|
1951
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$365K
|
-6,020
|
Closed
|
|
|
1952
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
–
|
-$373K
|
-5,940
|
Closed
|
|
|
1953
|
Columbia Advisory Partners
Spokane,
Washington
|
–
|
-$356K
|
-5,880
|
Closed
|
|
|
1954
|
Congress Asset Management
Boston,
Massachusetts
|
–
|
-$346K
|
-5,712
|
Closed
|
|
|
1955
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
–
|
-$342K
|
-5,644
|
Closed
|
|
|
1956
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
–
|
-$319K
|
-5,272
|
Closed
|
|
|
1957
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$319K
|
-5,264
|
Closed
|
|
|
1958
|
Alley Investment Management Company
Lake Forest,
Illinois
|
–
|
-$287K
|
-4,744
|
Closed
|
|
|
1959
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$287K
|
-4,740
|
Closed
|
|
|
1960
|
Three Bridge Wealth Advisors
Los Altos,
California
|
–
|
-$271K
|
-4,460
|
Closed
|
|
|
1961
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
–
|
-$266K
|
-4,400
|
Closed
|
|
|
1962
|
SPC Financial Inc
Rockville,
Maryland
|
–
|
-$261K
|
-4,320
|
Closed
|
|
|
1963
|
Anson Capital
Tyrone,
Georgia
|
–
|
-$250K
|
-4,160
|
Closed
|
|
|
1964
|
|
–
|
-$232K
|
-3,840
|
Closed
|
|
|
1965
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$222K
|
-3,668
|
Closed
|
|
|
1966
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$218K
|
-3,600
|
Closed
|
|
|
1967
|
Insigneo Advisory Services
Miami,
Florida
|
–
|
-$213K
|
-3,576
|
Closed
|
|
|
1968
|
Lake Street Private Wealth
Chicago,
Illinois
|
–
|
-$216K
|
-3,564
|
Closed
|
|
|
1969
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$215K
|
-3,560
|
Closed
|
|
|
1970
|
Pursue Wealth Partners
Clayton,
California
|
–
|
-$213K
|
-3,516
|
Closed
|
|
|
1971
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$210K
|
-3,472
|
Closed
|
|
|
1972
|
SpiderRock Advisors
Wilimington,
Delaware
|
–
|
-$208K
|
-3,440
|
Closed
|
|
|
1973
|
Leo Wealth LLC
Hurst,
Texas
|
–
|
-$200K
|
-3,324
|
Closed
|
|
|
1974
|
Cypress Capital
Franklin,
Tennessee
|
–
|
-$196K
|
-3,244
|
Closed
|
|
|
1975
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$145K
|
-2,392
|
Closed
|
|
