|
1001
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$518K
|
-100
|
Closed
|
|
|
1002
|
Veritable
Wilmington,
Delaware
|
–
|
-$24.3M
|
-47
|
Closed
|
|
|
1003
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$21.2M
|
-41
|
Closed
|
|
|
1004
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$20.2M
|
-39
|
Closed
|
|
|
1005
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$18.6M
|
-36
|
Closed
|
|
|
1006
|
Cahill Wealth Management
Portage,
Michigan
|
–
|
-$11.4M
|
-22
|
Closed
|
|
|
1007
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$11.4M
|
-22
|
Closed
|
|
|
1008
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$8.28M
|
-16
|
Closed
|
|
|
1009
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
–
|
-$7.22M
|
-14
|
Closed
|
|
|
1010
|
Sutton Place Investors
Katonah,
New York
|
–
|
-$5.18M
|
-10
|
Closed
|
|
|
1011
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
–
|
-$4.2M
|
-8
|
Closed
|
|
|
1012
|
ExodusPoint Capital Management
New York
|
–
|
-$4.14M
|
-8
|
Closed
|
|
|
1013
|
Moseley Investment Management
Bradenton,
Florida
|
–
|
-$4.14M
|
-8
|
Closed
|
|
|
1014
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$4.14M
|
-8
|
Closed
|
|
|
1015
|
Hofer & Associates
Thousand Oaks,
California
|
–
|
-$3.62M
|
-7
|
Closed
|
|
|
1016
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$3.63M
|
-7
|
Closed
|
|
|
1017
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$3.11M
|
-6
|
Closed
|
|
|
1018
|
CWA Asset Management Group
Naples,
Florida
|
–
|
-$3.11M
|
-6
|
Closed
|
|
|
1019
|
Vestor Capital
Chicago,
Illinois
|
–
|
-$3.11M
|
-6
|
Closed
|
|
|
1020
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$3.11M
|
-6
|
Closed
|
|
|
1021
|
Advisors Capital Management
Ridgewood,
New Jersey
|
–
|
-$2.59M
|
-5
|
Closed
|
|
|
1022
|
Augustine Asset Management
Jacksonville,
Florida
|
–
|
-$2.59M
|
-5
|
Closed
|
|
|
1023
|
Delta Investment Management
San Francisco,
California
|
–
|
-$2.59M
|
-5
|
Closed
|
|
|
1024
|
Goldstein Advisors
Madison,
Wisconsin
|
–
|
-$2.59M
|
-5
|
Closed
|
|
|
1025
|
Oak Grove Capital
North Hampton,
New Hampshire
|
–
|
-$2.59M
|
-5
|
Closed
|
|
