|
1876
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
–
|
-$1.3M
|
-28,176
|
Closed
|
|
|
1877
|
|
–
|
-$1.26M
|
-27,368
|
Closed
|
|
|
1878
|
Twin Lakes Capital Management
Redwood Shores,
California
|
–
|
-$963K
|
-20,877
|
Closed
|
|
|
1879
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$955K
|
-20,700
|
Closed
|
|
|
1880
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$36K
|
-20,664
|
Closed
|
|
|
1881
|
Pflug Koory
Omaha,
Nebraska
|
–
|
-$824K
|
-17,870
|
Closed
|
|
|
1882
|
Paladin Advisory Group
Clive,
Iowa
|
–
|
-$701K
|
-16,246
|
Closed
|
|
|
1883
|
Founders Financial Securities
Towson,
Maryland
|
–
|
-$740K
|
-16,039
|
Closed
|
|
|
1884
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
–
|
-$753K
|
-16,024
|
Closed
|
|
|
1885
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$717K
|
-15,549
|
Closed
|
|
|
1886
|
Olympiad Research
Stamford,
Connecticut
|
–
|
-$695K
|
-15,076
|
Closed
|
|
|
1887
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$667K
|
-14,458
|
Closed
|
|
|
1888
|
Catalyst Private Wealth
San Mateo,
California
|
–
|
-$667K
|
-14,455
|
Closed
|
|
|
1889
|
Calton & Associates
Tampa,
Florida
|
–
|
-$589K
|
-12,781
|
Closed
|
|
|
1890
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
–
|
-$524K
|
-11,993
|
Closed
|
|
|
1891
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$509K
|
-11,041
|
Closed
|
|
|
1892
|
Wall Capital Group
Phoenix,
Arizona
|
–
|
-$508K
|
-11,016
|
Closed
|
|
|
1893
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$508K
|
-11,013
|
Closed
|
|
|
1894
|
|
–
|
-$492K
|
-10,674
|
Closed
|
|
|
1895
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$487K
|
-10,567
|
Closed
|
|
|
1896
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$464K
|
-10,056
|
Closed
|
|
|
1897
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$444K
|
-9,628
|
Closed
|
|
|
1898
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
–
|
-$413K
|
-8,959
|
Closed
|
|
|
1899
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
–
|
-$368K
|
-7,972
|
Closed
|
|
|
1900
|
Bull Oak Capital
San Diego,
California
|
–
|
-$361K
|
-7,829
|
Closed
|
|
