|
1701
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$1.07M
|
-11,813
|
Closed
|
|
|
1702
|
Millennium Management
New York
|
–
|
-$917K
|
-10,132
|
Closed
|
|
|
1703
|
Univest Financial
Souderton,
Pennsylvania
|
–
|
-$824K
|
-9,099
|
Closed
|
|
|
1704
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
–
|
-$779K
|
-8,600
|
Closed
|
|
|
1705
|
Sara-Bay Financial
Sarasota,
Florida
|
–
|
-$770K
|
-8,584
|
Closed
|
|
|
1706
|
Farmers & Merchants Trust Company
Long Beach,
California
|
–
|
-$717K
|
-7,920
|
Closed
|
|
|
1707
|
Pacific Financial Group
Bellevue,
Washington
|
–
|
-$684K
|
-7,557
|
Closed
|
|
|
1708
|
Intrua Financial
Houston,
Texas
|
–
|
-$576K
|
-6,358
|
Closed
|
|
|
1709
|
Fiduciary Family Office
Boca Raton,
Florida
|
–
|
-$542K
|
-5,991
|
Closed
|
|
|
1710
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$513K
|
-5,664
|
Closed
|
|
|
1711
|
Woodward Diversified Capital
Bakersfield,
California
|
–
|
-$466K
|
-5,143
|
Closed
|
|
|
1712
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$450K
|
-4,979
|
Closed
|
|
|
1713
|
Vawter Financial
Columbus,
Ohio
|
–
|
-$440K
|
-4,857
|
Closed
|
|
|
1714
|
Quantum Financial Planning Services
Spokane,
Washington
|
–
|
-$426K
|
-4,708
|
Closed
|
|
|
1715
|
Hexagon Capital Partners
Rogers,
Arkansas
|
–
|
-$408K
|
-4,511
|
Closed
|
|
|
1716
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$405K
|
-4,475
|
Closed
|
|
|
1717
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
–
|
-$391K
|
-4,316
|
Closed
|
|
|
1718
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
–
|
-$387K
|
-4,270
|
Closed
|
|
|
1719
|
Quantbot Technologies
New York
|
–
|
-$381K
|
-4,206
|
Closed
|
|
|
1720
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$379K
|
-4,189
|
Closed
|
|
|
1721
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$365K
|
-4,029
|
Closed
|
|
|
1722
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$364K
|
-4,019
|
Closed
|
|
|
1723
|
Madison Wealth Partners
Madison,
Wisconsin
|
–
|
-$349K
|
-3,857
|
Closed
|
|
|
1724
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$349K
|
-3,857
|
Closed
|
|
|
1725
|
Mayport LLC
Newton,
Massachusetts
|
–
|
-$340K
|
-3,754
|
Closed
|
|
