|
1001
|
Daniels + Tansey
Wilmington,
Delaware
|
–
|
-$619K
|
-5,345
|
Closed
|
|
|
1002
|
MA Private Wealth
San Carlos,
California
|
–
|
-$464K
|
-4,004
|
Closed
|
|
|
1003
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$386K
|
-3,326
|
Closed
|
|
|
1004
|
Amarillo National Bank
Amarillo,
Texas
|
–
|
-$366K
|
-3,153
|
Closed
|
|
|
1005
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
–
|
-$364K
|
-3,139
|
Closed
|
|
|
1006
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$319K
|
-2,750
|
Closed
|
|
|
1007
|
Strategic Financial Partners
Bend,
Oregon
|
–
|
-$316K
|
-2,727
|
Closed
|
|
|
1008
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$307K
|
-2,653
|
Closed
|
|
|
1009
|
Silicon Valley Capital Partners
San Jose,
California
|
–
|
-$305K
|
-2,635
|
Closed
|
|
|
1010
|
Brasada Capital Management
Houston,
Texas
|
–
|
-$300K
|
-2,587
|
Closed
|
|
|
1011
|
SlateStone Wealth
Jupiter,
Florida
|
–
|
-$294K
|
-2,534
|
Closed
|
|
|
1012
|
Arkos Global Advisors
Houston,
Texas
|
–
|
-$267K
|
-2,300
|
Closed
|
|
|
1013
|
Parkside Advisors
Berkeley,
California
|
–
|
-$260K
|
-2,247
|
Closed
|
|
|
1014
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$245K
|
-2,115
|
Closed
|
|
|
1015
|
Wintrust Investments
Chicago,
Illinois
|
–
|
-$232K
|
-2,000
|
Closed
|
|
|
1016
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
–
|
-$137K
|
-1,185
|
Closed
|
|
|
1017
|
Knuff & Co
Foster City,
California
|
–
|
-$117K
|
-1,005
|
Closed
|
|
|
1018
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
–
|
-$116K
|
-1,000
|
Closed
|
|
|
1019
|
Barclays
London,
United Kingdom
|
–
|
-$115K
|
-988
|
Closed
|
|
|
1020
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
–
|
-$65K
|
-564
|
Closed
|
|
|
1021
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$52K
|
-445
|
Closed
|
|
|
1022
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$50K
|
-428
|
Closed
|
|
|
1023
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$46K
|
-400
|
Closed
|
|
|
1024
|
Richard Bernstein Advisors
New York
|
–
|
-$38K
|
-332
|
Closed
|
|
|
1025
|
Glen Eagle Advisors
Kingston,
New Jersey
|
–
|
-$3.48K
|
-30
|
Closed
|
|
