|
1026
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
–
|
-$11.3M
|
-135,874
|
Closed
|
|
|
1027
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$9.82M
|
-118,477
|
Closed
|
|
|
1028
|
Renaissance Technologies
New York
|
–
|
-$9.11M
|
-109,900
|
Closed
|
|
|
1029
|
Partners Capital Investment Group
Boston,
Massachusetts
|
–
|
-$4.39M
|
-53,000
|
Closed
|
|
|
1030
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$3.87M
|
-46,736
|
Closed
|
|
|
1031
|
Columbia Asset Management
Ann Arbor,
Michigan
|
–
|
-$3.1M
|
-37,422
|
Closed
|
|
|
1032
|
Liquid Strategies
Atlanta,
Georgia
|
–
|
-$3M
|
-36,200
|
Closed
|
|
|
1033
|
Windham Capital Management
Boston,
Massachusetts
|
–
|
-$2.99M
|
-36,070
|
Closed
|
|
|
1034
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$2.21M
|
-26,595
|
Closed
|
|
|
1035
|
Denver PWM
Denver,
Colorado
|
–
|
-$1.27M
|
-15,350
|
Closed
|
|
|
1036
|
First Ascent Asset Management
Denver,
Colorado
|
–
|
-$977K
|
-11,781
|
Closed
|
|
|
1037
|
Raub Brock Capital Management
Larkspur,
California
|
–
|
-$663K
|
-8,000
|
Closed
|
|
|
1038
|
|
–
|
-$635K
|
-7,666
|
Closed
|
|
|
1039
|
John G. Ullman & Associates
Corning,
New York
|
–
|
-$587K
|
-7,079
|
Closed
|
|
|
1040
|
American Research & Management Company
Marion,
Massachusetts
|
–
|
-$584K
|
-7,040
|
Closed
|
|
|
1041
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
–
|
-$563K
|
-6,786
|
Closed
|
|
|
1042
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
–
|
-$514K
|
-6,201
|
Closed
|
|
|
1043
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$509K
|
-6,138
|
Closed
|
|
|
1044
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
–
|
-$499K
|
-6,017
|
Closed
|
|
|
1045
|
Keystone Wealth Partners
Chandler,
Arizona
|
–
|
-$496K
|
-5,987
|
Closed
|
|
|
1046
|
Ratio Wealth Group
Denver,
Colorado
|
–
|
-$479K
|
-5,782
|
Closed
|
|
|
1047
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$474K
|
-5,719
|
Closed
|
|
|
1048
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$421K
|
-5,091
|
Closed
|
|
|
1049
|
SFMG Wealth Advisors
Plano,
Texas
|
–
|
-$410K
|
-4,940
|
Closed
|
|
|
1050
|
Weitz Investment Management
Omaha,
Nebraska
|
–
|
-$389K
|
-4,692
|
Closed
|
|
