|
1001
|
Simplify Asset Management
Las Vegas,
Nevada
|
–
|
-$1.72M
|
-18,835
|
Closed
|
|
|
1002
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$1.7M
|
-18,492
|
Closed
|
|
|
1003
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$1.63M
|
-17,820
|
Closed
|
|
|
1004
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$1.56M
|
-17,088
|
Closed
|
|
|
1005
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$1.3M
|
-14,188
|
Closed
|
|
|
1006
|
SlateStone Wealth
Jupiter,
Florida
|
–
|
-$1.28M
|
-14,000
|
Closed
|
|
|
1007
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$1.18M
|
-12,944
|
Closed
|
|
|
1008
|
First Hawaiian Bank
Honolulu,
Hawaii
|
–
|
-$1.13M
|
-12,398
|
Closed
|
|
|
1009
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
–
|
-$1.08M
|
-11,846
|
Closed
|
|
|
1010
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$1.06M
|
-11,546
|
Closed
|
|
|
1011
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$1.05M
|
-11,543
|
Closed
|
|
|
1012
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$1.05M
|
-11,455
|
Closed
|
|
|
1013
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$1M
|
-10,967
|
Closed
|
|
|
1014
|
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
–
|
-$914K
|
-10,000
|
Closed
|
|
|
1015
|
Leuthold Group
Minneapolis,
Minnesota
|
–
|
-$888K
|
-9,720
|
Closed
|
|
|
1016
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
–
|
-$888K
|
-9,719
|
Closed
|
|
|
1017
|
Vienna Asset Management
Saratoga,
California
|
–
|
-$886K
|
-9,696
|
Closed
|
|
|
1018
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
–
|
-$872K
|
-9,542
|
Closed
|
|
|
1019
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$866K
|
-9,473
|
Closed
|
|
|
1020
|
Pictet Asset Management
Carouge,
Switzerland
|
–
|
-$842K
|
-9,212
|
Closed
|
|
|
1021
|
LexAurum Advisors
Overland Park,
Kansas
|
–
|
-$795K
|
-8,704
|
Closed
|
|
|
1022
|
Congress Wealth Management
Boston,
Massachusetts
|
–
|
-$778K
|
-8,515
|
Closed
|
|
|
1023
|
Operose Advisors
Milwaukee,
Wisconsin
|
–
|
-$772K
|
-8,443
|
Closed
|
|
|
1024
|
Clarius Group LLC
Seattle,
Washington
|
–
|
-$723K
|
-7,912
|
Closed
|
|
|
1025
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$694K
|
-7,595
|
Closed
|
|
