|
1951
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
–
|
-$223K
|
-7,388
|
Closed
|
|
|
1952
|
NuWave Investment Management
Parsippany,
New Jersey
|
–
|
-$220K
|
-7,306
|
Closed
|
|
|
1953
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
–
|
-$217K
|
-7,300
|
Closed
|
|
|
1954
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
–
|
-$216K
|
-7,170
|
Closed
|
|
|
1955
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$206K
|
-6,811
|
Closed
|
|
|
1956
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
–
|
-$204K
|
-6,763
|
Closed
|
|
|
1957
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
–
|
-$153K
|
-5,070
|
Closed
|
|
|
1958
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
–
|
-$118K
|
-3,905
|
Closed
|
|
|
1959
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$93K
|
-3,075
|
Closed
|
|
|
1960
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$86K
|
-2,848
|
Closed
|
|
|
1961
|
Elm Advisors
Burlingame,
California
|
–
|
-$69K
|
-2,290
|
Closed
|
|
|
1962
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$65K
|
-2,139
|
Closed
|
|
|
1963
|
B, B, H, & B Inc
Birmingham,
Alabama
|
–
|
-$62K
|
-2,074
|
Closed
|
|
|
1964
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$62K
|
-2,041
|
Closed
|
|
|
1965
|
Retirement Group
San Diego,
California
|
–
|
-$70.8K
|
-2,000
|
-100%
|
|
|
1966
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$49K
|
-1,645
|
Closed
|
|
|
1967
|
Inspire Advisors
Meridian,
Idaho
|
–
|
-$38K
|
-1,270
|
Closed
|
|
|
1968
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$36K
|
-1,209
|
Closed
|
|
|
1969
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$34K
|
-1,152
|
Closed
|
|
|
1970
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$33K
|
-1,105
|
Closed
|
|
|
1971
|
Tru Independence Asset Management 2
Portland,
Oregon
|
–
|
-$32K
|
-1,050
|
Closed
|
|
|
1972
|
Your Advocates Ltd
Houston,
Texas
|
–
|
-$22K
|
-921
|
Closed
|
|
|
1973
|
Planned Solutions
Folsom,
California
|
–
|
-$27K
|
-900
|
Closed
|
|
|
1974
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$26K
|
-862
|
Closed
|
|
|
1975
|
Bourgeon Capital Management
Darien,
Connecticut
|
–
|
-$23K
|
-750
|
Closed
|
|
