|
1901
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
–
|
-$350K
|
-7,579
|
Closed
|
|
|
1902
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
–
|
-$346K
|
-7,502
|
Closed
|
|
|
1903
|
CCG Wealth Management
San Diego,
California
|
–
|
-$344K
|
-7,449
|
Closed
|
|
|
1904
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$343K
|
-7,443
|
Closed
|
|
|
1905
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
–
|
-$337K
|
-7,315
|
Closed
|
|
|
1906
|
|
–
|
-$318K
|
-7,304
|
Closed
|
|
|
1907
|
Callahan Advisors
Houston,
Texas
|
–
|
-$303K
|
-6,560
|
Closed
|
|
|
1908
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
–
|
-$300K
|
-6,519
|
Closed
|
|
|
1909
|
Provident Wealth Management
Brentwood,
Tennessee
|
–
|
-$296K
|
-6,420
|
Closed
|
|
|
1910
|
Cutler Group
San Francisco,
California
|
–
|
-$275K
|
-6,378
|
Closed
|
|
|
1911
|
Rex Capital Advisors
Providence,
Rhode Island
|
–
|
-$289K
|
-6,271
|
Closed
|
|
|
1912
|
Janus Henderson Group
London,
|
–
|
-$281K
|
-6,090
|
Closed
|
|
|
1913
|
Schechter Investment Advisors
Birmingham,
Michigan
|
–
|
-$275K
|
-5,967
|
Closed
|
|
|
1914
|
Principle Wealth Partners
Madison,
Connecticut
|
–
|
-$275K
|
-5,954
|
Closed
|
|
|
1915
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
–
|
-$270K
|
-5,862
|
Closed
|
|
|
1916
|
Meritage Portfolio Management
Overland Park,
Kansas
|
–
|
-$268K
|
-5,803
|
Closed
|
|
|
1917
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$265K
|
-5,742
|
Closed
|
|
|
1918
|
Barden Capital Management
Austin,
Texas
|
–
|
-$261K
|
-5,650
|
Closed
|
|
|
1919
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$243K
|
-5,259
|
Closed
|
|
|
1920
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
–
|
-$246K
|
-5,251
|
Closed
|
|
|
1921
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
–
|
-$240K
|
-5,212
|
Closed
|
|
|
1922
|
Echo Wealth Management
Plymouth,
Minnesota
|
–
|
-$229K
|
-5,069
|
Closed
|
|
|
1923
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$230K
|
-4,989
|
Closed
|
|
|
1924
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
–
|
-$228K
|
-4,939
|
Closed
|
|
|
1925
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
–
|
-$227K
|
-4,920
|
Closed
|
|
