
|
Closed
|
|
|
1953
|
Unigestion Holding
Geneva,
Switzerland
|
–
|
-$229K
|
-836
|
Closed
|
|
|
1954
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$219K
|
-801
|
Closed
|
|
|
1955
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$212K
|
-777
|
Closed
|
|
|
1956
|
RIA Advisory Group
Des Moines,
Iowa
|
–
|
-$208K
|
-760
|
Closed
|
|
|
1957
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$201K
|
-736
|
Closed
|
|
|
1958
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$137K
|
-501
|
Closed
|
|
|
1959
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
-$137K
|
-500
|
Closed
|
|
|
1960
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$134K
|
-489
|
Closed
|
|
|
1961
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$109K
|
-399
|
Closed
|
|
|
1962
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$108K
|
-397
|
Closed
|
|
|
1963
|
Register Financial Advisors
Atlanta,
Georgia
|
–
|
-$80.4K
|
-294
|
Closed
|
|
|
1964
|
EARNEST Partners
Atlanta,
Georgia
|
–
|
-$46.2K
|
-169
|
Closed
|
|
|
1965
|
West Branch Capital
Amherst,
Massachusetts
|
–
|
-$34.2K
|
-125
|
Closed
|
|
|
1966
|
Country Trust Bank
Bloomington,
Illinois
|
–
|
-$27.6K
|
-101
|
Closed
|
|
|
1967
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$27.3K
|
-100
|
Closed
|
|
|
1968
|
|
–
|
-$18.3K
|
-67
|
Closed
|
|
|
1969
|
Rock Creek Group
Washington,
District of Columbia
|
–
|
-$12.3K
|
-45
|
Closed
|
|
|
1970
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
–
|
-$12K
|
-44
|
Closed
|
|
|
1971
|
Carmel Capital Partners
San Diego,
California
|
–
|
-$7.38K
|
-27
|
Closed
|
|
|
1972
|
RFP Financial Group
Atlanta,
Georgia
|
–
|
-$7.38K
|
-27
|
Closed
|
|
|
1973
|
Founders Capital Management (Texas)
Houston,
Texas
|
–
|
-$6.29K
|
-23
|
Closed
|
|
|
1974
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
–
|
-$6.01K
|
-22
|
Closed
|
|
|
1975
|
Albion Financial Group
Salt Lake City,
Utah
|
–
|
-$5.47K
|
-20
|
Closed
|
|
