|
1901
|
VestGen Advisors
Inverness,
Illinois
|
–
|
-$231K
|
-1,582
|
Closed
|
|
|
1902
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$230K
|
-1,574
|
Closed
|
|
|
1903
|
Portfolio Design Labs
Encino,
California
|
–
|
-$230K
|
-1,569
|
Closed
|
|
|
1904
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$229K
|
-1,562
|
Closed
|
|
|
1905
|
Cascade Investment Group
Colorado Springs,
Colorado
|
–
|
-$228K
|
-1,560
|
Closed
|
|
|
1906
|
Busey Bank
Urbana,
Illinois
|
–
|
-$228K
|
-1,555
|
Closed
|
|
|
1907
|
Endowment Wealth Management
Appleton,
Wisconsin
|
–
|
-$227K
|
-1,549
|
Closed
|
|
|
1908
|
First County Bank
Stamford,
Connecticut
|
–
|
-$225K
|
-1,535
|
Closed
|
|
|
1909
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$224K
|
-1,532
|
Closed
|
|
|
1910
|
Forefront Wealth Partners
Austin,
Texas
|
–
|
-$223K
|
-1,526
|
Closed
|
|
|
1911
|
Mraz Amerine & Associates
Modesto,
California
|
–
|
-$221K
|
-1,512
|
Closed
|
|
|
1912
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$220K
|
-1,505
|
Closed
|
|
|
1913
|
Southland Equity Partners
Wildwood,
Missouri
|
–
|
-$220K
|
-1,504
|
Closed
|
|
|
1914
|
Parcion Private Wealth
Bellevue,
Washington
|
–
|
-$220K
|
-1,501
|
Closed
|
|
|
1915
|
Dodge & Cox
San Francisco,
California
|
–
|
-$219K
|
-1,500
|
Closed
|
|
|
1916
|
Beech Hill Advisors
New York
|
–
|
-$219K
|
-1,496
|
Closed
|
|
|
1917
|
Lake Street Private Wealth
Chicago,
Illinois
|
–
|
-$217K
|
-1,482
|
Closed
|
|
|
1918
|
Claret Asset Management
Montreal,
Quebec, Canada
|
–
|
-$215K
|
-1,469
|
Closed
|
|
|
1919
|
Armis Advisers
Atlanta,
Georgia
|
–
|
-$212K
|
-1,466
|
Closed
|
|
|
1920
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
–
|
-$213K
|
-1,455
|
Closed
|
|
|
1921
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$212K
|
-1,446
|
Closed
|
|
|
1922
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
–
|
-$211K
|
-1,440
|
Closed
|
|
|
1923
|
North Star Asset Management
Neenah,
Wisconsin
|
–
|
-$210K
|
-1,432
|
Closed
|
|
|
1924
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$209K
|
-1,430
|
Closed
|
|
|
1925
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$209K
|
-1,426
|
Closed
|
|
