|
1926
|
PRW Wealth Management
Quincy,
Massachusetts
|
–
|
-$14M
|
-272,704
|
Closed
|
|
|
1927
|
Waterford Advisors
Orchard Park,
New York
|
–
|
-$10.7M
|
-261,831
|
Closed
|
|
|
1928
|
Veritable
Wilmington,
Delaware
|
–
|
-$10.6M
|
-259,850
|
Closed
|
|
|
1929
|
Wexford Capital
West Palm Beach,
Florida
|
–
|
-$9.87M
|
-242,741
|
Closed
|
|
|
1930
|
Systelligence LLC
Bloomington,
Minnesota
|
–
|
-$4.27M
|
-105,007
|
Closed
|
|
|
1931
|
Millennium Management
New York
|
–
|
-$3.59M
|
-88,263
|
Closed
|
|
|
1932
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$3.46M
|
-85,037
|
Closed
|
|
|
1933
|
Leeward Financial Partners
Bellevue,
Washington
|
–
|
-$2.35M
|
-57,884
|
Closed
|
|
|
1934
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
–
|
-$2.19M
|
-53,766
|
Closed
|
|
|
1935
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
–
|
-$2.1M
|
-51,666
|
Closed
|
|
|
1936
|
Aberdeen Group
Edinburgh,
United Kingdom
|
–
|
-$2.08M
|
-51,144
|
Closed
|
|
|
1937
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$2.01M
|
-49,440
|
Closed
|
|
|
1938
|
RFG Holdings
Argyle,
Texas
|
–
|
-$1.68M
|
-41,675
|
Closed
|
|
|
1939
|
Vident Investment Advisory
Alpharetta,
Georgia
|
–
|
-$1.52M
|
-37,481
|
Closed
|
|
|
1940
|
Barings
Charlotte,
North Carolina
|
–
|
-$1.13M
|
-27,836
|
Closed
|
|
|
1941
|
LGL Partners
Philadelphia,
Pennsylvania
|
–
|
-$1.06M
|
-25,991
|
Closed
|
|
|
1942
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
–
|
-$1.02M
|
-24,988
|
Closed
|
|
|
1943
|
RBF Capital
San Francisco,
California
|
–
|
-$814K
|
-20,000
|
Closed
|
|
|
1944
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
–
|
-$749K
|
-18,410
|
Closed
|
|
|
1945
|
Sykon Capital
Harrison,
New York
|
–
|
-$742K
|
-18,235
|
Closed
|
|
|
1946
|
Horan Capital Advisors
Cincinnati,
Ohio
|
–
|
-$639K
|
-15,705
|
Closed
|
|
|
1947
|
Second Half Financial Partners
Sebring,
Florida
|
–
|
-$637K
|
-15,661
|
Closed
|
|
|
1948
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$628K
|
-15,439
|
Closed
|
|
|
1949
|
Corundum Group
Colorado Springs,
Colorado
|
–
|
-$529K
|
-12,998
|
Closed
|
|
|
1950
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$464K
|
-11,396
|
Closed
|
|
