|
1201
|
Cedar Capital
Barrington,
Illinois
|
–
|
-$320K
|
-5,840
|
Closed
|
|
|
1202
|
Cerity Partners OCIO
New York
|
–
|
-$279K
|
-5,808
|
Closed
|
|
|
1203
|
Circle Wealth Management
Summit,
New Jersey
|
–
|
-$317K
|
-5,795
|
Closed
|
|
|
1204
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$315K
|
-5,762
|
Closed
|
|
|
1205
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
–
|
-$315K
|
-5,750
|
Closed
|
|
|
1206
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$315K
|
-5,747
|
Closed
|
|
|
1207
|
|
–
|
-$312K
|
-5,699
|
Closed
|
|
|
1208
|
Rikoon Group
Santa Fe,
New Mexico
|
–
|
-$310K
|
-5,666
|
Closed
|
|
|
1209
|
Good Life Advisors
Reading,
Pennsylvania
|
–
|
-$313K
|
-5,665
|
Closed
|
|
|
1210
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
–
|
-$310K
|
-5,663
|
Closed
|
|
|
1211
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
–
|
-$309K
|
-5,641
|
Closed
|
|
|
1212
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$309K
|
-5,639
|
Closed
|
|
|
1213
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$307K
|
-5,601
|
Closed
|
|
|
1214
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
–
|
-$306K
|
-5,582
|
Closed
|
|
|
1215
|
Townsend Asset Management
Raleigh,
North Carolina
|
–
|
-$304K
|
-5,560
|
Closed
|
|
|
1216
|
Hudson Valley Investment Advisors
Goshen,
New York
|
–
|
-$304K
|
-5,558
|
Closed
|
|
|
1217
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$304K
|
-5,546
|
Closed
|
|
|
1218
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
–
|
-$303K
|
-5,532
|
Closed
|
|
|
1219
|
Summit Financial Group
Moorefield,
West Virginia
|
–
|
-$301K
|
-5,498
|
Closed
|
|
|
1220
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$288K
|
-5,493
|
Closed
|
|
|
1221
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$295K
|
-5,388
|
Closed
|
|
|
1222
|
Farmers Trust Company
Youngstown,
Ohio
|
–
|
-$294K
|
-5,373
|
Closed
|
|
|
1223
|
Wright Investors Service
Shelton,
Connecticut
|
–
|
-$293K
|
-5,355
|
Closed
|
|
|
1224
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
–
|
-$293K
|
-5,354
|
Closed
|
|
|
1225
|
|
–
|
-$293K
|
-5,350
|
Closed
|
|
