|
1051
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$249K
|
-1,899
|
Closed
|
|
|
1052
|
Alpha Cubed Investments
Irvine,
California
|
–
|
-$249K
|
-1,896
|
Closed
|
|
|
1053
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$247K
|
-1,884
|
Closed
|
|
|
1054
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
–
|
-$246K
|
-1,879
|
Closed
|
|
|
1055
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
–
|
-$246K
|
-1,873
|
Closed
|
|
|
1056
|
Windward Capital Management
Los Angeles,
California
|
–
|
-$245K
|
-1,869
|
Closed
|
|
|
1057
|
Affinity Investment Advisors
Newport Beach,
California
|
–
|
-$243K
|
-1,855
|
Closed
|
|
|
1058
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$243K
|
-1,850
|
Closed
|
|
|
1059
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
–
|
-$242K
|
-1,844
|
Closed
|
|
|
1060
|
Dimension Capital Management
Coral Gables,
Florida
|
–
|
-$242K
|
-1,843
|
Closed
|
|
|
1061
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$241K
|
-1,838
|
Closed
|
|
|
1062
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$241K
|
-1,838
|
Closed
|
|
|
1063
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$240K
|
-1,827
|
Closed
|
|
|
1064
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$239K
|
-1,820
|
Closed
|
|
|
1065
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$238K
|
-1,811
|
Closed
|
|
|
1066
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$237K
|
-1,805
|
Closed
|
|
|
1067
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
–
|
-$236K
|
-1,802
|
Closed
|
|
|
1068
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
–
|
-$236K
|
-1,800
|
Closed
|
|
|
1069
|
Jump Trading
Chicago,
Illinois
|
–
|
-$236K
|
-1,798
|
Closed
|
|
|
1070
|
Buckley Wealth Management
Las Vegas,
Nevada
|
–
|
-$235K
|
-1,792
|
Closed
|
|
|
1071
|
Trillium Asset Management
Boston,
Massachusetts
|
–
|
-$235K
|
-1,790
|
Closed
|
|
|
1072
|
Cable Hill Partners
Portland,
Oregon
|
–
|
-$232K
|
-1,769
|
Closed
|
|
|
1073
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
–
|
-$231K
|
-1,765
|
Closed
|
|
|
1074
|
Nikulski Financial
Bettendorf,
Iowa
|
–
|
-$231K
|
-1,765
|
Closed
|
|
|
1075
|
Fiduciary Group
Savannah,
Georgia
|
–
|
-$230K
|
-1,755
|
Closed
|
|
