|
2026
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$468K
|
-1,563
|
Closed
|
|
|
2027
|
Point72 Asia (Singapore)
Singapore
|
–
|
-$465K
|
-1,554
|
Closed
|
|
|
2028
|
Ninety One
Cape Town,
South Africa
|
–
|
-$464K
|
-1,549
|
Closed
|
|
|
2029
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$422K
|
-1,409
|
Closed
|
|
|
2030
|
Little House Capital
Braintree,
Massachusetts
|
–
|
-$341K
|
-1,139
|
Closed
|
|
|
2031
|
Partners Capital Investment Group
Boston,
Massachusetts
|
–
|
-$311K
|
-1,037
|
Closed
|
|
|
2032
|
Punch & Associates Investment Management
Edina,
Minnesota
|
–
|
-$308K
|
-1,029
|
Closed
|
|
|
2033
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
–
|
-$301K
|
-1,005
|
Closed
|
|
|
2034
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
–
|
-$299K
|
-1,000
|
Closed
|
|
|
2035
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$294K
|
-983
|
Closed
|
|
|
2036
|
Ignite Planners
San Clemente,
California
|
–
|
-$290K
|
-980
|
Closed
|
|
|
2037
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$264K
|
-881
|
Closed
|
|
|
2038
|
Aviso Wealth Management
Bellevue,
Washington
|
–
|
-$258K
|
-862
|
Closed
|
|
|
2039
|
Petix & Botte Financial
La Mesa,
California
|
–
|
-$258K
|
-860
|
Closed
|
|
|
2040
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$255K
|
-850
|
Closed
|
|
|
2041
|
Glassman Wealth Services
Vienna,
Virginia
|
–
|
-$248K
|
-827
|
Closed
|
|
|
2042
|
Hillman Capital Management
Bethesda,
Maryland
|
–
|
-$240K
|
-800
|
Closed
|
|
|
2043
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$231K
|
-772
|
Closed
|
|
|
2044
|
Palisade Capital Management
Fort Lee,
New Jersey
|
–
|
-$228K
|
-762
|
Closed
|
|
|
2045
|
Simmons Bank
Pine Bluff,
Arkansas
|
–
|
-$220K
|
-733
|
Closed
|
|
|
2046
|
|
–
|
-$211K
|
-705
|
Closed
|
|
|
2047
|
Capital City Trust
Tallahassee,
Florida
|
–
|
-$209K
|
-697
|
Closed
|
|
|
2048
|
Lee Financial
Dallas,
Texas
|
–
|
-$143K
|
-477
|
Closed
|
|
|
2049
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$141K
|
-470
|
Closed
|
|
|
2050
|
AJOVista
Boston,
Massachusetts
|
–
|
-$129K
|
-432
|
Closed
|
|
