|
1926
|
Family Management
New York
|
–
|
-$242K
|
-5,771
|
Closed
|
|
|
1927
|
Dopkins Wealth Management
Williamsville,
New York
|
–
|
-$240K
|
-5,717
|
Closed
|
|
|
1928
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$235K
|
-5,602
|
Closed
|
|
|
1929
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$232K
|
-5,525
|
Closed
|
|
|
1930
|
Consilio Wealth Advisors
Bellevue,
Washington
|
–
|
-$228K
|
-5,421
|
Closed
|
|
|
1931
|
First Merchants Corp
Muncie,
Indiana
|
–
|
-$207K
|
-4,939
|
Closed
|
|
|
1932
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
–
|
-$207K
|
-4,928
|
Closed
|
|
|
1933
|
XML Financial
Bethesda,
Maryland
|
–
|
-$201K
|
-4,800
|
Closed
|
|
|
1934
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$130K
|
-3,092
|
Closed
|
|
|
1935
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
–
|
-$114K
|
-2,709
|
Closed
|
|
|
1936
|
High Net Worth Advisory Group
Naples,
Florida
|
–
|
-$104K
|
-2,489
|
Closed
|
|
|
1937
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$67K
|
-1,504
|
Closed
|
|
|
1938
|
EWG Elevate
Roseville,
California
|
–
|
-$51.2K
|
-1,220
|
Closed
|
|
|
1939
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$49.8K
|
-1,187
|
Closed
|
|
|
1940
|
Affiance Financial
St. Louis Park,
Minnesota
|
–
|
-$45.5K
|
-1,085
|
Closed
|
|
|
1941
|
Norway Savings Bank
Portland,
Maine
|
–
|
-$40.5K
|
-965
|
Closed
|
|
|
1942
|
Leelyn Smith
Geneva,
Illinois
|
–
|
-$31K
|
-738
|
Closed
|
|
|
1943
|
Corrado Advisors
Ramsey,
New Jersey
|
–
|
-$27.2K
|
-648
|
Closed
|
|
|
1944
|
VitalStone Financial
Shavano Park,
Texas
|
–
|
-$25K
|
-597
|
Closed
|
|
|
1945
|
Tanglewood Legacy Advisors
Houston,
Texas
|
–
|
-$23.2K
|
-553
|
Closed
|
|
|
1946
|
Arrow Financial
Glens Falls,
New York
|
–
|
-$16K
|
-380
|
Closed
|
|
|
1947
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
–
|
-$14.6K
|
-347
|
Closed
|
|
|
1948
|
Sierra Capital
Miami,
Florida
|
–
|
-$12K
|
-278
|
Closed
|
|
|
1949
|
Lee Financial
Dallas,
Texas
|
–
|
-$3.65K
|
-87
|
Closed
|
|
|
1950
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$3.31K
|
-79
|
Closed
|
|
