|
1901
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
–
|
-$908K
|
-13,878
|
Closed
|
|
|
1902
|
Solitude Financial Services
Charlottesville,
Virginia
|
–
|
-$843K
|
-12,879
|
Closed
|
|
|
1903
|
Atalanta Sosnoff Capital
New York
|
–
|
-$783K
|
-11,958
|
Closed
|
|
|
1904
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$768K
|
-11,738
|
Closed
|
|
|
1905
|
Q3 Asset Management
Birmingham,
Michigan
|
–
|
-$608K
|
-9,251
|
Closed
|
|
|
1906
|
Aigen Investment Management
New York
|
–
|
-$556K
|
-8,498
|
Closed
|
|
|
1907
|
Farmers National Bank
Danville,
Kentucky
|
–
|
-$536K
|
-8,183
|
Closed
|
|
|
1908
|
Crawford Investment Counsel
Atlanta,
Georgia
|
–
|
-$527K
|
-8,060
|
Closed
|
|
|
1909
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$525K
|
-7,998
|
Closed
|
|
|
1910
|
Source Financial Advisors
New York
|
–
|
-$514K
|
-7,853
|
Closed
|
|
|
1911
|
Teza Capital Management
Chicago,
Illinois
|
–
|
-$490K
|
-7,490
|
Closed
|
|
|
1912
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$480K
|
-7,362
|
Closed
|
|
|
1913
|
Capital Bank & Trust
Irvine,
California
|
–
|
-$445K
|
-6,798
|
Closed
|
|
|
1914
|
Westshore Wealth
Newport Beach,
California
|
–
|
-$437K
|
-6,683
|
Closed
|
|
|
1915
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$419K
|
-6,409
|
Closed
|
|
|
1916
|
Two Sigma Investments
New York
|
–
|
-$427K
|
-6,397
|
Closed
|
|
|
1917
|
Advisory Research
Chicago,
Illinois
|
–
|
-$417K
|
-6,373
|
Closed
|
|
|
1918
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$409K
|
-6,251
|
Closed
|
|
|
1919
|
Credit Capital Investments
Livingston,
New Jersey
|
–
|
-$394K
|
-6,019
|
Closed
|
|
|
1920
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
–
|
-$393K
|
-6,012
|
Closed
|
|
|
1921
|
Comerica Securities
Detroit,
Michigan
|
–
|
-$356K
|
-5,436
|
Closed
|
|
|
1922
|
Boston Common Asset Management
Boston,
Massachusetts
|
–
|
-$354K
|
-5,412
|
Closed
|
|
|
1923
|
First Wilshire Securities Management
Pasadena,
California
|
–
|
-$352K
|
-5,377
|
Closed
|
|
|
1924
|
Equitable Trust
Nashville,
Tennessee
|
–
|
-$351K
|
-5,363
|
Closed
|
|
|
1925
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
–
|
-$341K
|
-5,212
|
Closed
|
|
