|
1901
|
Alerus Financial
Grand Forks,
North Dakota
|
$855
|
-$876
|
-4
|
-50%
|
|
|
1902
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$855
|
–
|
–
|
–
|
|
|
1903
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$855
|
+$876
|
+4
|
New
|
|
|
1904
|
|
$427
|
-$1.53M
|
-6,971
|
-100%
|
|
|
1905
|
|
–
|
-$101M
|
-480,000
|
Closed
|
|
|
1906
|
Covenant Partners
Nashville,
Tennessee
|
–
|
-$64.8M
|
-307,868
|
Closed
|
|
|
1907
|
Gainplan
Bloomfield Hills,
Michigan
|
–
|
-$43.8M
|
-208,239
|
Closed
|
|
|
1908
|
Lyrical Asset Management
New York
|
–
|
-$16.4M
|
-77,777
|
Closed
|
|
|
1909
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$12.6M
|
-60,000
|
Closed
|
|
|
1910
|
|
–
|
-$12.1M
|
-55,236
|
Closed
|
|
|
1911
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$7.74M
|
-37,307
|
Closed
|
|
|
1912
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$5.76M
|
-27,399
|
Closed
|
|
|
1913
|
Caprock Group
Boise,
Idaho
|
–
|
-$5.09M
|
-24,190
|
Closed
|
|
|
1914
|
Seven Mile Advisory
Ewing,
New Jersey
|
–
|
-$5.06M
|
-24,056
|
Closed
|
|
|
1915
|
ClearBridge Investments
New York
|
–
|
-$4.85M
|
-23,060
|
Closed
|
|
|
1916
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$4.82M
|
-22,028
|
Closed
|
|
|
1917
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
–
|
-$4.38M
|
-20,822
|
Closed
|
|
|
1918
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$4.05M
|
-19,268
|
Closed
|
|
|
1919
|
Raffa Wealth Management
Washington,
District of Columbia
|
–
|
-$3.87M
|
-18,395
|
Closed
|
|
|
1920
|
Seizert Capital Partners
Birmingham,
Michigan
|
–
|
-$3.7M
|
-17,577
|
Closed
|
|
|
1921
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$3.29M
|
-15,651
|
Closed
|
|
|
1922
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$3.38M
|
-15,418
|
Closed
|
|
|
1923
|
Pullen Investment Management
Bradenton,
Florida
|
–
|
-$2.98M
|
-14,161
|
Closed
|
|
|
1924
|
J2 Capital Management
Troy,
Michigan
|
–
|
-$2.06M
|
-9,776
|
Closed
|
|
|
1925
|
Argent Capital Management
St Louis,
Missouri
|
–
|
-$1.78M
|
-8,485
|
Closed
|
|
