|
701
|
Planned Solutions
Folsom,
California
|
–
|
-$258K
|
-8,000
|
Closed
|
|
|
702
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$254K
|
-7,898
|
Closed
|
|
|
703
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
–
|
-$252K
|
-7,828
|
Closed
|
|
|
704
|
Douglass Winthrop Advisors
New York
|
–
|
-$252K
|
-7,825
|
Closed
|
|
|
705
|
Wealthfront Advisers
Palo Alto,
California
|
–
|
-$251K
|
-7,817
|
Closed
|
|
|
706
|
Game Plan Financial Advisors
Westlake,
Ohio
|
–
|
-$249K
|
-7,725
|
Closed
|
|
|
707
|
IBM Retirement Fund
Armonk,
New York
|
–
|
-$245K
|
-7,605
|
Closed
|
|
|
708
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$241K
|
-7,500
|
Closed
|
|
|
709
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$240K
|
-7,450
|
Closed
|
|
|
710
|
MTM Investment Management
Spartanburg,
South Carolina
|
–
|
-$238K
|
-7,375
|
Closed
|
|
|
711
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$235K
|
-7,299
|
Closed
|
|
|
712
|
Menard Financial Group
Houston,
Texas
|
–
|
-$234K
|
-7,266
|
Closed
|
|
|
713
|
Bullseye Investment Management
Cincinnati,
Ohio
|
–
|
-$229K
|
-7,100
|
Closed
|
|
|
714
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$225K
|
-7,000
|
Closed
|
|
|
715
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
–
|
-$225K
|
-7,000
|
Closed
|
|
|
716
|
Gries Financial
Cleveland,
Ohio
|
–
|
-$219K
|
-6,784
|
Closed
|
|
|
717
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$216K
|
-6,715
|
Closed
|
|
|
718
|
Benedetti & Gucer
Atlanta,
Georgia
|
–
|
-$215K
|
-6,700
|
Closed
|
|
|
719
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$215K
|
-6,660
|
Closed
|
|
|
720
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$210K
|
-6,520
|
Closed
|
|
|
721
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$203K
|
-6,312
|
Closed
|
|
|
722
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$202K
|
-6,258
|
Closed
|
|
|
723
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$195K
|
-6,000
|
Closed
|
|
|
724
|
Islay Capital Management
Lubbock,
Texas
|
–
|
-$183K
|
-5,694
|
Closed
|
|
|
725
|
|
–
|
-$91K
|
-2,832
|
Closed
|
|
