|
1901
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$289K
|
-6,344
|
Closed
|
|
|
1902
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
–
|
-$285K
|
-6,255
|
Closed
|
|
|
1903
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
–
|
-$284K
|
-6,249
|
Closed
|
|
|
1904
|
Kore Private Wealth
New York
|
–
|
-$280K
|
-6,149
|
Closed
|
|
|
1905
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$285K
|
-6,136
|
Closed
|
|
|
1906
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
–
|
-$277K
|
-6,091
|
Closed
|
|
|
1907
|
MJP Associates
Farmington,
Connecticut
|
–
|
-$267K
|
-5,871
|
Closed
|
|
|
1908
|
Premier Asset Management
Chicago,
Illinois
|
–
|
-$264K
|
-5,805
|
Closed
|
|
|
1909
|
Fiducient Advisors
Chicago,
Illinois
|
–
|
-$259K
|
-5,700
|
Closed
|
|
|
1910
|
QVR
San Francisco,
California
|
–
|
-$251K
|
-5,509
|
Closed
|
|
|
1911
|
Pegasus Partners
Mequon,
Wisconsin
|
–
|
-$250K
|
-5,497
|
Closed
|
|
|
1912
|
RB Capital Management
Reno,
Nevada
|
–
|
-$248K
|
-5,444
|
Closed
|
|
|
1913
|
Saratoga Research & Investment Management
Saratoga,
California
|
–
|
-$241K
|
-5,300
|
Closed
|
|
|
1914
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
–
|
-$238K
|
-5,219
|
Closed
|
|
|
1915
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$237K
|
-5,217
|
Closed
|
|
|
1916
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$234K
|
-5,147
|
Closed
|
|
|
1917
|
Cooper Financial Group
Irvine,
California
|
–
|
-$224K
|
-4,924
|
Closed
|
|
|
1918
|
Running Point Capital Advisors
El Segundo,
California
|
–
|
-$217K
|
-4,765
|
Closed
|
|
|
1919
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$214K
|
-4,628
|
Closed
|
|
|
1920
|
Nadler Financial Group
Deerfield,
Illinois
|
–
|
-$207K
|
-4,555
|
Closed
|
|
|
1921
|
|
–
|
-$207K
|
-4,553
|
Closed
|
|
|
1922
|
Sky Investment Group
Hartford,
Connecticut
|
–
|
-$201K
|
-4,411
|
Closed
|
|
|
1923
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
–
|
-$199K
|
-4,365
|
Closed
|
|
|
1924
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
–
|
-$167K
|
-3,660
|
Closed
|
|
|
1925
|
ADE LLC
Baltimore,
Maryland
|
–
|
-$157K
|
-3,444
|
Closed
|
|
