|
1301
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$638K
|
-5,084
|
Closed
|
|
|
1302
|
L & S Advisors
Los Angeles,
California
|
–
|
-$634K
|
-5,054
|
Closed
|
|
|
1303
|
Verus Capital Partners
Scottsdale,
Arizona
|
–
|
-$608K
|
-4,850
|
Closed
|
|
|
1304
|
GuardCap Asset Management
London,
United Kingdom
|
–
|
-$596K
|
-4,750
|
Closed
|
|
|
1305
|
Bellevue Group
Kuesnacht,
Switzerland
|
–
|
-$590K
|
-4,700
|
Closed
|
|
|
1306
|
Farringdon Capital
London,
United Kingdom
|
–
|
-$556K
|
-4,433
|
Closed
|
|
|
1307
|
BIP Wealth
Atlanta,
Georgia
|
–
|
-$534K
|
-4,259
|
Closed
|
|
|
1308
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
–
|
-$510K
|
-4,064
|
Closed
|
|
|
1309
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$462K
|
-3,686
|
Closed
|
|
|
1310
|
OneAscent Family Office
Birmingham,
Alabama
|
–
|
-$456K
|
-3,631
|
Closed
|
|
|
1311
|
Hood River Capital Management
Palm Beach Gardens,
Florida
|
–
|
-$437K
|
-3,485
|
Closed
|
|
|
1312
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$432K
|
-3,440
|
Closed
|
|
|
1313
|
Virtus Family Office
El Paso,
Texas
|
–
|
-$427K
|
-3,403
|
Closed
|
|
|
1314
|
LGT Fund Management
Vaduz,
Liechtenstein
|
–
|
-$424K
|
-3,379
|
Closed
|
|
|
1315
|
Harrell Investment Partners
Austin,
Texas
|
–
|
-$418K
|
-3,331
|
Closed
|
|
|
1316
|
Third View Private Wealth
Westport,
Connecticut
|
–
|
-$417K
|
-3,324
|
Closed
|
|
|
1317
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$415K
|
-3,305
|
Closed
|
|
|
1318
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$413K
|
-3,294
|
Closed
|
|
|
1319
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
–
|
-$409K
|
-3,263
|
Closed
|
|
|
1320
|
Whalen Wealth Management
Las Vegas,
Nevada
|
–
|
-$386K
|
-3,077
|
Closed
|
|
|
1321
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$373K
|
-2,971
|
Closed
|
|
|
1322
|
MFA Wealth Services
Thousand Oaks,
California
|
–
|
-$362K
|
-2,887
|
Closed
|
|
|
1323
|
O'Keefe Stevens Advisory
Rochester,
New York
|
–
|
-$361K
|
-2,880
|
Closed
|
|
|
1324
|
Gotham Asset Management
New York
|
–
|
-$361K
|
-2,879
|
Closed
|
|
|
1325
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$360K
|
-2,866
|
Closed
|
|
