|
1926
|
Fidelity International
Hamilton,
Bermuda
|
–
|
-$22.3M
|
-97,517
|
Closed
|
|
|
1927
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$12.5M
|
-54,590
|
Closed
|
|
|
1928
|
Single Point Partners
Boston,
Massachusetts
|
–
|
-$9.97M
|
-43,625
|
Closed
|
|
|
1929
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$9.15M
|
-40,048
|
Closed
|
|
|
1930
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$6.74M
|
-29,979
|
Closed
|
|
|
1931
|
Private Wealth Strategies
New Albany,
Ohio
|
–
|
-$29.8K
|
-29,795
|
Closed
|
|
|
1932
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
–
|
-$5.84M
|
-25,552
|
Closed
|
|
|
1933
|
Private Portfolio Partners
Paramus,
New Jersey
|
–
|
-$5.77M
|
-25,249
|
Closed
|
|
|
1934
|
Hartline Investment Corp
Winnetka,
Illinois
|
–
|
-$5.13M
|
-22,460
|
Closed
|
|
|
1935
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$5.1M
|
-22,289
|
Closed
|
|
|
1936
|
Soundmark Wealth Management
Kirkland,
Washington
|
–
|
-$4.93M
|
-21,550
|
Closed
|
|
|
1937
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$4.01M
|
-17,562
|
Closed
|
|
|
1938
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$3.32M
|
-14,512
|
Closed
|
|
|
1939
|
Radnor Capital Management
Wayne,
Pennsylvania
|
–
|
-$2.5M
|
-10,934
|
Closed
|
|
|
1940
|
Seven Post Investment Office
San Francisco,
California
|
–
|
-$2.5M
|
-10,918
|
Closed
|
|
|
1941
|
Millennium Management
New York
|
–
|
-$1.94M
|
-8,504
|
Closed
|
|
|
1942
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$1.68M
|
-7,368
|
Closed
|
|
|
1943
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
–
|
-$1.53M
|
-6,714
|
Closed
|
|
|
1944
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$1.49M
|
-6,534
|
Closed
|
|
|
1945
|
Signal Advisors Wealth
Detroit,
Michigan
|
–
|
-$1.29M
|
-5,639
|
Closed
|
|
|
1946
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$1.16M
|
-5,418
|
Closed
|
|
|
1947
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
–
|
-$1.16M
|
-5,085
|
Closed
|
|
|
1948
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
–
|
-$1.02M
|
-4,446
|
Closed
|
|
|
1949
|
New York Life Investment Management
New York
|
–
|
-$1.01M
|
-4,434
|
Closed
|
|
|
1950
|
JT Stratford LLC
Gainesville,
Georgia
|
–
|
-$957K
|
-4,186
|
Closed
|
|
