|
1901
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
–
|
-$220K
|
-1,426
|
Closed
|
|
|
1902
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$219K
|
-1,423
|
Closed
|
|
|
1903
|
Soundwatch Capital
Rowayton,
Connecticut
|
–
|
-$219K
|
-1,421
|
Closed
|
|
|
1904
|
Joel Isaacson & Co
New York
|
–
|
-$218K
|
-1,416
|
Closed
|
|
|
1905
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
–
|
-$218K
|
-1,416
|
Closed
|
|
|
1906
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
–
|
-$216K
|
-1,401
|
Closed
|
|
|
1907
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
–
|
-$216K
|
-1,400
|
Closed
|
|
|
1908
|
Trueblood Wealth Management
Lima,
Ohio
|
–
|
-$215K
|
-1,399
|
Closed
|
|
|
1909
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
–
|
-$211K
|
-1,373
|
Closed
|
|
|
1910
|
Community Financial Services Group
Newport,
Vermont
|
–
|
-$210K
|
-1,363
|
Closed
|
|
|
1911
|
Prosperity Wealth Management
San Ramon,
California
|
–
|
-$210K
|
-1,362
|
Closed
|
|
|
1912
|
CGN Advisors
Manhattan,
Kansas
|
–
|
-$206K
|
-1,340
|
Closed
|
|
|
1913
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$206K
|
-1,338
|
Closed
|
|
|
1914
|
ACAS LLC
Rancho Santa Fe,
California
|
–
|
-$206K
|
-1,337
|
Closed
|
|
|
1915
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
–
|
-$205K
|
-1,331
|
Closed
|
|
|
1916
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$201K
|
-1,307
|
Closed
|
|
|
1917
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$201K
|
-1,307
|
Closed
|
|
|
1918
|
Straight Path Wealth Management
Jenison,
Michigan
|
–
|
-$201K
|
-1,305
|
Closed
|
|
|
1919
|
Accredited Investors
Edina,
Minnesota
|
–
|
-$201K
|
-1,303
|
Closed
|
|
|
1920
|
|
–
|
-$181K
|
-1,175
|
Closed
|
|
|
1921
|
Jamison Private Wealth Management
Milton,
Georgia
|
–
|
-$156K
|
-1,016
|
Closed
|
|
|
1922
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$130K
|
-844
|
Closed
|
|
|
1923
|
Marquette Asset Management
Minneapolis,
Minnesota
|
–
|
-$128K
|
-832
|
Closed
|
|
|
1924
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$128K
|
-828
|
Closed
|
|
|
1925
|
Hantz Financial Services
Southfield,
Michigan
|
–
|
-$109K
|
-709
|
Closed
|
|
