|
501
|
Peterson Wealth Advisors
Orem,
Utah
|
–
|
-$1.89M
|
-18,466
|
Closed
|
|
|
502
|
Private Wealth Group
Tampa,
Florida
|
–
|
-$1.72M
|
-16,737
|
Closed
|
|
|
503
|
Kohlberg Kravis Roberts & Co
New York
|
–
|
-$1.58M
|
-15,381
|
Closed
|
|
|
504
|
Genesee Capital Advisors
Auburn,
New York
|
–
|
-$1.54M
|
-15,028
|
Closed
|
|
|
505
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
–
|
-$1.47M
|
-14,318
|
Closed
|
|
|
506
|
|
–
|
-$1.33M
|
-13,023
|
Closed
|
|
|
507
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.32M
|
-12,848
|
Closed
|
|
|
508
|
Winning Points Advisors
Boca Raton,
Florida
|
–
|
-$1.25M
|
-12,200
|
Closed
|
|
|
509
|
J2 Capital Management
Troy,
Michigan
|
–
|
-$861K
|
-8,399
|
Closed
|
|
|
510
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$724K
|
-7,061
|
Closed
|
|
|
511
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
–
|
-$717K
|
-7,000
|
Closed
|
|
|
512
|
Eclectic Associates
Fullerton,
California
|
–
|
-$668K
|
-6,518
|
Closed
|
|
|
513
|
ExodusPoint Capital Management
New York
|
–
|
-$646K
|
-6,299
|
Closed
|
|
|
514
|
Atria Wealth Solutions
New York
|
–
|
-$639K
|
-6,237
|
Closed
|
|
|
515
|
Cerity Partners OCIO
New York
|
–
|
-$639K
|
-6,232
|
Closed
|
|
|
516
|
Lowery Thomas LLC
Pebble Beach,
California
|
–
|
-$639K
|
-6,230
|
Closed
|
|
|
517
|
55I LLC
Boston,
Massachusetts
|
–
|
-$626K
|
-6,108
|
Closed
|
|
|
518
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
–
|
-$620K
|
-6,047
|
Closed
|
|
|
519
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$515K
|
-5,025
|
Closed
|
|
|
520
|
Burney Company
Reston,
Virginia
|
–
|
-$449K
|
-4,377
|
Closed
|
|
|
521
|
Petix & Botte Financial
La Mesa,
California
|
–
|
-$446K
|
-4,353
|
Closed
|
|
|
522
|
Prentice Wealth Management
Rochester,
New York
|
–
|
-$425K
|
-4,136
|
Closed
|
|
|
523
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
–
|
-$377K
|
-3,681
|
Closed
|
|
|
524
|
Slow Capital
Greenbrae,
California
|
–
|
-$357K
|
-3,480
|
Closed
|
|
|
525
|
Trivium Point Advisory
Westport,
Connecticut
|
–
|
-$347K
|
-3,441
|
Closed
|
|
