|
1901
|
Blackston Financial Advisory Group
The Villages,
Florida
|
–
|
-$7.17M
|
-114,828
|
Closed
|
|
|
1902
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$6.55M
|
-104,872
|
Closed
|
|
|
1903
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$6.25M
|
-100,060
|
Closed
|
|
|
1904
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$5.24M
|
-83,924
|
Closed
|
|
|
1905
|
Private Wealth Strategies
New Albany,
Ohio
|
–
|
-$16.2K
|
-64,716
|
Closed
|
|
|
1906
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$3.97M
|
-63,540
|
Closed
|
|
|
1907
|
|
–
|
-$3.9M
|
-62,472
|
Closed
|
|
|
1908
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$3.3M
|
-52,864
|
Closed
|
|
|
1909
|
Flow Traders U.S.
New York
|
–
|
-$2.79M
|
-44,636
|
Closed
|
|
|
1910
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$2.59M
|
-41,744
|
Closed
|
|
|
1911
|
Seven Post Investment Office
San Francisco,
California
|
–
|
-$2.6M
|
-41,660
|
Closed
|
|
|
1912
|
CKW Financial Group
Honolulu,
Hawaii
|
–
|
-$2.36M
|
-38,040
|
Closed
|
|
|
1913
|
Idaho Trust Bank
Boise,
Idaho
|
–
|
-$2.21M
|
-35,444
|
Closed
|
|
|
1914
|
Millennium Management
New York
|
–
|
-$2.13M
|
-34,172
|
Closed
|
|
|
1915
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$2.11M
|
-33,824
|
Closed
|
|
|
1916
|
Hartline Investment Corp
Winnetka,
Illinois
|
–
|
-$2.09M
|
-33,468
|
Closed
|
|
|
1917
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$1.87M
|
-29,972
|
Closed
|
|
|
1918
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
–
|
-$1.57M
|
-25,184
|
Closed
|
|
|
1919
|
Private Portfolio Partners
Paramus,
New Jersey
|
–
|
-$1.53M
|
-24,544
|
Closed
|
|
|
1920
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$1.32M
|
-21,200
|
Closed
|
|
|
1921
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
–
|
-$1.28M
|
-20,436
|
Closed
|
|
|
1922
|
Letson Investment Management
Atlanta,
Georgia
|
–
|
-$1.07M
|
-17,180
|
Closed
|
|
|
1923
|
Cabana LLC
Fayetteville,
Arkansas
|
–
|
-$977K
|
-15,648
|
Closed
|
|
|
1924
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
–
|
-$738K
|
-11,812
|
Closed
|
|
|
1925
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$528K
|
-8,460
|
Closed
|
|
