|
801
|
NIA Impact Advisors
Berkeley,
California
|
–
|
-$405K
|
-3,028
|
Closed
|
|
|
802
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$402K
|
-3,005
|
Closed
|
|
|
803
|
Caprock Group
Boise,
Idaho
|
–
|
-$400K
|
-2,992
|
Closed
|
|
|
804
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$382K
|
-2,856
|
Closed
|
|
|
805
|
Westfield Capital Management
Boston,
Massachusetts
|
–
|
-$380K
|
-2,843
|
Closed
|
|
|
806
|
Liontrust Investment Partners
London,
United Kingdom
|
–
|
-$378K
|
-2,826
|
Closed
|
|
|
807
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
–
|
-$375K
|
-2,804
|
Closed
|
|
|
808
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$374K
|
-2,801
|
Closed
|
|
|
809
|
|
–
|
-$374K
|
-2,796
|
Closed
|
|
|
810
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$372K
|
-2,783
|
Closed
|
|
|
811
|
Boston Family Office
Boston,
Massachusetts
|
–
|
-$371K
|
-2,773
|
Closed
|
|
|
812
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$363K
|
-2,713
|
Closed
|
|
|
813
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$362K
|
-2,706
|
Closed
|
|
|
814
|
Roberts, Glore & Co
Deerfield,
Illinois
|
–
|
-$357K
|
-2,670
|
Closed
|
|
|
815
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
–
|
-$355K
|
-2,662
|
Closed
|
|
|
816
|
Syon Capital
San Francisco,
California
|
–
|
-$349K
|
-2,615
|
Closed
|
|
|
817
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
–
|
-$347K
|
-2,599
|
Closed
|
|
|
818
|
Cascade Financial Partners
San Diego,
California
|
–
|
-$334K
|
-2,499
|
Closed
|
|
|
819
|
Atria Wealth Solutions
New York
|
–
|
-$329K
|
-2,460
|
Closed
|
|
|
820
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
–
|
-$328K
|
-2,457
|
Closed
|
|
|
821
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$317K
|
-2,374
|
Closed
|
|
|
822
|
Silvercrest Asset Management
New York
|
–
|
-$314K
|
-2,351
|
Closed
|
|
|
823
|
GTS Securities
Miami,
Florida
|
–
|
-$314K
|
-2,348
|
Closed
|
|
|
824
|
Sage Rhino Capital
Menlo Park,
California
|
–
|
-$313K
|
-2,343
|
Closed
|
|
|
825
|
Legacy Financial Advisors
Covington,
Kentucky
|
–
|
-$312K
|
-2,335
|
Closed
|
|
