|
1001
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$242K
|
-1,396
|
Closed
|
|
|
1002
|
Warther Private Wealth
Akron,
Ohio
|
–
|
-$238K
|
-1,372
|
Closed
|
|
|
1003
|
FirstPurpose Wealth
Orem,
Utah
|
–
|
-$234K
|
-1,346
|
Closed
|
|
|
1004
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
–
|
-$232K
|
-1,337
|
Closed
|
|
|
1005
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
–
|
-$231K
|
-1,332
|
Closed
|
|
|
1006
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
–
|
-$230K
|
-1,323
|
Closed
|
|
|
1007
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$228K
|
-1,312
|
Closed
|
|
|
1008
|
InTrack Investment Management
South Burlington,
Vermont
|
–
|
-$227K
|
-1,309
|
Closed
|
|
|
1009
|
Blue Barn Wealth
Orem,
Utah
|
–
|
-$226K
|
-1,305
|
Closed
|
|
|
1010
|
Harvey Investment Company
Louisville,
Kentucky
|
–
|
-$226K
|
-1,304
|
Closed
|
|
|
1011
|
Texas Capital Bancshares
Dallas,
Texas
|
–
|
-$226K
|
-1,302
|
Closed
|
|
|
1012
|
Parthenon LLC
Louisville,
Kentucky
|
–
|
-$226K
|
-1,300
|
Closed
|
|
|
1013
|
Professional Advisory Services
Vero Beach,
Florida
|
–
|
-$226K
|
-1,300
|
Closed
|
|
|
1014
|
Hofer & Associates
Thousand Oaks,
California
|
–
|
-$225K
|
-1,298
|
Closed
|
|
|
1015
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
–
|
-$225K
|
-1,296
|
Closed
|
|
|
1016
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$225K
|
-1,296
|
Closed
|
|
|
1017
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
–
|
-$218K
|
-1,258
|
Closed
|
|
|
1018
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
–
|
-$218K
|
-1,255
|
Closed
|
|
|
1019
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
–
|
-$217K
|
-1,252
|
Closed
|
|
|
1020
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
–
|
-$217K
|
-1,250
|
Closed
|
|
|
1021
|
Moseley Investment Management
Bradenton,
Florida
|
–
|
-$215K
|
-1,238
|
Closed
|
|
|
1022
|
Stiles Financial Services
Edina,
Minnesota
|
–
|
-$215K
|
-1,238
|
Closed
|
|
|
1023
|
Clifford Swan Investment Counsel
Pasadena,
California
|
–
|
-$212K
|
-1,224
|
Closed
|
|
|
1024
|
Epoch Investment Partners
New York
|
–
|
-$212K
|
-1,223
|
Closed
|
|
|
1025
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
–
|
-$212K
|
-1,222
|
Closed
|
|
