|
2026
|
Paradiem
Covington,
Louisiana
|
$0
|
-$310K
|
0
|
–
|
Closed
|
|
|
2027
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$0
|
-$350K
|
0
|
–
|
Closed
|
|
|
2028
|
Patton Fund Management
Dallas,
Texas
|
$0
|
-$329K
|
0
|
–
|
Closed
|
|
|
2029
|
PDS Planning
Dublin,
Ohio
|
$0
|
-$218K
|
0
|
–
|
Closed
|
|
|
2030
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$0
|
-$72.4K
|
0
|
–
|
Closed
|
|
|
2031
|
Peregrine Capital Management
Minneapolis,
Minnesota
|
$0
|
-$2.86K
|
0
|
–
|
Closed
|
|
|
2032
|
Personal CFO Solutions
Chester,
New Jersey
|
$0
|
-$418K
|
0
|
–
|
Closed
|
|
|
2033
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$0
|
-$724
|
0
|
–
|
Closed
|
|
|
2034
|
Pinnacle Associates
New York
|
$0
|
-$233K
|
0
|
–
|
Closed
|
|
|
2035
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$0
|
-$650K
|
0
|
–
|
Closed
|
|
|
2036
|
Polar Capital Holdings
London,
United Kingdom
|
$0
|
-$1.91M
|
0
|
–
|
Closed
|
|
|
2037
|
Polen Capital Management
Boca Raton,
Florida
|
$0
|
-$1.25M
|
0
|
–
|
Closed
|
|
|
2038
|
Polymer Capital Management
New York
|
$0
|
-$1.48M
|
0
|
–
|
Closed
|
|
|
2039
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$0
|
-$724
|
0
|
–
|
Closed
|
|
|
2040
|
Portolan Capital Management
Boston,
Massachusetts
|
$0
|
-$20.4M
|
0
|
–
|
Closed
|
|
|
2041
|
Portside Wealth Group
Provo,
Utah
|
$0
|
-$496K
|
0
|
–
|
Closed
|
|
|
2042
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$0
|
-$5.94K
|
0
|
–
|
Closed
|
|
|
2043
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$0
|
-$463K
|
0
|
–
|
Closed
|
|
|
2044
|
Private Advisory Group
Redmond,
Washington
|
$0
|
-$10.4M
|
0
|
–
|
Closed
|
|
|
2045
|
Privium Fund Management
Amsterdam,
Netherlands
|
$0
|
-$13.8M
|
0
|
–
|
Closed
|
|
|
2046
|
Pure Financial Advisors
San Diego,
California
|
$0
|
-$242K
|
0
|
–
|
Closed
|
|
|
2047
|
Qsemble Capital Management
New York
|
$0
|
-$1.4M
|
0
|
–
|
Closed
|
|
|
2048
|
Raleigh Capital Management
Cary,
North Carolina
|
$0
|
-$1.36K
|
0
|
–
|
Closed
|
|
|
2049
|
RD Finance Ltd
Limassol,
Cyprus
|
$0
|
-$784K
|
0
|
–
|
Closed
|
|
|
2050
|
Red Door Wealth Management
Memphis,
Tennessee
|
$0
|
-$2.63M
|
0
|
–
|
Closed
|
|