|
101
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$363K
|
-16,745
|
Closed
|
|
|
102
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$358K
|
-16,507
|
Closed
|
|
|
103
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$157K
|
-15,278
|
Closed
|
|
|
104
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$330K
|
-15,206
|
Closed
|
|
|
105
|
West Family Investments
Carlsbad,
California
|
–
|
-$306K
|
-14,113
|
Closed
|
|
|
106
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$303K
|
-13,993
|
Closed
|
|
|
107
|
Park Avenue Securities
New York
|
–
|
-$301K
|
-13,899
|
Closed
|
|
|
108
|
CVA Family Office
Denver,
Colorado
|
–
|
-$267K
|
-12,333
|
Closed
|
|
|
109
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$267K
|
-12,300
|
Closed
|
|
|
110
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$248K
|
-11,421
|
Closed
|
|
|
111
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$246K
|
-11,352
|
Closed
|
|
|
112
|
Vident Investment Advisory
Alpharetta,
Georgia
|
–
|
-$244K
|
-11,252
|
Closed
|
|
|
113
|
Inspire Advisors
Meridian,
Idaho
|
–
|
-$228K
|
-10,499
|
Closed
|
|
|
114
|
Gallacher Capital Management
Lone Tree,
Colorado
|
–
|
-$222K
|
-10,240
|
Closed
|
|
|
115
|
Engineers Gate Manager
New York
|
–
|
-$221K
|
-10,194
|
Closed
|
|
|
116
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$217K
|
-10,010
|
Closed
|
|
|
117
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$207K
|
-9,538
|
Closed
|
|
|
118
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$203K
|
-9,349
|
Closed
|
|
|
119
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$195K
|
-8,974
|
Closed
|
|
|
120
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$167K
|
-7,711
|
Closed
|
|
|
121
|
Aquatic Capital Management
Chicago,
Illinois
|
–
|
-$147K
|
-6,800
|
Closed
|
|
|
122
|
UBS Group
Zurich,
Switzerland
|
–
|
-$125K
|
-5,765
|
Closed
|
|
|
123
|
Addison Advisors
Middlebury,
Vermont
|
–
|
-$111K
|
-5,142
|
Closed
|
|
|
124
|
Penserra Capital Management
Orinda,
California
|
–
|
-$108K
|
-4,995
|
Closed
|
|
|
125
|
Parallel Advisors
San Francisco,
California
|
–
|
-$89.1K
|
-4,108
|
Closed
|
|