|
1901
|
Waterloo Capital
Austin,
Texas
|
–
|
-$226K
|
-1,449
|
Closed
|
|
|
1902
|
Sterling Investment Counsel
Buffalo,
New York
|
–
|
-$224K
|
-1,434
|
Closed
|
|
|
1903
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$223K
|
-1,432
|
Closed
|
|
|
1904
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$223K
|
-1,428
|
Closed
|
|
|
1905
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
–
|
-$222K
|
-1,426
|
Closed
|
|
|
1906
|
Seamount Financial Group
Colorado Springs,
Colorado
|
–
|
-$222K
|
-1,425
|
Closed
|
|
|
1907
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
–
|
-$222K
|
-1,422
|
Closed
|
|
|
1908
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$221K
|
-1,416
|
Closed
|
|
|
1909
|
MJP Associates
Farmington,
Connecticut
|
–
|
-$220K
|
-1,411
|
Closed
|
|
|
1910
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$219K
|
-1,405
|
Closed
|
|
|
1911
|
Harris Associates
Chicago,
Illinois
|
–
|
-$219K
|
-1,405
|
Closed
|
|
|
1912
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$218K
|
-1,400
|
Closed
|
|
|
1913
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
–
|
-$218K
|
-1,397
|
Closed
|
|
|
1914
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
–
|
-$215K
|
-1,380
|
Closed
|
|
|
1915
|
|
–
|
-$215K
|
-1,378
|
Closed
|
|
|
1916
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$214K
|
-1,375
|
Closed
|
|
|
1917
|
Klingman & Associates
New York
|
–
|
-$214K
|
-1,370
|
Closed
|
|
|
1918
|
Biltmore Family Office
Charlotte,
North Carolina
|
–
|
-$213K
|
-1,368
|
Closed
|
|
|
1919
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
–
|
-$212K
|
-1,358
|
Closed
|
|
|
1920
|
Aster Capital Management
Dubai,
United Arab Emirates
|
–
|
-$211K
|
-1,354
|
Closed
|
|
|
1921
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
–
|
-$211K
|
-1,354
|
Closed
|
|
|
1922
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
–
|
-$211K
|
-1,352
|
Closed
|
|
|
1923
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$209K
|
-1,340
|
Closed
|
|
|
1924
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
–
|
-$206K
|
-1,321
|
Closed
|
|
|
1925
|
Cannell & Spears
New York
|
–
|
-$206K
|
-1,318
|
Closed
|
|
