|
1901
|
Vance Wealth
Santa Clarita,
California
|
–
|
-$212K
|
-4,680
|
Closed
|
|
|
1902
|
Condor Capital Management
Martinsville,
New Jersey
|
–
|
-$209K
|
-4,628
|
Closed
|
|
|
1903
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
–
|
-$209K
|
-4,620
|
Closed
|
|
|
1904
|
Peninsula Wealth
San Francisco,
California
|
–
|
-$205K
|
-4,610
|
Closed
|
|
|
1905
|
Orleans Capital Management
Mandeville,
Louisiana
|
–
|
-$207K
|
-4,590
|
Closed
|
|
|
1906
|
Bridgeworth
Birmingham,
Alabama
|
–
|
-$207K
|
-4,584
|
Closed
|
|
|
1907
|
Peak Financial Management
Wellesley,
Massachusetts
|
–
|
-$206K
|
-4,560
|
Closed
|
|
|
1908
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
–
|
-$204K
|
-4,520
|
Closed
|
|
|
1909
|
Meridian Wealth Advisors
Austin,
Texas
|
–
|
-$204K
|
-4,518
|
Closed
|
|
|
1910
|
Zuckerman Investment Group
Chicago,
Illinois
|
–
|
-$202K
|
-4,478
|
Closed
|
|
|
1911
|
BIP Wealth
Atlanta,
Georgia
|
–
|
-$202K
|
-4,470
|
Closed
|
|
|
1912
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$200K
|
-4,428
|
Closed
|
|
|
1913
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$157K
|
-3,466
|
Closed
|
|
|
1914
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
–
|
-$144K
|
-3,196
|
Closed
|
|
|
1915
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
–
|
-$134K
|
-2,960
|
Closed
|
|
|
1916
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$133K
|
-2,934
|
Closed
|
|
|
1917
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$128K
|
-2,896
|
Closed
|
|
|
1918
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
–
|
-$114K
|
-2,528
|
Closed
|
|
|
1919
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$112K
|
-2,474
|
Closed
|
|
|
1920
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$112K
|
-2,468
|
Closed
|
|
|
1921
|
Summit Securities Group
New York
|
–
|
-$103K
|
-2,400
|
Closed
|
|
|
1922
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
–
|
-$103
|
-2,300
|
Closed
|
|
|
1923
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$90.4K
|
-2,002
|
Closed
|
|
|
1924
|
RVW Wealth
Los Angeles,
California
|
–
|
-$52.5K
|
-1,162
|
Closed
|
|
|
1925
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$51.8K
|
-1,146
|
Closed
|
|
