|
1801
|
New Republic Capital
Charlotte,
North Carolina
|
$737
|
–
|
–
|
–
|
|
|
1802
|
Essential Partners
Rancho Santa Fe,
California
|
$486
|
-$27
|
-1
|
-5%
|
|
|
1803
|
Inlight Wealth Management
Atlanta,
Georgia
|
$137
|
–
|
–
|
–
|
|
|
1804
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$83
|
+$27
|
+1
|
+50%
|
|
|
1805
|
Eukles Asset Management
Cincinnati,
Ohio
|
$55
|
–
|
–
|
–
|
|
|
1806
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$22.1M
|
-835,035
|
Closed
|
|
|
1807
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$21.7M
|
-820,000
|
Closed
|
|
|
1808
|
Towneley Capital Management
Laguna Hills,
California
|
–
|
-$17.9M
|
-676,651
|
Closed
|
|
|
1809
|
Tradewinds LLC
Raleigh,
North Carolina
|
–
|
-$9.33M
|
-352,264
|
Closed
|
|
|
1810
|
Lion Street Advisors
Austin,
Texas
|
–
|
-$7.1M
|
-267,754
|
Closed
|
|
|
1811
|
Custos Family Office
Austin,
Texas
|
–
|
-$7.04M
|
-265,619
|
Closed
|
|
|
1812
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$5.3M
|
-198,142
|
Closed
|
|
|
1813
|
Clark Financial Services Group
Chesterfield,
Missouri
|
–
|
-$3.49M
|
-131,700
|
Closed
|
|
|
1814
|
Winnow Wealth
Waco,
Texas
|
–
|
-$2.86M
|
-108,084
|
Closed
|
|
|
1815
|
Blue Capital Inc
Omaha,
Nebraska
|
–
|
-$2.44M
|
-92,094
|
Closed
|
|
|
1816
|
Schonfeld Strategic Advisors
New York
|
–
|
-$2.08M
|
-78,500
|
Closed
|
|
|
1817
|
|
–
|
-$1.98M
|
-74,664
|
Closed
|
|
|
1818
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$1.59M
|
-60,158
|
Closed
|
|
|
1819
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$1.58M
|
-59,489
|
Closed
|
|
|
1820
|
Victrix Investment Advisors
Stuart,
Florida
|
–
|
-$1.51M
|
-56,895
|
Closed
|
|
|
1821
|
Journey Beyond Wealth
Roswell,
Georgia
|
–
|
-$1.32M
|
-49,893
|
Closed
|
|
|
1822
|
QRG Capital Management
Chicago,
Illinois
|
–
|
-$1.2M
|
-45,423
|
Closed
|
|
|
1823
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$999K
|
-37,700
|
Closed
|
|
|
1824
|
Sand Hill Global Advisors
Palo Alto,
California
|
–
|
-$876K
|
-33,073
|
Closed
|
|
|
1825
|
Fund Evaluation Group
Cincinnati,
Ohio
|
–
|
-$734K
|
-27,715
|
Closed
|
|
