|
1951
|
SpringVest Wealth Management
Dallas,
Texas
|
–
|
-$202K
|
-1,302
|
Closed
|
|
|
1952
|
|
–
|
-$201K
|
-1,300
|
Closed
|
|
|
1953
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
–
|
-$201K
|
-1,296
|
Closed
|
|
|
1954
|
Blackston Financial Advisory Group
The Villages,
Florida
|
–
|
-$200K
|
-1,293
|
Closed
|
|
|
1955
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$139K
|
-895
|
Closed
|
|
|
1956
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
–
|
-$109K
|
-701
|
Closed
|
|
|
1957
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$89.2K
|
-576
|
Closed
|
|
|
1958
|
Cambient Family Office
Ada,
Michigan
|
–
|
-$85.5K
|
-552
|
Closed
|
|
|
1959
|
eCIO Inc
Madison,
Wisconsin
|
–
|
-$80.2K
|
-518
|
Closed
|
|
|
1960
|
Heartland Advisors
Milwaukee,
Wisconsin
|
–
|
-$46.4K
|
-300
|
Closed
|
|
|
1961
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$43.8K
|
-283
|
Closed
|
|
|
1962
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$38.4K
|
-248
|
Closed
|
|
|
1963
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$29.4K
|
-190
|
Closed
|
|
|
1964
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
–
|
-$27.1K
|
-175
|
Closed
|
|
|
1965
|
Decker Retirement Planning
Levi,
Utah
|
–
|
-$25.8K
|
-166
|
Closed
|
|
|
1966
|
EQ Wealth Advisors
Dallas,
Texas
|
–
|
-$15.5K
|
-100
|
Closed
|
|
|
1967
|
Arlington Trust
Birmingham,
Alabama
|
–
|
-$11.6K
|
-75
|
Closed
|
|
|
1968
|
Wealth Watch Advisors
Englewood,
Colorado
|
–
|
-$10.5K
|
-68
|
Closed
|
|
|
1969
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$9.29K
|
-60
|
Closed
|
|
|
1970
|
Premier Financial Group
Eureka,
California
|
–
|
-$8.4K
|
-54
|
Closed
|
|
|
1971
|
Navalign LLC
Encino,
California
|
–
|
-$8.2K
|
-53
|
Closed
|
|
|
1972
|
IFC & Insurance Marketing
Auburn,
California
|
–
|
-$7K
|
-46
|
Closed
|
|
|
1973
|
FWL Investment Management
Dallas,
Texas
|
–
|
-$4.64K
|
-30
|
Closed
|
|
|
1974
|
West Paces Advisors
Atlanta,
Georgia
|
–
|
-$4.64K
|
-30
|
Closed
|
|
|
1975
|
Pingora Partners
Wilson,
Wyoming
|
–
|
-$3.87K
|
-25
|
Closed
|
|
