|
676
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$1.05M
|
-3,784
|
Closed
|
|
|
677
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$999K
|
-3,600
|
Closed
|
|
|
678
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$917K
|
-3,304
|
Closed
|
|
|
679
|
Congress Asset Management
Boston,
Massachusetts
|
–
|
-$774K
|
-2,790
|
Closed
|
|
|
680
|
Park Avenue Securities
New York
|
–
|
-$662K
|
-2,387
|
Closed
|
|
|
681
|
Cambridge Trust
Cambridge,
Massachusetts
|
–
|
-$599K
|
-2,160
|
Closed
|
|
|
682
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
–
|
-$533K
|
-1,922
|
Closed
|
|
|
683
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$474K
|
-1,709
|
Closed
|
|
|
684
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
–
|
-$437K
|
-1,575
|
Closed
|
|
|
685
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$349K
|
-1,257
|
Closed
|
|
|
686
|
Wilkinson Global Asset Management
New York
|
–
|
-$293K
|
-1,057
|
Closed
|
|
|
687
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$292K
|
-1,051
|
Closed
|
|
|
688
|
GSA Capital Partners
London,
United Kingdom
|
–
|
-$277K
|
-997
|
Closed
|
|
|
689
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
–
|
-$274K
|
-989
|
Closed
|
|
|
690
|
Autus Asset Management
Scottsdale,
Arizona
|
–
|
-$267K
|
-961
|
Closed
|
|
|
691
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$261K
|
-939
|
Closed
|
|
|
692
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
–
|
-$222K
|
-800
|
Closed
|
|
|
693
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$210K
|
-757
|
Closed
|
|
|
694
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$208K
|
-751
|
Closed
|
|
|
695
|
Meritage Portfolio Management
Overland Park,
Kansas
|
–
|
-$207K
|
-747
|
Closed
|
|
|
696
|
Blue Barn Wealth
Orem,
Utah
|
–
|
-$207K
|
-745
|
Closed
|
|
|
697
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$206K
|
-741
|
Closed
|
|
|
698
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
–
|
-$203K
|
-733
|
Closed
|
|
|
699
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$203K
|
-732
|
Closed
|
|
|
700
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$202K
|
-728
|
Closed
|
|
