|
1901
|
Summit Trail Advisors
New York
|
–
|
-$532K
|
-3,871
|
Closed
|
|
|
1902
|
|
–
|
-$589K
|
-3,764
|
Closed
|
|
|
1903
|
Stableford Capital II
Scottsdale,
Arizona
|
–
|
-$522K
|
-3,339
|
Closed
|
|
|
1904
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
–
|
-$401K
|
-2,565
|
Closed
|
|
|
1905
|
Claret Asset Management
Montreal,
Quebec, Canada
|
–
|
-$318K
|
-2,036
|
Closed
|
|
|
1906
|
Pinnacle Advisory Group
Columbia,
Maryland
|
–
|
-$297K
|
-1,902
|
Closed
|
|
|
1907
|
DC Investments Management
Mclean,
Virginia
|
–
|
-$277K
|
-1,769
|
Closed
|
|
|
1908
|
Zions Bancorporation
Salt Lake City,
Utah
|
–
|
-$273K
|
-1,743
|
Closed
|
|
|
1909
|
Ritholtz Wealth Management
New York
|
–
|
-$269K
|
-1,721
|
Closed
|
|
|
1910
|
Coatue Management
New York
|
–
|
-$265K
|
-1,694
|
Closed
|
|
|
1911
|
S&T Bank
Indiana,
Pennsylvania
|
–
|
-$258K
|
-1,647
|
Closed
|
|
|
1912
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
–
|
-$257K
|
-1,642
|
Closed
|
|
|
1913
|
Newport Wealth Strategies
Irvine,
California
|
–
|
-$229K
|
-1,466
|
Closed
|
|
|
1914
|
Holistic Financial Partners
Indianapolis,
Indiana
|
–
|
-$223K
|
-1,427
|
Closed
|
|
|
1915
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$223K
|
-1,426
|
Closed
|
|
|
1916
|
Driehaus Capital Management
Chicago,
Illinois
|
–
|
-$220K
|
-1,407
|
Closed
|
|
|
1917
|
Benchmark Capital Advisors
New York
|
–
|
-$216K
|
-1,384
|
Closed
|
|
|
1918
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
–
|
-$215K
|
-1,374
|
Closed
|
|
|
1919
|
Thompson Investment Management
Madison,
Wisconsin
|
–
|
-$208K
|
-1,332
|
Closed
|
|
|
1920
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
–
|
-$206K
|
-1,318
|
Closed
|
|
|
1921
|
Wells Trecaso Financial Group
Akron,
Ohio
|
–
|
-$203K
|
-1,295
|
Closed
|
|
|
1922
|
|
–
|
-$202K
|
-1,291
|
Closed
|
|
|
1923
|
Risk Paradigm Group
Austin,
Texas
|
–
|
-$175K
|
-1,117
|
Closed
|
|
|
1924
|
Aristotle Capital Management
Los Angeles,
California
|
–
|
-$164K
|
-1,050
|
Closed
|
|
|
1925
|
Well Done LLC
Holland,
Michigan
|
–
|
-$146K
|
-935
|
Closed
|
|
