|
1001
|
Riverwater Partners
Milwaukee,
Wisconsin
|
–
|
-$630K
|
-4,761
|
Closed
|
|
|
1002
|
Fiduciary Family Office
Boca Raton,
Florida
|
–
|
-$610K
|
-4,611
|
Closed
|
|
|
1003
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$593K
|
-4,482
|
Closed
|
|
|
1004
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$587K
|
-4,440
|
Closed
|
|
|
1005
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
–
|
-$576K
|
-4,352
|
Closed
|
|
|
1006
|
Teacher Retirement System of Texas
Austin,
Texas
|
–
|
-$564K
|
-4,269
|
Closed
|
|
|
1007
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
–
|
-$545K
|
-4,122
|
Closed
|
|
|
1008
|
PAX Financial Group
San Antonio,
Texas
|
–
|
-$541K
|
-4,089
|
Closed
|
|
|
1009
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$508K
|
-3,843
|
Closed
|
|
|
1010
|
Frisch Financial Group
Melville,
New York
|
–
|
-$487K
|
-3,686
|
Closed
|
|
|
1011
|
Nations Financial Group
Cedar Rapids,
Iowa
|
–
|
-$483K
|
-3,652
|
Closed
|
|
|
1012
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
–
|
-$429K
|
-3,576
|
Closed
|
|
|
1013
|
Roundview Capital
Princeton,
New Jersey
|
–
|
-$464K
|
-3,512
|
Closed
|
|
|
1014
|
True Vision MN
Woodbury,
Minnesota
|
–
|
-$447K
|
-3,383
|
Closed
|
|
|
1015
|
Bremer Bank National Association
St Paul,
Minnesota
|
–
|
-$441K
|
-3,336
|
Closed
|
|
|
1016
|
Kennon-Green & Company
New Albany,
Ohio
|
–
|
-$435K
|
-3,291
|
Closed
|
|
|
1017
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$425K
|
-3,213
|
Closed
|
|
|
1018
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
–
|
-$416K
|
-3,143
|
Closed
|
|
|
1019
|
Stevens Capital Management
Radnor,
Pennsylvania
|
–
|
-$390K
|
-2,949
|
Closed
|
|
|
1020
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
–
|
-$390K
|
-2,947
|
Closed
|
|
|
1021
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$386K
|
-2,919
|
Closed
|
|
|
1022
|
Schechter Investment Advisors
Birmingham,
Michigan
|
–
|
-$381K
|
-2,883
|
Closed
|
|
|
1023
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
–
|
-$381K
|
-2,878
|
Closed
|
|
|
1024
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$372K
|
-2,818
|
Closed
|
|
|
1025
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$368K
|
-2,781
|
Closed
|
|
