|
1026
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$431K
|
-3,681
|
Closed
|
|
|
1027
|
|
–
|
-$406K
|
-3,465
|
Closed
|
|
|
1028
|
Certuity
North Palm Beach,
Florida
|
–
|
-$380K
|
-3,243
|
Closed
|
|
|
1029
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$378K
|
-3,223
|
Closed
|
|
|
1030
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
–
|
-$368K
|
-3,141
|
Closed
|
|
|
1031
|
Peak Asset Management
Louisville,
Colorado
|
–
|
-$320K
|
-2,728
|
Closed
|
|
|
1032
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$318K
|
-2,710
|
Closed
|
|
|
1033
|
Hayden Royal
Charlotte,
North Carolina
|
–
|
-$282K
|
-2,409
|
Closed
|
|
|
1034
|
Bridge Advisory
Pasadena,
California
|
–
|
-$277K
|
-2,362
|
Closed
|
|
|
1035
|
Kelleher Financial Advisors
New York
|
–
|
-$259K
|
-2,214
|
Closed
|
|
|
1036
|
Pinion Investment Advisors
Wichita,
Kansas
|
–
|
-$258K
|
-2,202
|
Closed
|
|
|
1037
|
Bourgeon Capital Management
Darien,
Connecticut
|
–
|
-$246K
|
-2,095
|
Closed
|
|
|
1038
|
Connable Office Inc
Kalamazoo,
Michigan
|
–
|
-$245K
|
-2,091
|
Closed
|
|
|
1039
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
–
|
-$233K
|
-1,986
|
Closed
|
|
|
1040
|
Capital Bank & Trust
Irvine,
California
|
–
|
-$226K
|
-1,925
|
Closed
|
|
|
1041
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$217K
|
-1,851
|
Closed
|
|
|
1042
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$215K
|
-1,836
|
Closed
|
|
|
1043
|
Little House Capital
Braintree,
Massachusetts
|
–
|
-$211K
|
-1,804
|
Closed
|
|
|
1044
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
–
|
-$211K
|
-1,800
|
Closed
|
|
|
1045
|
Brown Advisory
Baltimore,
Maryland
|
–
|
-$209K
|
-1,780
|
Closed
|
|
|
1046
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$205K
|
-1,753
|
Closed
|
|
|
1047
|
Zacks Investment Management
Chicago,
Illinois
|
–
|
-$201K
|
-1,713
|
Closed
|
|
|
1048
|
PGIM Custom Harvest
Newark,
New Jersey
|
–
|
-$200K
|
-1,710
|
Closed
|
|
|
1049
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$196K
|
-1,675
|
Closed
|
|
|
1050
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$161K
|
-1,377
|
Closed
|
|
