|
1901
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
–
|
-$256K
|
-1,356
|
Closed
|
|
|
1902
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$240K
|
-1,269
|
Closed
|
|
|
1903
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$234K
|
-1,236
|
Closed
|
|
|
1904
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
–
|
-$232K
|
-1,229
|
Closed
|
|
|
1905
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
–
|
-$232K
|
-1,225
|
Closed
|
|
|
1906
|
Aviance Capital Partners
Naples,
Florida
|
–
|
-$229K
|
-1,210
|
Closed
|
|
|
1907
|
|
–
|
-$228K
|
-1,207
|
Closed
|
|
|
1908
|
Kraft Davis & Associates
St. Louis,
Missouri
|
–
|
-$218K
|
-1,192
|
Closed
|
|
|
1909
|
RHS Financial
San Francisco,
California
|
–
|
-$222K
|
-1,174
|
Closed
|
|
|
1910
|
Drake & Associates
Waukesha,
Wisconsin
|
–
|
-$202K
|
-1,070
|
Closed
|
|
|
1911
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
–
|
-$200K
|
-1,059
|
Closed
|
|
|
1912
|
EARNEST Partners
Atlanta,
Georgia
|
–
|
-$152K
|
-805
|
Closed
|
|
|
1913
|
Macroview Investment Management
Bethesda,
Maryland
|
–
|
-$121K
|
-640
|
Closed
|
|
|
1914
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$71.3K
|
-377
|
Closed
|
|
|
1915
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
–
|
-$50.5K
|
-267
|
Closed
|
|
|
1916
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
–
|
-$42.2K
|
-223
|
Closed
|
|
|
1917
|
Magnolia Capital Management
Cold Spring,
New York
|
–
|
-$27K
|
-143
|
Closed
|
|
|
1918
|
Castleview Partners
Dallas,
Texas
|
–
|
-$22.9K
|
-121
|
Closed
|
|
|
1919
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
–
|
-$17.8K
|
-94
|
Closed
|
|
|
1920
|
Fuller & Thaler Asset Management
San Mateo,
California
|
–
|
-$16K
|
-84
|
Closed
|
|
|
1921
|
Buck Wealth Strategies
Denver,
Colorado
|
–
|
-$13.8K
|
-73
|
Closed
|
|
|
1922
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
–
|
-$9.45K
|
-50
|
Closed
|
|
|
1923
|
Integrity Financial
Cheyenne,
Wyoming
|
–
|
-$8.51K
|
-45
|
Closed
|
|
|
1924
|
Valley Wealth Managers
Paramus,
New Jersey
|
–
|
-$7.75K
|
-41
|
Closed
|
|
|
1925
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$6.81K
|
-36
|
Closed
|
|
