|
1951
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$64.9K
|
-1,452
|
Closed
|
|
|
1952
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
–
|
-$49.1K
|
-1,100
|
Closed
|
|
|
1953
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$44.7K
|
-1,000
|
Closed
|
|
|
1954
|
Main Street Group
Glen Allen,
Virginia
|
–
|
-$41.6K
|
-932
|
Closed
|
|
|
1955
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
–
|
-$38.6K
|
-864
|
Closed
|
|
|
1956
|
Painted Porch Advisors
Santa Barbara,
California
|
–
|
-$26.8K
|
-600
|
Closed
|
|
|
1957
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
–
|
-$17.9K
|
-400
|
Closed
|
|
|
1958
|
LGT Financial Advisors
Dallas,
Texas
|
–
|
-$13.8K
|
-310
|
Closed
|
|
|
1959
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
–
|
-$11K
|
-246
|
Closed
|
|
|
1960
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$8.93K
|
-200
|
Closed
|
|
|
1961
|
Richardson Financial Services
Medway,
Massachusetts
|
–
|
-$7.42K
|
-166
|
Closed
|
|
|
1962
|
Keener Financial Planning
Keller,
Texas
|
–
|
-$6K
|
-150
|
Closed
|
|
|
1963
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$5.9K
|
-132
|
Closed
|
|
|
1964
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
–
|
-$4.91K
|
-110
|
Closed
|
|
|
1965
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$4.82K
|
-108
|
Closed
|
|
|
1966
|
Kiker Wealth Management
Jasper,
Georgia
|
–
|
-$4.29K
|
-96
|
Closed
|
|
|
1967
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$3.53K
|
-80
|
Closed
|
|
|
1968
|
Financial Network Wealth Advisors
Murray,
Utah
|
–
|
-$2.23K
|
-50
|
Closed
|
|
|
1969
|
TFC Financial Management
Boston,
Massachusetts
|
–
|
-$2.15K
|
-48
|
Closed
|
|
|
1970
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$1.88K
|
-42
|
Closed
|
|
|
1971
|
Orion Capital Management
Coronado,
California
|
–
|
-$1.07K
|
-24
|
Closed
|
|
|
1972
|
Syntax Research
Boca Raton,
Florida
|
–
|
-$901
|
-20
|
Closed
|
|
