|
1001
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$208K
|
-1,161
|
Closed
|
|
|
1002
|
Legacy Financial Advisors
Covington,
Kentucky
|
–
|
-$205K
|
-1,149
|
Closed
|
|
|
1003
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$205K
|
-1,148
|
Closed
|
|
|
1004
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
–
|
-$181K
|
-1,015
|
Closed
|
|
|
1005
|
CI Investments Inc
Toronto,
Ontario, Canada
|
–
|
-$178K
|
-1,000
|
Closed
|
|
|
1006
|
E Fund Management (HK)
Central,
Hong Kong
|
–
|
-$110K
|
-613
|
Closed
|
|
|
1007
|
Berbice Capital Management
Melville,
New York
|
–
|
-$89.4K
|
-500
|
Closed
|
|
|
1008
|
Wealthspire Advisors (New York)
New York
|
–
|
-$56K
|
-313
|
Closed
|
|
|
1009
|
Morse Asset Management
Darien,
Connecticut
|
–
|
-$50.9K
|
-285
|
Closed
|
|
|
1010
|
Inlight Wealth Management
Atlanta,
Georgia
|
–
|
-$37.9K
|
-212
|
Closed
|
|
|
1011
|
Groupe la Francaise
Paris,
France
|
–
|
-$13.9K
|
-90
|
Closed
|
|
|
1012
|
City Holding Co
Charleston,
West Virginia
|
–
|
-$8.94K
|
-50
|
Closed
|
|
|
1013
|
High Note Wealth
Deephaven,
Minnesota
|
–
|
-$6.08K
|
-34
|
Closed
|
|
|
1014
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
–
|
-$5.9K
|
-33
|
Closed
|
|
|
1015
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
–
|
-$5.64K
|
-32
|
Closed
|
|
|
1016
|
Montag & Associates
Atlanta,
Georgia
|
–
|
-$5K
|
-28
|
Closed
|
|
|
1017
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
–
|
-$4.83K
|
-27
|
Closed
|
|
|
1018
|
Mather Group
Chicago,
Illinois
|
–
|
-$4.47K
|
-25
|
Closed
|
|
|
1019
|
Colonial Trust
Spartanburg,
South Carolina
|
–
|
-$3.45K
|
-19
|
Closed
|
|
|
1020
|
Essential Partners
Rancho Santa Fe,
California
|
–
|
-$2.5K
|
-14
|
Closed
|
|
|
1021
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$2.5K
|
-14
|
Closed
|
|
|
1022
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$1.61K
|
-9
|
Closed
|
|
|
1023
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
–
|
-$1.43K
|
-8
|
Closed
|
|
|
1024
|
CVA Family Office
Denver,
Colorado
|
–
|
-$1.25K
|
-7
|
Closed
|
|
|
1025
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
–
|
-$1K
|
-7
|
Closed
|
|
