|
1001
|
Somerset Group
Wayzata,
Minnesota
|
–
|
-$1.01M
|
-15,805
|
Closed
|
|
|
1002
|
Integral Derivatives
New York
|
–
|
-$611K
|
-9,786
|
Closed
|
|
|
1003
|
|
–
|
-$579K
|
-9,029
|
Closed
|
|
|
1004
|
Weatherstone Capital Management
Denver,
Colorado
|
–
|
-$520K
|
-8,125
|
Closed
|
|
|
1005
|
Nationwide Fund Advisors
Columbus,
Ohio
|
–
|
-$513K
|
-8,000
|
Closed
|
|
|
1006
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
–
|
-$507K
|
-7,900
|
Closed
|
|
|
1007
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
–
|
-$450K
|
-7,023
|
Closed
|
|
|
1008
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
–
|
-$409K
|
-6,382
|
Closed
|
|
|
1009
|
Whalerock Point Partners
Providence,
Rhode Island
|
–
|
-$336K
|
-5,241
|
Closed
|
|
|
1010
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
–
|
-$321K
|
-5,000
|
Closed
|
|
|
1011
|
Round Table Services
Westfield,
New Jersey
|
–
|
-$281K
|
-4,375
|
Closed
|
|
|
1012
|
DF Dent & Co
Baltimore,
Maryland
|
–
|
-$267K
|
-4,169
|
Closed
|
|
|
1013
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$263K
|
-4,102
|
Closed
|
|
|
1014
|
E.S. Barr & Co
Lexington,
Kentucky
|
–
|
-$253K
|
-3,938
|
Closed
|
|
|
1015
|
Wills Financial Group
Richmond,
Virginia
|
–
|
-$246K
|
-3,850
|
Closed
|
|
|
1016
|
Aspiriant Holdings S3
Los Angeles,
California
|
–
|
-$223K
|
-3,482
|
Closed
|
|
|
1017
|
First American Trust
Santa Ana,
California
|
–
|
-$223K
|
-3,479
|
Closed
|
|
|
1018
|
Bank of Stockton
Stockton,
California
|
–
|
-$219K
|
-3,415
|
Closed
|
|
|
1019
|
Pillar Pacific Capital Management
Pacifica,
California
|
–
|
-$218K
|
-3,400
|
Closed
|
|
|
1020
|
Torch Wealth Management
Cincinnati,
Ohio
|
–
|
-$213K
|
-3,315
|
Closed
|
|
|
1021
|
Beacon Trust
Morristown,
New Jersey
|
–
|
-$211K
|
-3,282
|
Closed
|
|
|
1022
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$209K
|
-3,263
|
Closed
|
|
|
1023
|
First Merchants Corp
Muncie,
Indiana
|
–
|
-$208K
|
-3,251
|
Closed
|
|
|
1024
|
Carret Asset Management
New York
|
–
|
-$204K
|
-3,181
|
Closed
|
|
|
1025
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
–
|
-$202K
|
-3,157
|
Closed
|
|
