|
1926
|
Psagot Value Holdings
Tel Aviv,
Israel
|
–
|
-$3.41M
|
-87,423
|
Closed
|
|
|
1927
|
BCWM LLC
Overland Park,
Kansas
|
–
|
-$2.67M
|
-68,386
|
Closed
|
|
|
1928
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$2.57M
|
-66,032
|
Closed
|
|
|
1929
|
Planning Alternatives
Birmingham,
Michigan
|
–
|
-$2.31M
|
-59,247
|
Closed
|
|
|
1930
|
Newport Capital Group
Red Bank,
New Jersey
|
–
|
-$2.3M
|
-59,053
|
Closed
|
|
|
1931
|
Nixon Peabody Trust
Boston,
Massachusetts
|
–
|
-$1.85M
|
-47,561
|
Closed
|
|
|
1932
|
New Potomac Partners
Bethesda,
Maryland
|
–
|
-$1.55M
|
-39,870
|
Closed
|
|
|
1933
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$1.53M
|
-37,526
|
Closed
|
|
|
1934
|
Affiance Financial
St. Louis Park,
Minnesota
|
–
|
-$1.21M
|
-31,158
|
Closed
|
|
|
1935
|
WFA of San Diego
San Diego,
California
|
–
|
-$1.07M
|
-27,393
|
Closed
|
|
|
1936
|
Clarkston Capital Partners
Rochester,
Michigan
|
–
|
-$1.06M
|
-27,288
|
Closed
|
|
|
1937
|
Paloma Partners
Greenwich,
Connecticut
|
–
|
-$994K
|
-25,504
|
Closed
|
|
|
1938
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
–
|
-$941K
|
-24,131
|
Closed
|
|
|
1939
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
–
|
-$934K
|
-23,959
|
Closed
|
|
|
1940
|
Clifford Group
Wayland,
Massachusetts
|
–
|
-$932K
|
-23,899
|
Closed
|
|
|
1941
|
G2 Capital Management
Columbus,
Ohio
|
–
|
-$895K
|
-22,966
|
Closed
|
|
|
1942
|
Capital Advisors Wealth Management
Yakima,
Washington
|
–
|
-$701K
|
-17,972
|
Closed
|
|
|
1943
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
–
|
-$700K
|
-17,958
|
Closed
|
|
|
1944
|
Trust Company of Kansas
Wichita,
Kansas
|
–
|
-$646K
|
-16,584
|
Closed
|
|
|
1945
|
RVW Wealth
Los Angeles,
California
|
–
|
-$593K
|
-15,215
|
Closed
|
|
|
1946
|
|
–
|
-$572K
|
-14,687
|
Closed
|
|
|
1947
|
Radnor Capital Management
Wayne,
Pennsylvania
|
–
|
-$589K
|
-14,618
|
Closed
|
|
|
1948
|
W Advisors LLC
Germantown,
Tennessee
|
–
|
-$542K
|
-13,908
|
Closed
|
|
|
1949
|
Prostatis Group
Hanover,
Maryland
|
–
|
-$532K
|
-13,654
|
Closed
|
|
|
1950
|
|
–
|
-$530K
|
-13,600
|
Closed
|
|
