|
1876
|
Jeppson Wealth Management
Manhattan Beach,
California
|
–
|
-$217K
|
-4,832
|
Closed
|
|
|
1877
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
–
|
-$217K
|
-4,824
|
Closed
|
|
|
1878
|
Polymer Capital Management
New York
|
–
|
-$207K
|
-4,608
|
Closed
|
|
|
1879
|
|
–
|
-$195K
|
-4,348
|
Closed
|
|
|
1880
|
CKW Financial Group
Honolulu,
Hawaii
|
–
|
-$162K
|
-3,600
|
Closed
|
|
|
1881
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
–
|
-$104K
|
-2,325
|
Closed
|
|
|
1882
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$86.8K
|
-1,934
|
Closed
|
|
|
1883
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$76.9K
|
-1,714
|
Closed
|
|
|
1884
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$90.8K
|
-1,518
|
Closed
|
|
|
1885
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$56.3K
|
-1,282
|
Closed
|
|
|
1886
|
Mechanics Financial Corp
Mansfield,
Ohio
|
–
|
-$56.5K
|
-1,258
|
Closed
|
|
|
1887
|
Mendota Financial Group
Madison,
Wisconsin
|
–
|
-$44K
|
-981
|
Closed
|
|
|
1888
|
FLP Wealth Management
Bentonville,
Arkansas
|
–
|
-$43.8K
|
-975
|
Closed
|
|
|
1889
|
Oarsman Capital
Milwaukee,
Wisconsin
|
–
|
-$42.6K
|
-950
|
Closed
|
|
|
1890
|
Providence First Trust
Scottsdale,
Arizona
|
–
|
-$42.4K
|
-945
|
Closed
|
|
|
1891
|
Transcendent Capital Group
Edmond,
Oklahoma
|
–
|
-$41.2K
|
-917
|
Closed
|
|
|
1892
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
–
|
-$39.7K
|
-884
|
Closed
|
|
|
1893
|
MidAtlantic Capital Management
Richmond,
Virginia
|
–
|
-$37.1K
|
-827
|
Closed
|
|
|
1894
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$34.7K
|
-774
|
Closed
|
|
|
1895
|
Paladin Advisory Group
Clive,
Iowa
|
–
|
-$25.8K
|
-574
|
Closed
|
|
|
1896
|
Cyrus J. Lawrence
New York
|
–
|
-$21K
|
-486
|
Closed
|
|
|
1897
|
Castleview Partners
Dallas,
Texas
|
–
|
-$20.8K
|
-470
|
Closed
|
|
|
1898
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
–
|
-$20.6K
|
-460
|
Closed
|
|
|
1899
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
–
|
-$20.2K
|
-450
|
Closed
|
|
|
1900
|
Performa Ltd (US)
Charleston,
South Carolina
|
–
|
-$18K
|
-400
|
Closed
|
|
