|
2026
|
Bailard
Foster City,
California
|
–
|
-$224K
|
-2,154
|
Closed
|
|
|
2027
|
Southeast Asset Advisors
Thomasville,
Georgia
|
–
|
-$223K
|
-2,149
|
Closed
|
|
|
2028
|
OneFund LLC
Saint Petersburg,
Florida
|
–
|
-$223K
|
-2,146
|
Closed
|
|
|
2029
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
–
|
-$220K
|
-2,122
|
Closed
|
|
|
2030
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$220K
|
-2,118
|
Closed
|
|
|
2031
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$220K
|
-2,116
|
Closed
|
|
|
2032
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$219K
|
-2,109
|
Closed
|
|
|
2033
|
Ellsworth Advisors
Hudson,
Ohio
|
–
|
-$218K
|
-2,104
|
Closed
|
|
|
2034
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
–
|
-$218K
|
-2,101
|
Closed
|
|
|
2035
|
Trinity Financial Advisors
Columbus,
Ohio
|
–
|
-$206K
|
-2,100
|
Closed
|
|
|
2036
|
|
–
|
-$217K
|
-2,093
|
Closed
|
|
|
2037
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
–
|
-$213K
|
-2,055
|
Closed
|
|
|
2038
|
Fiduciary Financial Group
San Rafael,
California
|
–
|
-$206K
|
-2,049
|
Closed
|
|
|
2039
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$212K
|
-2,043
|
Closed
|
|
|
2040
|
Hudson Value Partners
Palm Beach,
Florida
|
–
|
-$212K
|
-2,040
|
Closed
|
|
|
2041
|
Aristotle Capital Management
Los Angeles,
California
|
–
|
-$211K
|
-2,031
|
Closed
|
|
|
2042
|
Sage Mountain Advisors
Atlanta,
Georgia
|
–
|
-$210K
|
-2,026
|
Closed
|
|
|
2043
|
Seneca House Advisors
Richmond,
Virginia
|
–
|
-$209K
|
-2,013
|
Closed
|
|
|
2044
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$208K
|
-2,008
|
Closed
|
|
|
2045
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
–
|
-$208K
|
-2,005
|
Closed
|
|
|
2046
|
Philip James Wealth Mangement
Milton,
Georgia
|
–
|
-$208K
|
-2,003
|
Closed
|
|
|
2047
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
–
|
-$207K
|
-2,000
|
Closed
|
|
|
2048
|
Delta Capital Management
Red Bank,
New Jersey
|
–
|
-$208K
|
-2,000
|
Closed
|
|
|
2049
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
–
|
-$208K
|
-2,000
|
Closed
|
|
|
2050
|
Quantum Private Wealth
Tampa,
Florida
|
–
|
-$208K
|
-2,000
|
Closed
|
|
