|
926
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$270K
|
-11,594
|
Closed
|
|
|
927
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$266K
|
-11,402
|
Closed
|
|
|
928
|
NBT Bank
Norwich,
New York
|
–
|
-$264K
|
-11,315
|
Closed
|
|
|
929
|
Osborne Partners Capital Management
San Francisco,
California
|
–
|
-$264K
|
-11,303
|
Closed
|
|
|
930
|
Haafor (Singapore)
Singapore
|
–
|
-$260K
|
-11,150
|
Closed
|
|
|
931
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$258K
|
-11,076
|
Closed
|
|
|
932
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
–
|
-$258K
|
-11,065
|
Closed
|
|
|
933
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$254K
|
-10,895
|
Closed
|
|
|
934
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$253K
|
-10,869
|
Closed
|
|
|
935
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$246K
|
-10,570
|
Closed
|
|
|
936
|
CFO4Life Group
Coppell,
Texas
|
–
|
-$241K
|
-10,315
|
Closed
|
|
|
937
|
Aviance Capital Partners
Naples,
Florida
|
–
|
-$240K
|
-10,300
|
Closed
|
|
|
938
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$234K
|
-10,035
|
Closed
|
|
|
939
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
–
|
-$234K
|
-10,028
|
Closed
|
|
|
940
|
Intrust Bank
Wichita,
Kansas
|
–
|
-$233K
|
-10,011
|
Closed
|
|
|
941
|
Foster & Motley
Cincinnati,
Ohio
|
–
|
-$233K
|
-9,988
|
Closed
|
|
|
942
|
Noesis Capital Mangement
Boca Raton,
Florida
|
–
|
-$233K
|
-9,977
|
Closed
|
|
|
943
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$233K
|
-9,972
|
Closed
|
|
|
944
|
Successful Portfolios
Clearwater,
Florida
|
–
|
-$231K
|
-9,915
|
Closed
|
|
|
945
|
Cohen Capital Management
Corte Madera,
California
|
–
|
-$229K
|
-9,832
|
Closed
|
|
|
946
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$229K
|
-9,824
|
Closed
|
|
|
947
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$229K
|
-9,817
|
Closed
|
|
|
948
|
Formidable Asset Management
Cincinnati,
Ohio
|
–
|
-$231K
|
-9,779
|
Closed
|
|
|
949
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$228K
|
-9,777
|
Closed
|
|
|
950
|
Frontier Wealth Management
Kansas City,
Missouri
|
–
|
-$228K
|
-9,774
|
Closed
|
|
