|
1851
|
American Trust
Lexington,
Kentucky
|
–
|
-$1.41M
|
-30,000
|
Closed
|
|
|
1852
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$1.37M
|
-28,998
|
Closed
|
|
|
1853
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$870K
|
-18,450
|
Closed
|
|
|
1854
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
–
|
-$658K
|
-13,962
|
Closed
|
|
|
1855
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$630K
|
-13,368
|
Closed
|
|
|
1856
|
Vision Capital Management
Portland,
Oregon
|
–
|
-$461K
|
-9,780
|
Closed
|
|
|
1857
|
1ST Source Bank
South Bend,
Indiana
|
–
|
-$452K
|
-9,594
|
Closed
|
|
|
1858
|
Team Hewins
Redwood City,
California
|
–
|
-$427K
|
-9,060
|
Closed
|
|
|
1859
|
Retirement Solution
Redmond,
Washington
|
–
|
-$423K
|
-8,964
|
Closed
|
|
|
1860
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
–
|
-$420K
|
-8,904
|
Closed
|
|
|
1861
|
CCG Wealth Management
San Diego,
California
|
–
|
-$386K
|
-8,190
|
Closed
|
|
|
1862
|
RNC Capital Management
Los Angeles,
California
|
–
|
-$312K
|
-6,618
|
Closed
|
|
|
1863
|
Revisor Wealth Management
Akron,
Ohio
|
–
|
-$308K
|
-6,534
|
Closed
|
|
|
1864
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$290K
|
-6,156
|
Closed
|
|
|
1865
|
Exchange Bank
Santa Rosa,
California
|
–
|
-$285K
|
-6,036
|
Closed
|
|
|
1866
|
James J. Burns & Company
Melville,
New York
|
–
|
-$284K
|
-6,024
|
Closed
|
|
|
1867
|
Epic Trust Investment Advisors
Richland,
Washington
|
–
|
-$277K
|
-5,880
|
Closed
|
|
|
1868
|
CM Wealth Advisors
Beachwood,
Ohio
|
–
|
-$283K
|
-5,820
|
Closed
|
|
|
1869
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$273K
|
-5,790
|
Closed
|
|
|
1870
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$271K
|
-5,742
|
Closed
|
|
|
1871
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
–
|
-$268K
|
-5,676
|
Closed
|
|
|
1872
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$263K
|
-5,574
|
Closed
|
|
|
1873
|
|
–
|
-$263K
|
-5,574
|
Closed
|
|
|
1874
|
Atlas Private Wealth Management
Albany,
New York
|
–
|
-$261K
|
-5,526
|
Closed
|
|
|
1875
|
Drake & Associates
Waukesha,
Wisconsin
|
–
|
-$253K
|
-5,364
|
Closed
|
|
