|
1026
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
–
|
-$260K
|
-2,120
|
Closed
|
|
|
1027
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$249K
|
-2,024
|
Closed
|
|
|
1028
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
–
|
-$237K
|
-1,927
|
Closed
|
|
|
1029
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$231K
|
-1,884
|
Closed
|
|
|
1030
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$230K
|
-1,869
|
Closed
|
|
|
1031
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$228K
|
-1,857
|
Closed
|
|
|
1032
|
DRW Securities
Chicago,
Illinois
|
–
|
-$227K
|
-1,844
|
Closed
|
|
|
1033
|
Strategic Financial Services
Utica,
New York
|
–
|
-$221K
|
-1,799
|
Closed
|
|
|
1034
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$226K
|
-1,774
|
Closed
|
|
|
1035
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
–
|
-$215K
|
-1,752
|
Closed
|
|
|
1036
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$209K
|
-1,700
|
Closed
|
|
|
1037
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$209K
|
-1,698
|
Closed
|
|
|
1038
|
WMS Partners
Towson,
Maryland
|
–
|
-$208K
|
-1,690
|
Closed
|
|
|
1039
|
Souders Financial Advisors
Cincinnati,
Ohio
|
–
|
-$204K
|
-1,661
|
Closed
|
|
|
1040
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
–
|
-$203K
|
-1,654
|
Closed
|
|
|
1041
|
West Family Investments
Carlsbad,
California
|
–
|
-$203K
|
-1,654
|
Closed
|
|
|
1042
|
Caprock Group
Boise,
Idaho
|
–
|
-$202K
|
-1,649
|
Closed
|
|
|
1043
|
Maverick Capital
Dallas,
Texas
|
–
|
-$130K
|
-1,061
|
Closed
|
|
|
1044
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$115K
|
-942
|
Closed
|
|
|
1045
|
CX Institutional
Auburn,
Indiana
|
–
|
-$85K
|
-694
|
Closed
|
|
|
1046
|
ADE LLC
Baltimore,
Maryland
|
–
|
-$80K
|
-653
|
Closed
|
|
|
1047
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$78K
|
-649
|
Closed
|
|
|
1048
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
–
|
-$66K
|
-540
|
Closed
|
|
|
1049
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
-$52K
|
-426
|
Closed
|
|
|
1050
|
Altshuler Shaham
Tel Aviv,
Israel
|
–
|
-$46K
|
-369
|
Closed
|
|