|
1901
|
Seven Eight Capital
New York
|
–
|
-$283K
|
-1,800
|
Closed
|
|
|
1902
|
Quadrature Capital
London,
United Kingdom
|
–
|
-$275K
|
-1,746
|
Closed
|
|
|
1903
|
Axiom Investment Management
New York
|
–
|
-$243K
|
-1,539
|
Closed
|
|
|
1904
|
Advisor OS
Chicago,
Illinois
|
–
|
-$242K
|
-1,536
|
Closed
|
|
|
1905
|
Alterna Wealth Management
Houston,
Texas
|
–
|
-$233K
|
-1,482
|
Closed
|
|
|
1906
|
Gradient Capital Advisors
San Diego,
California
|
–
|
-$233K
|
-1,478
|
Closed
|
|
|
1907
|
PDS Planning
Dublin,
Ohio
|
–
|
-$225K
|
-1,426
|
Closed
|
|
|
1908
|
55I LLC
Boston,
Massachusetts
|
–
|
-$223K
|
-1,413
|
Closed
|
|
|
1909
|
Stewart & Patten Company
Lafayette,
California
|
–
|
-$216K
|
-1,370
|
Closed
|
|
|
1910
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$205K
|
-1,300
|
Closed
|
|
|
1911
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$200K
|
-1,268
|
Closed
|
|
|
1912
|
|
–
|
-$158K
|
-1,003
|
Closed
|
|
|
1913
|
Asahi Life Asset Management
Tokyo,
Japan
|
–
|
-$157K
|
-1,000
|
Closed
|
|
|
1914
|
Jeppson Wealth Management
Manhattan Beach,
California
|
–
|
-$103K
|
-655
|
Closed
|
|
|
1915
|
Provident Wealth Management
Brentwood,
Tennessee
|
–
|
-$93K
|
-588
|
Closed
|
|
|
1916
|
Fure Financial Corporation
Bloomington,
Minnesota
|
–
|
-$78K
|
-500
|
Closed
|
|
|
1917
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$58.2K
|
-370
|
Closed
|
|
|
1918
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$43K
|
-275
|
Closed
|
|
|
1919
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$36K
|
-221
|
Closed
|
|
|
1920
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$7K
|
-46
|
Closed
|
|
|
1921
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$6K
|
-39
|
Closed
|
|
|
1922
|
Macroview Investment Management
Bethesda,
Maryland
|
–
|
-$5K
|
-31
|
Closed
|
|
|
1923
|
Adams Wealth Management
Logan,
Utah
|
–
|
-$2K
|
-10
|
Closed
|
|
|
1924
|
NuWave Investment Management
Parsippany,
New Jersey
|
–
|
-$1K
|
-5
|
Closed
|
|
|
1925
|
Regal Wealth Group
Seal Beach,
California
|
–
|
+$167
|
+1
|
New
|
|
