|
1126
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
–
|
-$208K
|
-2,573
|
Closed
|
|
|
1127
|
Blue Fin Capital
Warren,
Rhode Island
|
–
|
-$207K
|
-2,570
|
Closed
|
|
|
1128
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$207K
|
-2,560
|
Closed
|
|
|
1129
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$207K
|
-2,560
|
Closed
|
|
|
1130
|
Rikoon Group
Santa Fe,
New Mexico
|
–
|
-$205K
|
-2,546
|
Closed
|
|
|
1131
|
CPWM LLC
Seattle,
Washington
|
–
|
-$205K
|
-2,535
|
Closed
|
|
|
1132
|
Lyons Wealth Management
Winter Park,
Florida
|
–
|
-$203K
|
-2,519
|
Closed
|
|
|
1133
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$202K
|
-2,508
|
Closed
|
|
|
1134
|
Exchange Capital Management
Ann Arbor,
Michigan
|
–
|
-$202K
|
-2,498
|
Closed
|
|
|
1135
|
BigSur Wealth Management
Miami,
Florida
|
–
|
-$200K
|
-2,430
|
Closed
|
|
|
1136
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$190K
|
-2,351
|
Closed
|
|
|
1137
|
Heritage Trust
Oklahoma City,
Oklahoma
|
–
|
-$190K
|
-2,351
|
Closed
|
|
|
1138
|
Prelude Capital Management
New York
|
–
|
-$188K
|
-2,327
|
Closed
|
|
|
1139
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
–
|
-$180K
|
-2,172
|
Closed
|
|
|
1140
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
–
|
-$165K
|
-2,042
|
Closed
|
|
|
1141
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$166K
|
-2,008
|
Closed
|
|
|
1142
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$159K
|
-1,967
|
Closed
|
|
|
1143
|
Guardian Life Insurance
New York
|
–
|
-$158K
|
-1,961
|
Closed
|
|
|
1144
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$157K
|
-1,945
|
Closed
|
|
|
1145
|
Acrospire Investment Management
Chicago,
Illinois
|
–
|
-$145K
|
-1,800
|
Closed
|
|
|
1146
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$141K
|
-1,750
|
Closed
|
|
|
1147
|
Vantage Investment Advisors
State College,
Pennsylvania
|
–
|
-$138K
|
-1,711
|
Closed
|
|
|
1148
|
Fuller & Thaler Asset Management
San Mateo,
California
|
–
|
-$137K
|
-1,700
|
Closed
|
|
|
1149
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$137K
|
-1,698
|
Closed
|
|
|
1150
|
Rockefeller Financial Services
New York
|
–
|
-$136K
|
-1,685
|
Closed
|
|