|
101
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$1.67M
|
-27,961
|
Closed
|
|
|
102
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$1.35M
|
-22,654
|
Closed
|
|
|
103
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.3M
|
-21,765
|
Closed
|
|
|
104
|
M&T Bank
Buffalo,
New York
|
–
|
-$1.09M
|
-18,302
|
Closed
|
|
|
105
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$837K
|
-14,015
|
Closed
|
|
|
106
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$677K
|
-11,329
|
Closed
|
|
|
107
|
Edge Capital Group
Atlanta,
Georgia
|
–
|
-$493K
|
-8,246
|
Closed
|
|
|
108
|
Inscription Capital
Houston,
Texas
|
–
|
-$407K
|
-6,819
|
Closed
|
|
|
109
|
Northern Trust
Chicago,
Illinois
|
–
|
-$372K
|
-6,233
|
Closed
|
|
|
110
|
First American Trust
Santa Ana,
California
|
–
|
-$369K
|
-6,183
|
Closed
|
|
|
111
|
Security Financial Services
Fort Wayne,
Indiana
|
–
|
-$335K
|
-5,604
|
Closed
|
|
|
112
|
Y-Intercept (HK)
Hong Kong
|
–
|
-$304K
|
-5,092
|
Closed
|
|
|
113
|
Matrix Private Capital Group
New York
|
–
|
-$299K
|
-5,001
|
Closed
|
|
|
114
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$275K
|
-4,600
|
Closed
|
|
|
115
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
–
|
-$225K
|
-3,778
|
Closed
|
|
|
116
|
Tiedemann Advisors
New York
|
–
|
-$210K
|
-3,517
|
Closed
|
|
|
117
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$210K
|
-3,509
|
Closed
|
|
|
118
|
Brown Brothers Harriman & Co
New York
|
–
|
-$183K
|
-3,055
|
Closed
|
|
|
119
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$56K
|
-940
|
Closed
|
|
|
120
|
Center for Financial Planning
Southfied,
Michigan
|
–
|
-$48K
|
-806
|
Closed
|
|
|
121
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$12.3K
|
-206
|
Closed
|
|
|
122
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$8K
|
-133
|
Closed
|
|
|
123
|
Oxford Financial Group
Carmel,
Indiana
|
–
|
-$8K
|
-130
|
Closed
|
|
|
124
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$7K
|
-112
|
Closed
|
|
|
125
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$7K
|
-110
|
Closed
|
|
