|
1926
|
LM Advisors
San Diego,
California
|
–
|
-$96K
|
-2,290
|
Closed
|
|
|
1927
|
Versant Capital Management
Phoenix,
Arizona
|
–
|
-$79.1K
|
-1,886
|
Closed
|
|
|
1928
|
Livelsberger Financial Advisory
Ashland,
Ohio
|
–
|
-$62.7K
|
-1,496
|
Closed
|
|
|
1929
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$50.5K
|
-1,204
|
Closed
|
|
|
1930
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$48.9K
|
-1,166
|
Closed
|
|
|
1931
|
Level Financial Advisors
East Amherst,
New York
|
–
|
-$47.9K
|
-1,144
|
Closed
|
|
|
1932
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
–
|
-$43.3K
|
-1,032
|
Closed
|
|
|
1933
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$34.5K
|
-822
|
Closed
|
|
|
1934
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
–
|
-$33.3K
|
-794
|
Closed
|
|
|
1935
|
VELA Investment Management
New Albany,
Ohio
|
–
|
-$30.4K
|
-724
|
Closed
|
|
|
1936
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$30.2K
|
-720
|
Closed
|
|
|
1937
|
Able Wealth Management
Toms River,
New Jersey
|
–
|
-$26.3K
|
-628
|
Closed
|
|
|
1938
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
–
|
-$26K
|
-620
|
Closed
|
|
|
1939
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$23.5K
|
-560
|
Closed
|
|
|
1940
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
–
|
-$21.9K
|
-522
|
Closed
|
|
|
1941
|
Life Planning Partners
Jacksonville,
Florida
|
–
|
-$14.6K
|
-348
|
Closed
|
|
|
1942
|
Halpern Financial
Ashburn,
Virginia
|
–
|
-$13.8K
|
-320
|
Closed
|
|
|
1943
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
–
|
-$10.5K
|
-250
|
Closed
|
|
|
1944
|
Godsey & Gibb Inc
Richmond,
Virginia
|
–
|
-$9.05K
|
-216
|
Closed
|
|
|
1945
|
First Financial Corp
Terre Haute,
Indiana
|
–
|
-$8.38K
|
-200
|
Closed
|
|
|
1946
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$8.38K
|
-200
|
Closed
|
|
|
1947
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$4.86K
|
-116
|
Closed
|
|
|
1948
|
Albion Financial Group
Salt Lake City,
Utah
|
–
|
-$2.68K
|
-64
|
Closed
|
|
|
1949
|
EdgeRock Capital
Denver,
Colorado
|
–
|
-$2.34K
|
-56
|
Closed
|
|
|
1950
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
–
|
-$2K
|
-42
|
Closed
|
|
