|
1926
|
XML Financial
Bethesda,
Maryland
|
–
|
-$255K
|
-1,648
|
Closed
|
|
|
1927
|
Correct Capital Wealth Management
Clayton,
Missouri
|
–
|
-$252K
|
-1,629
|
Closed
|
|
|
1928
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
–
|
-$248K
|
-1,600
|
Closed
|
|
|
1929
|
GW Henssler & Associates
Kennesaw,
Georgia
|
–
|
-$240K
|
-1,548
|
Closed
|
|
|
1930
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$231K
|
-1,493
|
Closed
|
|
|
1931
|
Fortress Private Ledger
Raleigh,
North Carolina
|
–
|
-$230K
|
-1,483
|
Closed
|
|
|
1932
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$228K
|
-1,475
|
Closed
|
|
|
1933
|
Trademark Financial Management
Bloomington,
Minnesota
|
–
|
-$227K
|
-1,469
|
Closed
|
|
|
1934
|
One River Asset Management
Stamford,
Connecticut
|
–
|
-$226K
|
-1,460
|
Closed
|
|
|
1935
|
Madden Advisory Services
Jacksonville,
Florida
|
–
|
-$226K
|
-1,458
|
Closed
|
|
|
1936
|
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
|
–
|
-$224K
|
-1,447
|
Closed
|
|
|
1937
|
Prostatis Group
Hanover,
Maryland
|
–
|
-$224K
|
-1,445
|
Closed
|
|
|
1938
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
–
|
-$218K
|
-1,405
|
Closed
|
|
|
1939
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$217K
|
-1,403
|
Closed
|
|
|
1940
|
Seelaus Asset Management
Chatham,
New Jersey
|
–
|
-$215K
|
-1,390
|
Closed
|
|
|
1941
|
Trivium Point Advisory
Westport,
Connecticut
|
–
|
-$215K
|
-1,389
|
Closed
|
|
|
1942
|
Curtis Advisory Group
Santa Barbara,
California
|
–
|
-$214K
|
-1,384
|
Closed
|
|
|
1943
|
Sterling Investment Management
Tucson,
Arizona
|
–
|
-$214K
|
-1,382
|
Closed
|
|
|
1944
|
Arcus Capital Partners
Atlanta,
Georgia
|
–
|
-$214K
|
-1,380
|
Closed
|
|
|
1945
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
–
|
-$213K
|
-1,374
|
Closed
|
|
|
1946
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
–
|
-$213K
|
-1,373
|
Closed
|
|
|
1947
|
Seneca House Advisors
Richmond,
Virginia
|
–
|
-$213K
|
-1,373
|
Closed
|
|
|
1948
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
–
|
-$210K
|
-1,357
|
Closed
|
|
|
1949
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$210K
|
-1,355
|
Closed
|
|
|
1950
|
Summit Financial Strategies
Columbus,
Ohio
|
–
|
-$209K
|
-1,353
|
Closed
|
|
