|
1026
|
Ares Financial Consulting
Calabasas,
California
|
$94
|
+$95
|
+1
|
New
|
|
|
1027
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$19
|
–
|
–
|
–
|
|
|
1028
|
Cerity Partners OCIO
New York
|
–
|
-$35.7M
|
-375,228
|
Closed
|
|
|
1029
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$11.1M
|
-116,131
|
Closed
|
|
|
1030
|
Vertex Planning Partners
Downers Grove,
Illinois
|
–
|
-$8.57M
|
-90,089
|
Closed
|
|
|
1031
|
Edge Wealth Management
New York
|
–
|
-$7.67M
|
-80,590
|
Closed
|
|
|
1032
|
Forefront Wealth Partners
Austin,
Texas
|
–
|
-$6.82M
|
-71,706
|
Closed
|
|
|
1033
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
–
|
-$6.43M
|
-67,551
|
Closed
|
|
|
1034
|
|
–
|
-$6.25M
|
-65,747
|
Closed
|
|
|
1035
|
Endurance Services Ltd
Purchase,
New York
|
–
|
-$5.48M
|
-57,544
|
Closed
|
|
|
1036
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
–
|
-$2.64M
|
-27,699
|
Closed
|
|
|
1037
|
Trajan Wealth
Scottsdale,
Arizona
|
–
|
-$2.62M
|
-27,515
|
Closed
|
|
|
1038
|
American National Bank of Texas
Richardson,
Texas
|
–
|
-$2.39M
|
-25,079
|
Closed
|
|
|
1039
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
–
|
-$1.04M
|
-10,908
|
Closed
|
|
|
1040
|
FSC Wealth Advisors
Fishkill,
New York
|
–
|
-$903K
|
-9,492
|
Closed
|
|
|
1041
|
VestGen Advisors
Inverness,
Illinois
|
–
|
-$647K
|
-6,800
|
Closed
|
|
|
1042
|
Empirical Wealth Management
Seattle,
Washington
|
–
|
-$514K
|
-5,406
|
Closed
|
|
|
1043
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$473K
|
-4,974
|
Closed
|
|
|
1044
|
Israel Discount Bank of New York
New York
|
–
|
-$473K
|
-4,968
|
Closed
|
|
|
1045
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$416K
|
-4,368
|
Closed
|
|
|
1046
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$376K
|
-3,947
|
Closed
|
|
|
1047
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
–
|
-$375K
|
-3,945
|
Closed
|
|
|
1048
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$313K
|
-3,285
|
Closed
|
|
|
1049
|
WMG Financial Advisors
Knoxville,
Tennessee
|
–
|
-$302K
|
-3,175
|
Closed
|
|
|
1050
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
–
|
-$274K
|
-2,883
|
Closed
|
|
