|
1926
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
–
|
-$441K
|
-2,069
|
Closed
|
|
|
1927
|
Certus Wealth Management
Redwood City,
California
|
–
|
-$434K
|
-2,035
|
Closed
|
|
|
1928
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
–
|
-$427K
|
-2,009
|
Closed
|
|
|
1929
|
Bosun Asset Management
Chicago,
Illinois
|
–
|
-$427K
|
-2,000
|
Closed
|
|
|
1930
|
Schonfeld Strategic Advisors
New York
|
–
|
-$402K
|
-1,886
|
Closed
|
|
|
1931
|
LifePro Asset Management
San Diego,
California
|
–
|
-$399K
|
-1,872
|
Closed
|
|
|
1932
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$366K
|
-1,716
|
Closed
|
|
|
1933
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
–
|
-$318K
|
-1,493
|
Closed
|
|
|
1934
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$311K
|
-1,459
|
Closed
|
|
|
1935
|
Sterling Group Wealth Management
Pasadena,
California
|
–
|
-$286K
|
-1,338
|
Closed
|
|
|
1936
|
DDD Partners
Bellevue,
Washington
|
–
|
-$284K
|
-1,332
|
Closed
|
|
|
1937
|
GSG Advisors
Mount Laurel,
New Jersey
|
–
|
-$246K
|
-1,191
|
Closed
|
|
|
1938
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$254K
|
-1,189
|
Closed
|
|
|
1939
|
Sollinda Capital Management
Miami,
Florida
|
–
|
-$253K
|
-1,188
|
Closed
|
|
|
1940
|
Harris Associates
Chicago,
Illinois
|
–
|
-$250K
|
-1,174
|
Closed
|
|
|
1941
|
Copperleaf Capital
Raleigh,
North Carolina
|
–
|
-$250K
|
-1,171
|
Closed
|
|
|
1942
|
Well Done LLC
Holland,
Michigan
|
–
|
-$249K
|
-1,169
|
Closed
|
|
|
1943
|
WESPAC Advisors
Orinda,
California
|
–
|
-$245K
|
-1,148
|
Closed
|
|
|
1944
|
PBMares Wealth Management
Williamsburg,
Virginia
|
–
|
-$233K
|
-1,095
|
Closed
|
|
|
1945
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$216K
|
-1,012
|
Closed
|
|
|
1946
|
London Company of Virginia
Richmond,
Virginia
|
–
|
-$215K
|
-1,009
|
Closed
|
|
|
1947
|
Aureus Asset Management
Boston,
Massachusetts
|
–
|
-$215K
|
-1,007
|
Closed
|
|
|
1948
|
Values Added Financial
Washington,
District of Columbia
|
–
|
-$215K
|
-1,006
|
Closed
|
|
|
1949
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$213K
|
-997
|
Closed
|
|
|
1950
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
–
|
-$209K
|
-978
|
Closed
|
|
