|
1851
|
WorthPointe
La Jolla,
California
|
–
|
-$1.1M
|
-22,076
|
Closed
|
|
|
1852
|
Trivium Point Advisory
Westport,
Connecticut
|
–
|
-$1.08M
|
-21,625
|
Closed
|
|
|
1853
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$1.07M
|
-21,392
|
Closed
|
|
|
1854
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$1.01M
|
-20,489
|
Closed
|
|
|
1855
|
Global Endowment Management
Charlotte,
North Carolina
|
–
|
-$948K
|
-19,030
|
Closed
|
|
|
1856
|
Napa Wealth Management
Napa,
California
|
–
|
-$793K
|
-15,918
|
Closed
|
|
|
1857
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
–
|
-$786K
|
-15,773
|
Closed
|
|
|
1858
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
–
|
-$718K
|
-14,407
|
Closed
|
|
|
1859
|
Connecticut Wealth Management
Farmington,
Connecticut
|
–
|
-$709K
|
-14,228
|
Closed
|
|
|
1860
|
Warberg Asset Management
Winnetka,
Illinois
|
–
|
-$643K
|
-13,000
|
Closed
|
|
|
1861
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
–
|
-$640K
|
-12,843
|
Closed
|
|
|
1862
|
Soros Fund Management
New York
|
–
|
-$611K
|
-12,270
|
Closed
|
|
|
1863
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
–
|
-$593K
|
-11,902
|
Closed
|
|
|
1864
|
SIH Partners
Wilmington,
Delaware
|
–
|
-$570K
|
-11,443
|
Closed
|
|
|
1865
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$544K
|
-10,928
|
Closed
|
|
|
1866
|
Meeder Advisory Services
Dublin,
Ohio
|
–
|
-$427K
|
-8,577
|
Closed
|
|
|
1867
|
The Family Firm
Bethesda,
Maryland
|
–
|
-$424K
|
-8,509
|
Closed
|
|
|
1868
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
–
|
-$400K
|
-8,025
|
Closed
|
|
|
1869
|
Golden Reserve Retirement
Dublin,
Ohio
|
–
|
-$378K
|
-7,583
|
Closed
|
|
|
1870
|
ClearBridge Investments
New York
|
–
|
-$367K
|
-7,359
|
Closed
|
|
|
1871
|
Bravias Capital Group
Iselin,
New Jersey
|
–
|
-$355K
|
-7,128
|
Closed
|
|
|
1872
|
Kingsman Wealth Management
Pensacola,
Florida
|
–
|
-$338K
|
-6,783
|
Closed
|
|
|
1873
|
Firestone Capital Management
Coral Gables,
Florida
|
–
|
-$337K
|
-6,767
|
Closed
|
|
|
1874
|
KWB Wealth
Redlands,
California
|
–
|
-$325K
|
-6,724
|
Closed
|
|
|
1875
|
Zacks Investment Management
Chicago,
Illinois
|
–
|
-$333K
|
-6,679
|
Closed
|
|
