|
1201
|
IMA Advisory Services
Denver,
Colorado
|
–
|
-$407K
|
-4,317
|
Closed
|
|
|
1202
|
Prelude Capital Management
New York
|
–
|
-$404K
|
-4,293
|
Closed
|
|
|
1203
|
Maple Capital Management
Montpelier,
Vermont
|
–
|
-$377K
|
-4,000
|
Closed
|
|
|
1204
|
IRON Financial
Northbrook,
Illinois
|
–
|
-$343K
|
-3,644
|
Closed
|
|
|
1205
|
Roberts Wealth Advisors
Palo Alto,
California
|
–
|
-$323K
|
-3,377
|
Closed
|
|
|
1206
|
Northeast Investment Management
Boston,
Massachusetts
|
–
|
-$292K
|
-3,100
|
Closed
|
|
|
1207
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$269K
|
-2,861
|
Closed
|
|
|
1208
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$261K
|
-2,771
|
Closed
|
|
|
1209
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$261K
|
-2,770
|
Closed
|
|
|
1210
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$253K
|
-2,689
|
Closed
|
|
|
1211
|
Diversified Trust
Memphis,
Tennessee
|
–
|
-$242K
|
-2,569
|
Closed
|
|
|
1212
|
Parker Investment Management
Menlo Park,
California
|
–
|
-$242K
|
-2,565
|
Closed
|
|
|
1213
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$237K
|
-2,500
|
Closed
|
|
|
1214
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
–
|
-$230K
|
-2,442
|
Closed
|
|
|
1215
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
–
|
-$221K
|
-2,349
|
Closed
|
|
|
1216
|
Empirical Finance
Havertown,
Pennsylvania
|
–
|
-$219K
|
-2,328
|
Closed
|
|
|
1217
|
Goelzer Investment Management
Carmel,
Indiana
|
–
|
-$208K
|
-2,210
|
Closed
|
|
|
1218
|
Welch & Forbes
Boston,
Massachusetts
|
–
|
-$204K
|
-2,168
|
Closed
|
|
|
1219
|
Telos Capital Management
San Diego,
California
|
–
|
-$200K
|
-2,127
|
Closed
|
|
|
1220
|
ABLE Financial Group
Scottsdale,
Arizona
|
–
|
-$200K
|
-2,126
|
Closed
|
|
|
1221
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$166K
|
-1,767
|
Closed
|
|
|
1222
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$163K
|
-1,735
|
Closed
|
|
|
1223
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$135K
|
-1,429
|
Closed
|
|
|
1224
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$87K
|
-924
|
Closed
|
|
|
1225
|
FNY Investment Advisers
New York
|
–
|
-$75K
|
-800
|
Closed
|
|
