|
2026
|
Engaged Capital
Newport Beach,
California
|
$0
|
-$12.3M
|
0
|
–
|
Closed
|
|
|
2027
|
Eos Management LP
New York
|
$0
|
-$4.17M
|
0
|
–
|
Closed
|
|
|
2028
|
EPG Wealth Management
Atlanta,
Georgia
|
$0
|
-$719K
|
0
|
–
|
Closed
|
|
|
2029
|
|
$0
|
-$1.65M
|
0
|
–
|
Closed
|
|
|
2030
|
Fiduciary Alliance
Greenville,
South Carolina
|
$0
|
-$75.2K
|
0
|
–
|
Closed
|
|
|
2031
|
Financial Connections Group
Corte Madera,
California
|
$0
|
-$21K
|
0
|
–
|
Closed
|
|
|
2032
|
First Pacific Advisors
El Segundo,
California
|
$0
|
-$228K
|
0
|
–
|
Closed
|
|
|
2033
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$0
|
-$11.6M
|
0
|
–
|
Closed
|
|
|
2034
|
Garrison Point Advisors
Walnut Creek,
California
|
$0
|
-$220K
|
0
|
–
|
Closed
|
|
|
2035
|
Great Diamond Partners
Portland,
Maine
|
$0
|
-$651K
|
0
|
–
|
Closed
|
|
|
2036
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|
|
2037
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$0
|
-$230K
|
0
|
–
|
Closed
|
|
|
2038
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$0
|
-$200K
|
0
|
–
|
Closed
|
|
|
2039
|
Hartline Investment Corp
Winnetka,
Illinois
|
$0
|
-$207K
|
0
|
–
|
Closed
|
|
|
2040
|
Headlands Technologies
Chicago,
Illinois
|
$0
|
-$29.5K
|
0
|
–
|
Closed
|
|
|
2041
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$0
|
-$4.7M
|
0
|
–
|
Closed
|
|
|
2042
|
Herald Investment Management
London,
United Kingdom
|
$0
|
-$388K
|
0
|
–
|
Closed
|
|
|
2043
|
High Net Worth Advisory Group
Naples,
Florida
|
$0
|
-$332K
|
0
|
–
|
Closed
|
|
|
2044
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$0
|
-$11.4M
|
0
|
–
|
Closed
|
|
|
2045
|
ICA Group Wealth Management
Denver,
Colorado
|
$0
|
-$66.4K
|
0
|
–
|
Closed
|
|
|
2046
|
InceptionR
Lafayette,
California
|
$0
|
-$780K
|
0
|
–
|
Closed
|
|
|
2047
|
Indie Asset Partners
Carmel,
Indiana
|
$0
|
-$296K
|
0
|
–
|
Closed
|
|
|
2048
|
Ingalls & Snyder LLC
New York
|
$0
|
-$349K
|
0
|
–
|
Closed
|
|
|
2049
|
Inspire Investing
Meridian,
Idaho
|
$0
|
-$962K
|
0
|
–
|
Closed
|
|
|
2050
|
International Assets Investment Management
Orlando,
Florida
|
$0
|
-$447K
|
0
|
–
|
Closed
|
|