|
1851
|
Wealth Architects
Mountain View,
California
|
–
|
-$242K
|
-1,224
|
Closed
|
|
|
1852
|
Foster & Motley
Cincinnati,
Ohio
|
–
|
-$240K
|
-1,215
|
Closed
|
|
|
1853
|
Umpqua Bank
Lake Oswego,
Oregon
|
–
|
-$237K
|
-1,201
|
Closed
|
|
|
1854
|
Resonant Capital Advisors
Madison,
Wisconsin
|
–
|
-$236K
|
-1,193
|
Closed
|
|
|
1855
|
Maverick Capital
Dallas,
Texas
|
–
|
-$235K
|
-1,188
|
Closed
|
|
|
1856
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$234K
|
-1,182
|
Closed
|
|
|
1857
|
Gries Financial
Cleveland,
Ohio
|
–
|
-$230K
|
-1,162
|
Closed
|
|
|
1858
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$227K
|
-1,149
|
Closed
|
|
|
1859
|
Richard C. Young & Co
Newport,
Rhode Island
|
–
|
-$224K
|
-1,135
|
Closed
|
|
|
1860
|
PGGM Investments
Zeist,
Netherlands
|
–
|
-$220K
|
-1,115
|
Closed
|
|
|
1861
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
–
|
-$217K
|
-1,099
|
Closed
|
|
|
1862
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
–
|
-$211K
|
-1,069
|
Closed
|
|
|
1863
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$211K
|
-1,069
|
Closed
|
|
|
1864
|
Collective Family Office
York,
Pennsylvania
|
–
|
-$205K
|
-1,040
|
Closed
|
|
|
1865
|
Affinity Investment Advisors
Newport Beach,
California
|
–
|
-$202K
|
-1,023
|
Closed
|
|
|
1866
|
Ballast Advisors
Woodbury,
Minnesota
|
–
|
-$201K
|
-1,019
|
Closed
|
|
|
1867
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$201K
|
-1,015
|
Closed
|
|
|
1868
|
PGIM Custom Harvest
Newark,
New Jersey
|
–
|
-$200K
|
-1,014
|
Closed
|
|
|
1869
|
Atlas Brown
Louisville,
Kentucky
|
–
|
-$200K
|
-1,013
|
Closed
|
|
|
1870
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
–
|
-$187K
|
-945
|
Closed
|
|
|
1871
|
Harvest Fund Management
Beijing,
China
|
–
|
-$181K
|
-916
|
Closed
|
|
|
1872
|
Homestead Advisers
Arlington,
Virginia
|
–
|
-$158K
|
-802
|
Closed
|
|
|
1873
|
|
–
|
-$107K
|
-540
|
Closed
|
|
|
1874
|
Benjamin Edwards Inc
Clayton,
Missouri
|
–
|
-$85K
|
-429
|
Closed
|
|
|
1875
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
–
|
-$79K
|
-400
|
Closed
|
|
