|
1026
|
WMS Partners
Towson,
Maryland
|
–
|
-$10.6M
|
-89,825
|
Closed
|
|
|
1027
|
Essential Planning
Portsmouth,
New Hampshire
|
–
|
-$5.05M
|
-42,075
|
Closed
|
|
|
1028
|
Brandes Investment Partners
La Jolla,
California
|
–
|
-$4.48M
|
-38,144
|
Closed
|
|
|
1029
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$2.76M
|
-23,466
|
Closed
|
|
|
1030
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
–
|
-$2.32M
|
-19,746
|
Closed
|
|
|
1031
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
–
|
-$2.24M
|
-19,073
|
Closed
|
|
|
1032
|
Planning Alternatives
Birmingham,
Michigan
|
–
|
-$2.15M
|
-18,320
|
Closed
|
|
|
1033
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.04M
|
-17,083
|
Closed
|
|
|
1034
|
Davis Wealth Advisors
Salem,
New Hampshire
|
–
|
-$1.68M
|
-14,319
|
Closed
|
|
|
1035
|
Phillips Wealth Planners
Starkville,
Mississippi
|
–
|
-$1.21M
|
-10,438
|
Closed
|
|
|
1036
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$1.2M
|
-10,209
|
Closed
|
|
|
1037
|
Towneley Capital Management
Laguna Hills,
California
|
–
|
-$1.2M
|
-10,183
|
Closed
|
|
|
1038
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
–
|
-$1.19M
|
-10,131
|
Closed
|
|
|
1039
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$1.1M
|
-9,371
|
Closed
|
|
|
1040
|
NBT Bank
Norwich,
New York
|
–
|
-$1.09M
|
-9,256
|
Closed
|
|
|
1041
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
–
|
-$1.08M
|
-9,221
|
Closed
|
|
|
1042
|
Index Fund Advisors
Irvine,
California
|
–
|
-$979K
|
-8,331
|
Closed
|
|
|
1043
|
Harding Loevner
Bridgewater,
New Jersey
|
–
|
-$906K
|
-7,709
|
Closed
|
|
|
1044
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
–
|
-$853K
|
-7,257
|
Closed
|
|
|
1045
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$819K
|
-6,971
|
Closed
|
|
|
1046
|
Renaissance Technologies
New York
|
–
|
-$634K
|
-5,400
|
Closed
|
|
|
1047
|
Tudor Investment Corp
Stamford,
Connecticut
|
–
|
-$624K
|
-5,309
|
Closed
|
|
|
1048
|
Flywheel Private Wealth
Los Altos,
California
|
–
|
-$595K
|
-5,068
|
Closed
|
|
|
1049
|
Beaumont Capital Management
Boston,
Massachusetts
|
–
|
-$595K
|
-5,067
|
Closed
|
|
|
1050
|
Marcum Wealth
Cleveland,
Ohio
|
–
|
-$589K
|
-5,014
|
Closed
|
|
