|
501
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
–
|
-$330K
|
-1,912
|
Closed
|
|
|
502
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$319K
|
-1,848
|
Closed
|
|
|
503
|
Adams Wealth Management
Logan,
Utah
|
–
|
-$265K
|
-1,534
|
Closed
|
|
|
504
|
Marshall Wace
London,
United Kingdom
|
–
|
-$258K
|
-1,500
|
Closed
|
|
|
505
|
Forte Capital
Rochester,
New York
|
–
|
-$256K
|
-1,486
|
Closed
|
|
|
506
|
Frank Rimerman Advisors
Palo Alto,
California
|
–
|
-$211K
|
-1,226
|
Closed
|
|
|
507
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$231K
|
-1,220
|
Closed
|
|
|
508
|
Beese Fulmer Investment Management
Canton,
Ohio
|
–
|
-$209K
|
-1,210
|
Closed
|
|
|
509
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$208K
|
-1,206
|
Closed
|
|
|
510
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
–
|
-$205K
|
-1,190
|
Closed
|
|
|
511
|
Gryphon Financial Partners
Columbus,
Ohio
|
–
|
-$114K
|
-659
|
Closed
|
|
|
512
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
–
|
-$85K
|
-490
|
Closed
|
|
|
513
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$80K
|
-465
|
Closed
|
|
|
514
|
Clear Investment Research
Alpharetta,
Georgia
|
–
|
-$71K
|
-411
|
Closed
|
|
|
515
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$42.3K
|
-245
|
Closed
|
|
|
516
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$25K
|
-144
|
Closed
|
|
|
517
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$22K
|
-125
|
Closed
|
|
|
518
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$17K
|
-100
|
Closed
|
|
|
519
|
CX Institutional
Auburn,
Indiana
|
–
|
-$16K
|
-93
|
Closed
|
|
|
520
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$9K
|
-53
|
Closed
|
|
|
521
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$4K
|
-25
|
Closed
|
|
|
522
|
Retirement Group
San Diego,
California
|
–
|
-$4K
|
-22
|
Closed
|
|
|
523
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
–
|
-$3K
|
-19
|
Closed
|
|
|
524
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$1K
|
-3
|
Closed
|
|
