|
1901
|
Yoder Wealth Management
Walnut Creek,
California
|
–
|
-$205K
|
-1,440
|
Closed
|
|
|
1902
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
–
|
-$203K
|
-1,435
|
Closed
|
|
|
1903
|
First Nebraska Trust
Lincoln,
Nebraska
|
–
|
-$204K
|
-1,434
|
Closed
|
|
|
1904
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$204K
|
-1,433
|
Closed
|
|
|
1905
|
Fernwood Investment Management
Quincy,
Massachusetts
|
–
|
-$201K
|
-1,414
|
Closed
|
|
|
1906
|
CVA Family Office
Denver,
Colorado
|
–
|
-$165K
|
-1,159
|
Closed
|
|
|
1907
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$134K
|
-942
|
Closed
|
|
|
1908
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$106K
|
-745
|
Closed
|
|
|
1909
|
Armor Investment Advisors
Raleigh,
North Carolina
|
–
|
-$57.4K
|
-404
|
Closed
|
|
|
1910
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$52.4K
|
-369
|
Closed
|
|
|
1911
|
Horan Securities
Cincinnati,
United States
|
–
|
-$41K
|
-289
|
Closed
|
|
|
1912
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
–
|
-$32.8K
|
-230
|
Closed
|
|
|
1913
|
Column Capital Advisors
Indianapolis,
Indiana
|
–
|
-$24.1K
|
-169
|
Closed
|
|
|
1914
|
Riggs Asset Management
Dallas,
Pennsylvania
|
–
|
-$20K
|
-141
|
Closed
|
|
|
1915
|
Punch & Associates Investment Management
Edina,
Minnesota
|
–
|
-$17.8K
|
-125
|
Closed
|
|
|
1916
|
Meitav Investment House
Bene-Beraq,
Israel
|
–
|
-$15.8K
|
-111
|
Closed
|
|
|
1917
|
Cutler Group
San Francisco,
California
|
–
|
-$14.3K
|
-100
|
Closed
|
|
|
1918
|
Gables Capital Management
Miami,
Florida
|
–
|
-$14.2K
|
-100
|
Closed
|
|
|
1919
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
–
|
-$7.25K
|
-51
|
Closed
|
|
|
1920
|
Monetary Management Group
St Louis,
Missouri
|
–
|
-$7.11K
|
-50
|
Closed
|
|
|
1921
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$7K
|
-49
|
Closed
|
|
|
1922
|
Clearview Wealth Advisors
Salem,
Oregon
|
–
|
-$3.98K
|
-28
|
Closed
|
|
|
1923
|
Ogorek Anthony Joseph
Williamsville,
New York
|
–
|
-$3K
|
-21
|
Closed
|
|
|
1924
|
Highline Wealth Partners
Sherman Oaks,
California
|
–
|
-$1.85K
|
-13
|
Closed
|
|
|
1925
|
Basso Capital Management
Stamford,
Connecticut
|
–
|
-$1.56K
|
-11
|
Closed
|
|
