|
1876
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$328K
|
-2,309
|
Closed
|
|
|
1877
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$311K
|
-2,188
|
Closed
|
|
|
1878
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
–
|
-$303K
|
-2,133
|
Closed
|
|
|
1879
|
Deltec Asset Management
New York
|
–
|
-$291K
|
-2,050
|
Closed
|
|
|
1880
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$290K
|
-2,041
|
Closed
|
|
|
1881
|
Princeton Global Asset Management
Princeton,
New Jersey
|
–
|
-$284K
|
-2,000
|
Closed
|
|
|
1882
|
Occidental Asset Management
Burlingame,
California
|
–
|
-$269K
|
-1,891
|
Closed
|
|
|
1883
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$258K
|
-1,817
|
Closed
|
|
|
1884
|
RNC Capital Management
Los Angeles,
California
|
–
|
-$255K
|
-1,793
|
Closed
|
|
|
1885
|
Overbrook Management Corp
New York
|
–
|
-$250K
|
-1,756
|
Closed
|
|
|
1886
|
RHS Financial
San Francisco,
California
|
–
|
-$243K
|
-1,713
|
Closed
|
|
|
1887
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
–
|
-$242K
|
-1,705
|
Closed
|
|
|
1888
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$241K
|
-1,694
|
Closed
|
|
|
1889
|
Catalyst Financial Partners
Boston,
Massachusetts
|
–
|
-$238K
|
-1,672
|
Closed
|
|
|
1890
|
Selective Wealth Management
Forest,
Virginia
|
–
|
-$236K
|
-1,671
|
Closed
|
|
|
1891
|
Independent Solutions Wealth Management
Williamsville,
New York
|
–
|
-$235K
|
-1,653
|
Closed
|
|
|
1892
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
–
|
-$227K
|
-1,596
|
Closed
|
|
|
1893
|
Arkos Global Advisors
Houston,
Texas
|
–
|
-$214K
|
-1,509
|
Closed
|
|
|
1894
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
–
|
-$214K
|
-1,507
|
Closed
|
|
|
1895
|
Hartford Funds Management
Wayne,
Pennsylvania
|
–
|
-$212K
|
-1,492
|
Closed
|
|
|
1896
|
United Asset Strategies
Garden City,
New York
|
–
|
-$212K
|
-1,489
|
Closed
|
|
|
1897
|
Austin Private Wealth
Austin,
Texas
|
–
|
-$209K
|
-1,468
|
Closed
|
|
|
1898
|
Hantz Financial Services
Southfield,
Michigan
|
–
|
-$206K
|
-1,448
|
Closed
|
|
|
1899
|
JSF Financial
Los Angeles,
California
|
–
|
-$205K
|
-1,441
|
Closed
|
|
|
1900
|
True North Advisors
Dallas,
Texas
|
–
|
-$205K
|
-1,441
|
Closed
|
|
