|
301
|
Haverford Trust Company
Radnor,
Pennsylvania
|
–
|
-$303K
|
-5,982
|
Closed
|
|
|
302
|
Crossvault Capital Management
San Antonio,
Texas
|
–
|
-$287K
|
-5,662
|
Closed
|
|
|
303
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$255K
|
-5,030
|
Closed
|
|
|
304
|
Mairs & Power Inc
St Paul,
Minnesota
|
–
|
-$255K
|
-5,030
|
Closed
|
|
|
305
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$219K
|
-4,326
|
Closed
|
|
|
306
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$203K
|
-4,000
|
Closed
|
|
|
307
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$203K
|
-3,998
|
Closed
|
|
|
308
|
Coastline Trust
Providence,
Rhode Island
|
–
|
-$202K
|
-3,990
|
Closed
|
|
|
309
|
Ausdal Financial Partners
Davenport,
Iowa
|
–
|
-$201K
|
-3,976
|
Closed
|
|
|
310
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$138K
|
-2,734
|
Closed
|
|
|
311
|
First Personal Financial Services
Charlotte,
North Carolina
|
–
|
-$74K
|
-1,460
|
Closed
|
|
|
312
|
Financial Gravity Companies
Lakeway,
Texas
|
–
|
-$22K
|
-468
|
Closed
|
|
|
313
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$18K
|
-350
|
Closed
|
|
|
314
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$13K
|
-256
|
Closed
|
|
|
315
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
–
|
-$12K
|
-238
|
Closed
|
|
|
316
|
D'Orazio & Associates
Falls Church,
Virginia
|
–
|
-$10K
|
-200
|
Closed
|
|
|
317
|
Calton & Associates
Tampa,
Florida
|
–
|
-$8K
|
-174
|
Closed
|
|
|
318
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
–
|
-$9K
|
-174
|
Closed
|
|
|
319
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$9K
|
-170
|
Closed
|
|
|
320
|
Avondale Wealth Management
West Lake Hills,
Texas
|
–
|
-$5K
|
-100
|
Closed
|
|
|
321
|
Northstar Capital Management
New York
|
–
|
-$3K
|
-50
|
Closed
|
|
|
322
|
Contravisory Investment Management
Norwell,
Massachusetts
|
–
|
-$2K
|
-44
|
Closed
|
|
|
323
|
Evercore Wealth Management
New York
|
–
|
-$2K
|
-34
|
Closed
|
|
