|
951
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$557K
|
-6,581
|
Closed
|
|
|
952
|
Thor Investment Management
Cincinnati,
Ohio
|
–
|
-$532K
|
-6,290
|
Closed
|
|
|
953
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$500K
|
-5,907
|
Closed
|
|
|
954
|
|
–
|
-$486K
|
-5,749
|
Closed
|
|
|
955
|
Lombard Odier Asset Management (USA)
New York
|
–
|
-$483K
|
-5,709
|
Closed
|
|
|
956
|
Everence Capital Management
Goshen,
Indiana
|
–
|
-$458K
|
-5,410
|
Closed
|
|
|
957
|
Jefferies Financial Group
New York
|
–
|
-$448K
|
-5,300
|
Closed
|
|
|
958
|
Epoch Investment Partners
New York
|
–
|
-$433K
|
-5,125
|
Closed
|
|
|
959
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
–
|
-$424K
|
-5,008
|
Closed
|
|
|
960
|
Panoramic Investment Advisors
Denver,
Colorado
|
–
|
-$423K
|
-5,007
|
Closed
|
|
|
961
|
Zhang Financial
Portage,
Michigan
|
–
|
-$423K
|
-5,000
|
Closed
|
|
|
962
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$423K
|
-4,999
|
Closed
|
|
|
963
|
Snowden Capital Advisors
New York
|
–
|
-$383K
|
-4,534
|
Closed
|
|
|
964
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$378K
|
-4,466
|
Closed
|
|
|
965
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
–
|
-$354K
|
-4,395
|
Closed
|
|
|
966
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$364K
|
-4,299
|
Closed
|
|
|
967
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$359K
|
-4,245
|
Closed
|
|
|
968
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
–
|
-$353K
|
-4,168
|
Closed
|
|
|
969
|
MidWestOne Financial Group
Iowa City,
Iowa
|
–
|
-$347K
|
-4,102
|
Closed
|
|
|
970
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$344K
|
-4,070
|
Closed
|
|
|
971
|
Significant Wealth Partners
Cary,
Illinois
|
–
|
-$331K
|
-3,911
|
Closed
|
|
|
972
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$328K
|
-3,875
|
Closed
|
|
|
973
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$327K
|
-3,862
|
Closed
|
|
|
974
|
CWA Asset Management Group
Naples,
Florida
|
–
|
-$326K
|
-3,856
|
Closed
|
|
|
975
|
Patten Group
Chattanooga,
Tennessee
|
–
|
-$320K
|
-3,785
|
Closed
|
|
