|
1851
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$232K
|
-2,587
|
Closed
|
|
|
1852
|
Alta Advisers
London,
United Kingdom
|
–
|
-$218K
|
-2,431
|
Closed
|
|
|
1853
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
–
|
-$229K
|
-2,344
|
Closed
|
|
|
1854
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$207K
|
-2,304
|
Closed
|
|
|
1855
|
Jordan Park Group
San Francisco,
California
|
–
|
-$206K
|
-2,300
|
Closed
|
|
|
1856
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
–
|
-$206K
|
-2,299
|
Closed
|
|
|
1857
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
–
|
-$205K
|
-2,281
|
Closed
|
|
|
1858
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$204K
|
-2,279
|
Closed
|
|
|
1859
|
Wealth Architects
Mountain View,
California
|
–
|
-$204K
|
-2,277
|
Closed
|
|
|
1860
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
–
|
-$203K
|
-2,262
|
Closed
|
|
|
1861
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
–
|
-$201K
|
-2,238
|
Closed
|
|
|
1862
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
–
|
-$200K
|
-2,235
|
Closed
|
|
|
1863
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$200K
|
-2,233
|
Closed
|
|
|
1864
|
Moment Partners
San Francisco,
California
|
–
|
-$200K
|
-2,231
|
Closed
|
|
|
1865
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
–
|
-$207K
|
-2,118
|
Closed
|
|
|
1866
|
Corundum Trust Company
Sioux Falls,
South Dakota
|
–
|
-$164K
|
-1,829
|
Closed
|
|
|
1867
|
Matrix Trust Company
Denver,
Colorado
|
–
|
-$159K
|
-1,778
|
Closed
|
|
|
1868
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$135K
|
-1,500
|
Closed
|
|
|
1869
|
Painted Porch Advisors
Santa Barbara,
California
|
–
|
-$107K
|
-1,191
|
Closed
|
|
|
1870
|
Hills Bank & Trust
North Liberty,
Iowa
|
–
|
-$107K
|
-1,190
|
Closed
|
|
|
1871
|
Rise Advisors
Rochester,
New York
|
–
|
-$98.3K
|
-1,096
|
Closed
|
|
|
1872
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
–
|
-$87K
|
-970
|
Closed
|
|
|
1873
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
–
|
-$79.6K
|
-887
|
Closed
|
|
|
1874
|
Spirit of America Management Corp
Syosset,
New York
|
–
|
-$74.5K
|
-830
|
Closed
|
|
|
1875
|
North Capital
Salt Lake City,
Utah
|
–
|
-$55.6K
|
-619
|
Closed
|
|
