|
1901
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$203K
|
-1,548
|
Closed
|
|
|
1902
|
Morningstar Investment Management
Chicago,
Illinois
|
–
|
-$204K
|
-1,548
|
Closed
|
|
|
1903
|
King Wealth Management Group
Naples,
Florida
|
–
|
-$204K
|
-1,547
|
Closed
|
|
|
1904
|
Sweet Financial Partners
Fairmont,
Minnesota
|
–
|
-$204K
|
-1,547
|
Closed
|
|
|
1905
|
Meridian Wealth Advisors
Austin,
Texas
|
–
|
-$204K
|
-1,544
|
Closed
|
|
|
1906
|
Regatta Capital Group
El Segundo,
California
|
–
|
-$203K
|
-1,540
|
Closed
|
|
|
1907
|
RIA Advisory Group
Des Moines,
Iowa
|
–
|
-$203K
|
-1,540
|
Closed
|
|
|
1908
|
Investmark Advisory Group
Shelton,
Connecticut
|
–
|
-$203K
|
-1,539
|
Closed
|
|
|
1909
|
Gryphon Financial Partners
Columbus,
Ohio
|
–
|
-$203K
|
-1,537
|
Closed
|
|
|
1910
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
–
|
-$203K
|
-1,536
|
Closed
|
|
|
1911
|
Veracity Capital
Atlanta,
Georgia
|
–
|
-$202K
|
-1,531
|
Closed
|
|
|
1912
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
–
|
-$202K
|
-1,530
|
Closed
|
|
|
1913
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$201K
|
-1,524
|
Closed
|
|
|
1914
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$201K
|
-1,521
|
Closed
|
|
|
1915
|
MTM Investment Management
Spartanburg,
South Carolina
|
–
|
-$201K
|
-1,520
|
Closed
|
|
|
1916
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$200K
|
-1,519
|
Closed
|
|
|
1917
|
Legacy Trust
Grand Rapids,
Michigan
|
–
|
-$200K
|
-1,518
|
Closed
|
|
|
1918
|
Wambolt & Associates
Littleton,
Colorado
|
–
|
-$200K
|
-1,518
|
Closed
|
|
|
1919
|
FSM Wealth Advisors
Cleveland,
Ohio
|
–
|
-$201K
|
-1,509
|
Closed
|
|
|
1920
|
Auxano Advisors
Bellevue,
Washington
|
–
|
-$246K
|
-1,485
|
Closed
|
|
|
1921
|
Bosun Asset Management
Chicago,
Illinois
|
–
|
-$187K
|
-1,418
|
Closed
|
|
|
1922
|
Summit Securities Group
New York
|
–
|
-$185K
|
-1,403
|
Closed
|
|
|
1923
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
–
|
-$680K
|
-1,390
|
Closed
|
|
|
1924
|
|
–
|
-$165K
|
-1,253
|
Closed
|
|
|
1925
|
Crewe Advisors
Salt Lake City,
Utah
|
–
|
-$158K
|
-1,195
|
Closed
|
|
