|
1201
|
R.M. Davis Inc
Portland,
Maine
|
–
|
-$249K
|
-3,026
|
Closed
|
|
|
1202
|
Howland Capital Management
Boston,
Massachusetts
|
–
|
-$246K
|
-2,988
|
Closed
|
|
|
1203
|
Boston Research & Management
Manchester,
Massachusetts
|
–
|
-$244K
|
-2,980
|
Closed
|
|
|
1204
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$237K
|
-2,949
|
Closed
|
|
|
1205
|
Vaughan David Investments
Peoria,
Illinois
|
–
|
-$241K
|
-2,927
|
Closed
|
|
|
1206
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$240K
|
-2,924
|
Closed
|
|
|
1207
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$238K
|
-2,902
|
Closed
|
|
|
1208
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
–
|
-$238K
|
-2,895
|
Closed
|
|
|
1209
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$237K
|
-2,890
|
Closed
|
|
|
1210
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
–
|
-$234K
|
-2,845
|
Closed
|
|
|
1211
|
Snowden Capital Advisors
New York
|
–
|
-$233K
|
-2,832
|
Closed
|
|
|
1212
|
IMS Capital Management
Portland,
Oregon
|
–
|
-$232K
|
-2,819
|
Closed
|
|
|
1213
|
Holistic Financial Partners
Indianapolis,
Indiana
|
–
|
-$232K
|
-2,818
|
Closed
|
|
|
1214
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$231K
|
-2,816
|
Closed
|
|
|
1215
|
Arden Trust
Wilmington,
Delaware
|
–
|
-$231K
|
-2,807
|
Closed
|
|
|
1216
|
Petrus Trust Company
Dallas,
Texas
|
–
|
-$230K
|
-2,798
|
Closed
|
|
|
1217
|
CWA Asset Management Group
Naples,
Florida
|
–
|
-$229K
|
-2,789
|
Closed
|
|
|
1218
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$229K
|
-2,781
|
Closed
|
|
|
1219
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
–
|
-$224K
|
-2,731
|
Closed
|
|
|
1220
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$222K
|
-2,698
|
Closed
|
|
|
1221
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$220K
|
-2,681
|
Closed
|
|
|
1222
|
Girard Partners
King Of Prussia,
Pennsylvania
|
–
|
-$217K
|
-2,650
|
Closed
|
|
|
1223
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$217K
|
-2,638
|
Closed
|
|
|
1224
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
–
|
-$216K
|
-2,633
|
Closed
|
|
|
1225
|
Osterweis Capital Management
San Francisco,
California
|
–
|
-$216K
|
-2,632
|
Closed
|
|
