|
1001
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
–
|
-$403K
|
-729
|
Closed
|
|
|
1002
|
Covenant Partners
Nashville,
Tennessee
|
–
|
-$394K
|
-713
|
Closed
|
|
|
1003
|
|
–
|
-$386K
|
-699
|
Closed
|
|
|
1004
|
Security Financial Services
Fort Wayne,
Indiana
|
–
|
-$386K
|
-699
|
Closed
|
|
|
1005
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$374K
|
-676
|
Closed
|
|
|
1006
|
Asset One Wealth Management
Bellevue,
Washington
|
–
|
-$409K
|
-653
|
Closed
|
|
|
1007
|
Two Sigma Advisers
New York
|
–
|
-$321K
|
-580
|
Closed
|
|
|
1008
|
OneAscent Family Office
Birmingham,
Alabama
|
–
|
-$314K
|
-568
|
Closed
|
|
|
1009
|
Ravenstone Capital Management
Toronto,
|
–
|
-$249K
|
-450
|
Closed
|
|
|
1010
|
Capula Management
Grand Cayman,
Cayman Islands
|
–
|
-$243K
|
-440
|
Closed
|
|
|
1011
|
Optivise Advisory Services
Franklin,
Tennessee
|
–
|
-$219K
|
-396
|
Closed
|
|
|
1012
|
Genesis Private Wealth
Ashburn,
Virginia
|
–
|
-$206K
|
-372
|
Closed
|
|
|
1013
|
PharVision Advisers
Boca Raton,
Florida
|
–
|
-$203K
|
-368
|
Closed
|
|
|
1014
|
AlphaCore Capital
La Jolla,
California
|
–
|
-$200K
|
-362
|
Closed
|
|
|
1015
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$231K
|
-354
|
Closed
|
|
|
1016
|
|
–
|
-$133K
|
-240
|
Closed
|
|
|
1017
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$101K
|
-182
|
Closed
|
|
|
1018
|
Caitong International Asset Management
Hong Kong
|
–
|
-$69.6K
|
-126
|
Closed
|
|
|
1019
|
Osterweis Capital Management
San Francisco,
California
|
–
|
-$48.6K
|
-88
|
Closed
|
|
|
1020
|
Bayforest Capital
London,
United Kingdom
|
–
|
-$47K
|
-85
|
Closed
|
|
|
1021
|
Matrix Trust Company
Denver,
Colorado
|
–
|
-$45K
|
-82
|
Closed
|
|
|
1022
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$43.1K
|
-78
|
Closed
|
|
|
1023
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
–
|
-$34.3K
|
-62
|
Closed
|
|
|
1024
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
–
|
-$30.4K
|
-55
|
Closed
|
|
|
1025
|
|
–
|
-$13.8K
|
-25
|
Closed
|
|
