|
1201
|
Paloma Partners
Greenwich,
Connecticut
|
–
|
-$806K
|
-20,257
|
Closed
|
|
|
1202
|
Certuity
North Palm Beach,
Florida
|
–
|
-$584K
|
-14,684
|
Closed
|
|
|
1203
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$558K
|
-14,011
|
Closed
|
|
|
1204
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$557K
|
-13,991
|
Closed
|
|
|
1205
|
CastleArk Alternatives
Chicago,
Illinois
|
–
|
-$529K
|
-13,290
|
Closed
|
|
|
1206
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$488K
|
-12,192
|
Closed
|
|
|
1207
|
Symphony Financial
Houston,
Texas
|
–
|
-$435K
|
-10,924
|
Closed
|
|
|
1208
|
Caption Management
Oklahoma City,
Oklahoma
|
–
|
-$398K
|
-10,000
|
Closed
|
|
|
1209
|
Beam Wealth Advisors
Covington,
Louisiana
|
–
|
-$372K
|
-9,343
|
Closed
|
|
|
1210
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$348K
|
-8,733
|
Closed
|
|
|
1211
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
–
|
-$329K
|
-8,259
|
Closed
|
|
|
1212
|
Asahi Life Asset Management
Tokyo,
Japan
|
–
|
-$283K
|
-7,100
|
Closed
|
|
|
1213
|
|
–
|
-$276K
|
-6,941
|
Closed
|
|
|
1214
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$275K
|
-6,897
|
Closed
|
|
|
1215
|
Brown Advisory Securities
Baltimore,
Maryland
|
–
|
-$268K
|
-6,721
|
Closed
|
|
|
1216
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
–
|
-$238K
|
-5,970
|
Closed
|
|
|
1217
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$230K
|
-5,777
|
Closed
|
|
|
1218
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
–
|
-$227K
|
-5,700
|
Closed
|
|
|
1219
|
Bridges Investment Management
Omaha,
Nebraska
|
–
|
-$225K
|
-5,640
|
Closed
|
|
|
1220
|
Engineers Gate Manager
New York
|
–
|
-$224K
|
-5,630
|
Closed
|
|
|
1221
|
Saratoga Research & Investment Management
Saratoga,
California
|
–
|
-$223K
|
-5,592
|
Closed
|
|
|
1222
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$222K
|
-5,584
|
Closed
|
|
|
1223
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
–
|
-$220K
|
-5,529
|
Closed
|
|
|
1224
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$218K
|
-5,473
|
Closed
|
|
|
1225
|
Wealthspire Advisors (New York)
New York
|
–
|
-$215K
|
-5,405
|
Closed
|
|
