|
2201
|
Willis Investment Counsel
Gainesville,
Georgia
|
–
|
-$312K
|
-1,286
|
Closed
|
|
|
2202
|
Marble Wealth
Montgomery,
Alabama
|
–
|
-$311K
|
-1,283
|
Closed
|
|
|
2203
|
Kaufman Rossin Wealth
Miami,
Florida
|
–
|
-$308K
|
-1,270
|
Closed
|
|
|
2204
|
Westwood Wealth Management
Los Angeles,
California
|
–
|
-$301K
|
-1,240
|
Closed
|
|
|
2205
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
–
|
-$299K
|
-1,236
|
Closed
|
|
|
2206
|
LifePlan Financial
Mankato,
Minnesota
|
–
|
-$298K
|
-1,230
|
Closed
|
|
|
2207
|
Trajan Wealth
Scottsdale,
Arizona
|
–
|
-$294K
|
-1,213
|
Closed
|
|
|
2208
|
Probity Advisors
Dallas,
Texas
|
–
|
-$293K
|
-1,211
|
Closed
|
|
|
2209
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$291K
|
-1,202
|
Closed
|
|
|
2210
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
–
|
-$291K
|
-1,200
|
Closed
|
|
|
2211
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$290K
|
-1,195
|
Closed
|
|
|
2212
|
Phillips Financial Management
Fort Wayne,
Indiana
|
–
|
-$288K
|
-1,187
|
Closed
|
|
|
2213
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
–
|
-$287K
|
-1,186
|
Closed
|
|
|
2214
|
Holistic Financial Partners
Indianapolis,
Indiana
|
–
|
-$286K
|
-1,181
|
Closed
|
|
|
2215
|
Impact Capital Partners
Greenwood Village,
Colorado
|
–
|
-$281K
|
-1,159
|
Closed
|
|
|
2216
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$266K
|
-1,153
|
Closed
|
|
|
2217
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$279K
|
-1,152
|
Closed
|
|
|
2218
|
Victory Financial Group
Austin,
Texas
|
–
|
-$279K
|
-1,150
|
Closed
|
|
|
2219
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$277K
|
-1,144
|
Closed
|
|
|
2220
|
Warwick Investment Management
Bryan,
Texas
|
–
|
-$276K
|
-1,139
|
Closed
|
|
|
2221
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
–
|
-$279K
|
-1,124
|
Closed
|
|
|
2222
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$271K
|
-1,118
|
Closed
|
|
|
2223
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
–
|
-$268K
|
-1,104
|
Closed
|
|
|
2224
|
Bank of Marin
Novato,
California
|
–
|
-$267K
|
-1,101
|
Closed
|
|
|
2225
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
–
|
-$267K
|
-1,100
|
Closed
|
|
