|
1901
|
Wick Capital Partners
Wayne,
Pennsylvania
|
–
|
-$264K
|
-4,536
|
Closed
|
|
|
1902
|
Harris Associates
Chicago,
Illinois
|
–
|
-$251K
|
-4,316
|
Closed
|
|
|
1903
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
–
|
-$250K
|
-4,296
|
Closed
|
|
|
1904
|
Buffington Mohr McNeal
Boise,
Idaho
|
–
|
-$241K
|
-4,136
|
Closed
|
|
|
1905
|
Applied Capital
Little Rock,
Arkansas
|
–
|
-$231K
|
-3,968
|
Closed
|
|
|
1906
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
–
|
-$231K
|
-3,964
|
Closed
|
|
|
1907
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
–
|
-$229K
|
-3,932
|
Closed
|
|
|
1908
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
–
|
-$221K
|
-3,800
|
Closed
|
|
|
1909
|
Sterling Investment Management
Tucson,
Arizona
|
–
|
-$218K
|
-3,748
|
Closed
|
|
|
1910
|
Coyle Financial Counsel
Glenview,
Illinois
|
–
|
-$215K
|
-3,692
|
Closed
|
|
|
1911
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
–
|
-$214K
|
-3,688
|
Closed
|
|
|
1912
|
Everpar Advisors
Tulsa,
Oklahoma
|
–
|
-$207K
|
-3,552
|
Closed
|
|
|
1913
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
–
|
-$202K
|
-3,468
|
Closed
|
|
|
1914
|
Raub Brock Capital Management
Larkspur,
California
|
–
|
-$201K
|
-3,452
|
Closed
|
|
|
1915
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$198K
|
-3,412
|
Closed
|
|
|
1916
|
Long Island Wealth Management
Melville,
New York
|
–
|
-$184K
|
-3,168
|
Closed
|
|
|
1917
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$184K
|
-3,160
|
Closed
|
|
|
1918
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$167K
|
-2,872
|
Closed
|
|
|
1919
|
New Millennium Group
Sandy,
Utah
|
–
|
-$157K
|
-2,704
|
Closed
|
|
|
1920
|
Lee Financial
Dallas,
Texas
|
–
|
-$119K
|
-2,048
|
Closed
|
|
|
1921
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$117K
|
-2,016
|
Closed
|
|
|
1922
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$77.9K
|
-1,356
|
Closed
|
|
|
1923
|
Life Planning Partners
Jacksonville,
Florida
|
–
|
-$66.5K
|
-1,144
|
Closed
|
|
|
1924
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$49.1K
|
-844
|
Closed
|
|
|
1925
|
Financial Connections Group
Corte Madera,
California
|
–
|
-$47K
|
-820
|
Closed
|
|
