|
1901
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
–
|
-$200K
|
-4,288
|
Closed
|
|
|
1902
|
Wealth Quarterback
Toms River,
New Jersey
|
–
|
-$200K
|
-4,288
|
Closed
|
|
|
1903
|
Man Group
London,
United Kingdom
|
–
|
-$200K
|
-4,286
|
Closed
|
|
|
1904
|
Marshall Investment Management
Littleton,
Colorado
|
–
|
-$151K
|
-3,242
|
Closed
|
|
|
1905
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$151K
|
-3,222
|
Closed
|
|
|
1906
|
NCP Inc
La Quinta,
California
|
–
|
-$146K
|
-3,118
|
Closed
|
|
|
1907
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$126K
|
-2,702
|
Closed
|
|
|
1908
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
–
|
-$115K
|
-2,458
|
Closed
|
|
|
1909
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$110K
|
-2,346
|
Closed
|
|
|
1910
|
CSS LLC
Chicago,
Illinois
|
–
|
-$89.2K
|
-2,142
|
Closed
|
|
|
1911
|
|
–
|
-$93.5K
|
-2,000
|
Closed
|
|
|
1912
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$77K
|
-1,648
|
Closed
|
|
|
1913
|
Studio Investment Management
Chicago,
Illinois
|
–
|
-$70.7K
|
-1,514
|
Closed
|
|
|
1914
|
Global Trust Asset Management
West Palm Beach,
Florida
|
–
|
-$70.1K
|
-1,500
|
Closed
|
|
|
1915
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$69.6K
|
-1,490
|
Closed
|
|
|
1916
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$66.6K
|
-1,426
|
Closed
|
|
|
1917
|
Berbice Capital Management
Melville,
New York
|
–
|
-$56.1K
|
-1,200
|
Closed
|
|
|
1918
|
Payden & Rygel
Los Angeles,
California
|
–
|
-$56K
|
-1,196
|
Closed
|
|
|
1919
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
–
|
-$31.7K
|
-678
|
Closed
|
|
|
1920
|
Elevation Wealth Partners
Santa Rosa,
California
|
–
|
-$31.2K
|
-668
|
Closed
|
|
|
1921
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
–
|
-$28.1K
|
-602
|
Closed
|
|
|
1922
|
GKV Capital Management
Walnut Creek,
California
|
–
|
-$28K
|
-600
|
Closed
|
|
|
1923
|
Richards, Merrill & Peterson
Spokane,
Washington
|
–
|
-$24.3K
|
-520
|
Closed
|
|
|
1924
|
SJS Investment Consulting
Sylvania,
Ohio
|
–
|
-$23.3K
|
-498
|
Closed
|
|
|
1925
|
Compass Wealth Management
Guilford,
Connecticut
|
–
|
-$22.4K
|
-480
|
Closed
|
|
