|
951
|
Morton Capital Management
Calabasas,
California
|
–
|
-$237K
|
-2,060
|
Closed
|
|
|
952
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
–
|
-$229K
|
-1,988
|
Closed
|
|
|
953
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
–
|
-$229K
|
-1,985
|
Closed
|
|
|
954
|
Windsor Capital Management
Phoenix,
Arizona
|
–
|
-$228K
|
-1,982
|
Closed
|
|
|
955
|
Harfst & Associates
Sheridan,
Wyoming
|
–
|
-$227K
|
-1,978
|
Closed
|
|
|
956
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$225K
|
-1,956
|
Closed
|
|
|
957
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$225K
|
-1,952
|
Closed
|
|
|
958
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
–
|
-$204K
|
-1,942
|
Closed
|
|
|
959
|
Dowling & Yahnke
San Diego,
California
|
–
|
-$222K
|
-1,928
|
Closed
|
|
|
960
|
Portland Global Advisors
Portland,
Maine
|
–
|
-$219K
|
-1,898
|
Closed
|
|
|
961
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$218K
|
-1,896
|
Closed
|
|
|
962
|
Mather Group
Chicago,
Illinois
|
–
|
-$217K
|
-1,880
|
Closed
|
|
|
963
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$215K
|
-1,864
|
Closed
|
|
|
964
|
Abbrea Capital
Greenbrae,
California
|
–
|
-$211K
|
-1,830
|
Closed
|
|
|
965
|
Clare Market Investments
Dallas,
Texas
|
–
|
-$210K
|
-1,825
|
Closed
|
|
|
966
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$210K
|
-1,820
|
Closed
|
|
|
967
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$209K
|
-1,815
|
Closed
|
|
|
968
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$207K
|
-1,800
|
Closed
|
|
|
969
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$206K
|
-1,794
|
Closed
|
|
|
970
|
Empirical Wealth Management
Seattle,
Washington
|
–
|
-$206K
|
-1,788
|
Closed
|
|
|
971
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
–
|
-$203K
|
-1,765
|
Closed
|
|
|
972
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
–
|
-$203K
|
-1,764
|
Closed
|
|
|
973
|
C2C Wealth Management
Scottsdale,
Arizona
|
–
|
-$203K
|
-1,763
|
Closed
|
|
|
974
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
–
|
-$202K
|
-1,757
|
Closed
|
|
|
975
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$202K
|
-1,753
|
Closed
|
|
