|
1901
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$8.89M
|
-309,484
|
Closed
|
|
|
1902
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
–
|
-$6.62M
|
-230,643
|
Closed
|
|
|
1903
|
Moran Wealth Management
Naples,
Florida
|
–
|
-$5.69M
|
-198,340
|
Closed
|
|
|
1904
|
Qsemble Capital Management
New York
|
–
|
-$4.7M
|
-163,740
|
Closed
|
|
|
1905
|
Entropy Technologies
New York
|
–
|
-$4.46M
|
-155,234
|
Closed
|
|
|
1906
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$4.23M
|
-147,440
|
Closed
|
|
|
1907
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
–
|
-$4.04M
|
-140,734
|
Closed
|
|
|
1908
|
Pacific Capital Partners
London,
|
–
|
-$3.46M
|
-120,520
|
Closed
|
|
|
1909
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
–
|
-$3.36M
|
-117,021
|
Closed
|
|
|
1910
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
–
|
-$3.01M
|
-104,881
|
Closed
|
|
|
1911
|
American Assets Investment Management
San Diego,
California
|
–
|
-$2.87M
|
-100,000
|
Closed
|
|
|
1912
|
Neo Ivy Capital Management
New York
|
–
|
-$2.65M
|
-93,407
|
Closed
|
|
|
1913
|
Dean Investment Associates
Beavercreek,
Ohio
|
–
|
-$2.64M
|
-91,848
|
Closed
|
|
|
1914
|
Harrell Investment Partners
Austin,
Texas
|
–
|
-$2.51M
|
-87,453
|
Closed
|
|
|
1915
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
–
|
-$2.23M
|
-77,645
|
Closed
|
|
|
1916
|
|
–
|
-$2.16M
|
-75,351
|
Closed
|
|
|
1917
|
Access Investment Management
Atlanta,
Georgia
|
–
|
-$2.12M
|
-73,750
|
Closed
|
|
|
1918
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$2.06M
|
-71,833
|
Closed
|
|
|
1919
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$2.03M
|
-71,690
|
Closed
|
|
|
1920
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$1.84M
|
-64,200
|
Closed
|
|
|
1921
|
Two Sigma Securities
New York
|
–
|
-$1.73M
|
-60,229
|
Closed
|
|
|
1922
|
KMG Fiduciary Partners
Toledo,
Ohio
|
–
|
-$1.68M
|
-58,427
|
Closed
|
|
|
1923
|
Precedent Wealth Partners
Houston,
Texas
|
–
|
-$1.64M
|
-57,036
|
Closed
|
|
|
1924
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
–
|
-$1.56M
|
-54,284
|
Closed
|
|
|
1925
|
American Trust
Lexington,
Kentucky
|
–
|
-$1.48M
|
-51,585
|
Closed
|
|
