|
1001
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
–
|
-$1.12M
|
-4,553
|
Closed
|
|
|
1002
|
ODDO BHF Asset Management
Paris,
France
|
–
|
-$1.1M
|
-4,480
|
Closed
|
|
|
1003
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$1.08M
|
-4,385
|
Closed
|
|
|
1004
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
–
|
-$1.01M
|
-4,086
|
Closed
|
|
|
1005
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$962K
|
-3,909
|
Closed
|
|
|
1006
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$273K
|
-3,671
|
Closed
|
|
|
1007
|
Penobscot Investment Management
Boston,
Massachusetts
|
–
|
-$900K
|
-3,654
|
Closed
|
|
|
1008
|
Exit Wealth Advisors
Atlanta,
Georgia
|
–
|
-$803K
|
-3,261
|
Closed
|
|
|
1009
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
–
|
-$685K
|
-2,782
|
Closed
|
|
|
1010
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$638K
|
-2,490
|
Closed
|
|
|
1011
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$593K
|
-2,407
|
Closed
|
|
|
1012
|
Kessler Investment Group
Columbus,
Indiana
|
–
|
-$568K
|
-2,306
|
Closed
|
|
|
1013
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
–
|
-$557K
|
-2,263
|
Closed
|
|
|
1014
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$526K
|
-2,137
|
Closed
|
|
|
1015
|
Pinnacle Associates
New York
|
–
|
-$515K
|
-2,090
|
Closed
|
|
|
1016
|
Bridgewater Advisors
New York
|
–
|
-$384K
|
-1,907
|
Closed
|
|
|
1017
|
Petros Family Wealth
Bloomington,
Minnesota
|
–
|
-$460K
|
-1,868
|
Closed
|
|
|
1018
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$454K
|
-1,844
|
Closed
|
|
|
1019
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$425K
|
-1,724
|
Closed
|
|
|
1020
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$366K
|
-1,488
|
Closed
|
|
|
1021
|
Waddell & Associates
Memphis,
Tennessee
|
–
|
-$362K
|
-1,471
|
Closed
|
|
|
1022
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
–
|
-$357K
|
-1,448
|
Closed
|
|
|
1023
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$355K
|
-1,442
|
Closed
|
|
|
1024
|
InceptionR
Lafayette,
California
|
–
|
-$351K
|
-1,424
|
Closed
|
|
|
1025
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
–
|
-$350K
|
-1,420
|
Closed
|
|
