|
1901
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
1902
|
Clearstead Trust
Portland,
Maine
|
$1K
|
–
|
–
|
–
|
|
|
1903
|
Delos Wealth Advisors
Dallas,
Texas
|
$1K
|
+$1.14K
|
+5
|
New
|
|
|
1904
|
Hernani Holdings
Jackson,
Wyoming
|
–
|
-$204M
|
-913,406
|
Closed
|
|
|
1905
|
Genesee Capital Advisors
Auburn,
New York
|
–
|
-$126M
|
-567,304
|
Closed
|
|
|
1906
|
IAM Advisory
Easton,
Pennsylvania
|
–
|
-$126M
|
-567,304
|
Closed
|
|
|
1907
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$62.9M
|
-273,295
|
Closed
|
|
|
1908
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$39.3M
|
-175,390
|
Closed
|
|
|
1909
|
Fure Financial Corporation
Bloomington,
Minnesota
|
–
|
-$27.8M
|
-124,640
|
Closed
|
|
|
1910
|
Privium Fund Management (UK)
London,
United Kingdom
|
–
|
-$16.7M
|
-75,169
|
Closed
|
|
|
1911
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$6.92M
|
-31,071
|
Closed
|
|
|
1912
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
–
|
-$5.94M
|
-26,644
|
Closed
|
|
|
1913
|
Millennium Management
New York
|
–
|
-$5.14M
|
-23,091
|
Closed
|
|
|
1914
|
Southport Capital Management
Chattanooga,
Tennessee
|
–
|
-$4.98M
|
-22,344
|
Closed
|
|
|
1915
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
–
|
-$4.26M
|
-19,131
|
Closed
|
|
|
1916
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$4.13M
|
-18,550
|
Closed
|
|
|
1917
|
|
–
|
-$3.6M
|
-15,773
|
Closed
|
|
|
1918
|
Capital Bank & Trust
Irvine,
California
|
–
|
-$3.07M
|
-13,771
|
Closed
|
|
|
1919
|
Wintrust Investments
Chicago,
Illinois
|
–
|
-$2.66M
|
-11,931
|
Closed
|
|
|
1920
|
Colonial River Investments
Midlothian,
Virginia
|
–
|
-$2.48M
|
-11,113
|
Closed
|
|
|
1921
|
Glovista Investments
Jersey City,
New Jersey
|
–
|
-$2.09M
|
-9,375
|
Closed
|
|
|
1922
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
–
|
-$1.52M
|
-6,810
|
Closed
|
|
|
1923
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$1M
|
-4,496
|
Closed
|
|
|
1924
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
–
|
-$962K
|
-4,318
|
Closed
|
|
|
1925
|
Bayesian Capital Management
Brooklyn,
New York
|
–
|
-$646K
|
-2,900
|
Closed
|
|
