|
2026
|
Scopus Asset Management
New York
|
–
|
-$3.96M
|
-15,228
|
Closed
|
|
|
2027
|
Angelo Gordon & Co
New York
|
–
|
-$3.49M
|
-13,423
|
Closed
|
|
|
2028
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
–
|
-$3.29M
|
-12,636
|
Closed
|
|
|
2029
|
Horizon Investment Services
Hammond,
Indiana
|
–
|
-$2.99M
|
-11,483
|
Closed
|
|
|
2030
|
IBM Retirement Fund
Armonk,
New York
|
–
|
-$2.97M
|
-11,410
|
Closed
|
|
|
2031
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
–
|
-$2.42M
|
-9,317
|
Closed
|
|
|
2032
|
Lloyd Park
Wilmette,
Illinois
|
–
|
-$2.26M
|
-8,695
|
Closed
|
|
|
2033
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
–
|
-$2.22M
|
-8,532
|
Closed
|
|
|
2034
|
Windsor Wealth Management
Indianapolis,
Indiana
|
–
|
-$1.88M
|
-7,093
|
Closed
|
|
|
2035
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$1.49M
|
-5,730
|
Closed
|
|
|
2036
|
Rational Advisors
Huntington,
New York
|
–
|
-$1.45M
|
-5,579
|
Closed
|
|
|
2037
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
–
|
-$1.35M
|
-5,193
|
Closed
|
|
|
2038
|
Relative Value Partners Group
|
–
|
-$1.23M
|
-4,715
|
Closed
|
|
|
2039
|
Prudent Man Advisors
Naperville,
Illinois
|
–
|
-$1.22M
|
-4,696
|
Closed
|
|
|
2040
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
–
|
-$1.15M
|
-4,413
|
Closed
|
|
|
2041
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
–
|
-$1.24M
|
-4,260
|
Closed
|
|
|
2042
|
Stableford Capital II
Scottsdale,
Arizona
|
–
|
-$1.11M
|
-4,183
|
Closed
|
|
|
2043
|
Concentric Capital Strategies
Stamford,
Connecticut
|
–
|
-$851K
|
-3,271
|
Closed
|
|
|
2044
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$787K
|
-3,025
|
Closed
|
|
|
2045
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$626K
|
-2,717
|
Closed
|
|
|
2046
|
|
–
|
-$499K
|
-2,166
|
Closed
|
|
|
2047
|
Sante Capital Fund
Austin,
Texas
|
–
|
-$551K
|
-2,118
|
Closed
|
|
|
2048
|
Linscomb Wealth
Houston,
Texas
|
–
|
-$501K
|
-1,925
|
Closed
|
|
|
2049
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
–
|
-$499K
|
-1,918
|
Closed
|
|
|
2050
|
Prentice Wealth Management
Rochester,
New York
|
–
|
-$498K
|
-1,916
|
Closed
|
|
