|
1876
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$7.52M
|
-142,970
|
Closed
|
|
|
1877
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
–
|
-$6.5M
|
-123,530
|
Closed
|
|
|
1878
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
–
|
-$5.91M
|
-112,225
|
Closed
|
|
|
1879
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$4.06M
|
-75,205
|
Closed
|
|
|
1880
|
McDonald Partners
Cleveland,
Ohio
|
–
|
-$3.53M
|
-67,045
|
Closed
|
|
|
1881
|
Harvard Management Company
Boston,
Massachusetts
|
–
|
-$3.34M
|
-63,415
|
Closed
|
|
|
1882
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$2.12M
|
-40,380
|
Closed
|
|
|
1883
|
New York Life Investment Management
New York
|
–
|
-$1.51M
|
-28,665
|
Closed
|
|
|
1884
|
QCM Cayman
Houston,
Texas
|
–
|
-$1.06M
|
-20,180
|
Closed
|
|
|
1885
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$955K
|
-18,160
|
Closed
|
|
|
1886
|
|
–
|
-$1.04M
|
-17,990
|
Closed
|
|
|
1887
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
–
|
-$778K
|
-14,795
|
Closed
|
|
|
1888
|
Chilton Investment Company
Stamford,
Connecticut
|
–
|
-$550K
|
-10,460
|
Closed
|
|
|
1889
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$436K
|
-8,280
|
Closed
|
|
|
1890
|
|
–
|
-$379K
|
-6,810
|
Closed
|
|
|
1891
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
–
|
-$278K
|
-5,275
|
Closed
|
|
|
1892
|
MRA Advisory Group
Parsippany,
New Jersey
|
–
|
-$246K
|
-4,675
|
Closed
|
|
|
1893
|
Trillium Asset Management
Boston,
Massachusetts
|
–
|
-$244K
|
-4,635
|
Closed
|
|
|
1894
|
Praetorian Wealth Management
Carmel,
California
|
–
|
-$224K
|
-4,265
|
Closed
|
|
|
1895
|
Day & Ennis
Macon,
Georgia
|
–
|
-$207K
|
-3,930
|
Closed
|
|
|
1896
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$203K
|
-3,850
|
Closed
|
|
|
1897
|
Parcion Private Wealth
Bellevue,
Washington
|
–
|
-$206K
|
-3,750
|
Closed
|
|
|
1898
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$194K
|
-3,690
|
Closed
|
|
|
1899
|
Kelly Lawrence W & Associates
Pasadens,
California
|
–
|
-$158K
|
-3,000
|
Closed
|
|
|
1900
|
Cabot-Wellington
Boston,
Massachusetts
|
–
|
-$99K
|
-1,885
|
Closed
|
|
