|
601
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$284K
|
-4,211
|
Closed
|
|
|
602
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$275K
|
-4,077
|
Closed
|
|
|
603
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$276K
|
-4,027
|
Closed
|
|
|
604
|
Naviter Wealth
Little Rock,
Arkansas
|
–
|
-$272K
|
-3,985
|
Closed
|
|
|
605
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$269K
|
-3,984
|
Closed
|
|
|
606
|
Atomi Financial Group
New York
|
–
|
-$268K
|
-3,978
|
Closed
|
|
|
607
|
INTECH Investment Management
West Palm Beach,
Florida
|
–
|
-$266K
|
-3,935
|
Closed
|
|
|
608
|
Three Seasons Wealth
Salt Lake City,
Utah
|
–
|
-$267K
|
-3,918
|
Closed
|
|
|
609
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$263K
|
-3,892
|
Closed
|
|
|
610
|
Insigneo Advisory Services
Miami,
Florida
|
–
|
-$253K
|
-3,745
|
Closed
|
|
|
611
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$252K
|
-3,737
|
Closed
|
|
|
612
|
CFC Planning Company
Cicero,
Indiana
|
–
|
-$252K
|
-3,736
|
Closed
|
|
|
613
|
Sage Mountain Advisors
Atlanta,
Georgia
|
–
|
-$251K
|
-3,722
|
Closed
|
|
|
614
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
–
|
-$249K
|
-3,691
|
Closed
|
|
|
615
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$246K
|
-3,646
|
Closed
|
|
|
616
|
Resonant Capital Advisors
Madison,
Wisconsin
|
–
|
-$243K
|
-3,594
|
Closed
|
|
|
617
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$241K
|
-3,578
|
Closed
|
|
|
618
|
Alpha Family Trust
Los Angeles,
California
|
–
|
-$241K
|
-3,570
|
Closed
|
|
|
619
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
–
|
-$239K
|
-3,544
|
Closed
|
|
|
620
|
Lido Advisors
Los Angeles,
California
|
–
|
-$261K
|
-3,538
|
Closed
|
|
|
621
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$238K
|
-3,496
|
Closed
|
|
|
622
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
–
|
-$227K
|
-3,360
|
Closed
|
|
|
623
|
PCM Encore
Aspen,
Colorado
|
–
|
-$219K
|
-3,248
|
Closed
|
|
|
624
|
Silvercrest Asset Management
New York
|
–
|
-$218K
|
-3,230
|
Closed
|
|
|
625
|
Ritholtz Wealth Management
New York
|
–
|
-$217K
|
-3,209
|
Closed
|
|
