|
1876
|
Moran Wealth Management
Naples,
Florida
|
–
|
-$4.68M
|
-74,860
|
Closed
|
|
|
1877
|
Wakefield Asset Management
Englewood,
Colorado
|
–
|
-$3.8M
|
-60,808
|
Closed
|
|
|
1878
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
–
|
-$3.28M
|
-52,498
|
Closed
|
|
|
1879
|
|
–
|
-$2.68M
|
-42,904
|
Closed
|
|
|
1880
|
|
–
|
-$2.57M
|
-41,167
|
Closed
|
|
|
1881
|
Element Squared
Minneapolis,
Minnesota
|
–
|
-$2.25M
|
-36,053
|
Closed
|
|
|
1882
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$2.13M
|
-34,053
|
Closed
|
|
|
1883
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$1.88M
|
-30,159
|
Closed
|
|
|
1884
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
–
|
-$1.77M
|
-28,330
|
Closed
|
|
|
1885
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$1.63M
|
-26,109
|
Closed
|
|
|
1886
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$1.49M
|
-23,786
|
Closed
|
|
|
1887
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
–
|
-$1.47M
|
-23,487
|
Closed
|
|
|
1888
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$1.44M
|
-23,054
|
Closed
|
|
|
1889
|
OmniStar Financial Group
Wilmington,
North Carolina
|
–
|
-$1.34M
|
-21,473
|
Closed
|
|
|
1890
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$1.33M
|
-21,237
|
Closed
|
|
|
1891
|
Pitcairn
Conshohocken,
Pennsylvania
|
–
|
-$1.27M
|
-20,325
|
Closed
|
|
|
1892
|
|
–
|
-$1.17M
|
-18,707
|
Closed
|
|
|
1893
|
MMBG Investment Advisors
Miami,
Florida
|
–
|
-$899K
|
-14,280
|
Closed
|
|
|
1894
|
Vista Cima Wealth Management
Surprise,
Arizona
|
–
|
-$877K
|
-14,037
|
Closed
|
|
|
1895
|
Y.D. More Investments
Ramat Gan,
Israel
|
–
|
-$815K
|
-13,045
|
Closed
|
|
|
1896
|
Alpha Family Trust
Los Angeles,
California
|
–
|
-$815K
|
-13,040
|
Closed
|
|
|
1897
|
Moore Capital Management
New York
|
–
|
-$778K
|
-12,451
|
Closed
|
|
|
1898
|
Vinva Investment Management
Sydney,
Australia
|
–
|
-$774K
|
-12,361
|
Closed
|
|
|
1899
|
Bramshill Investments
Naples,
Florida
|
–
|
-$753K
|
-12,057
|
Closed
|
|
|
1900
|
Heartland Bank & Trust
Bloomington,
Illinois
|
–
|
-$724K
|
-11,590
|
Closed
|
|
