|
526
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$512K
|
-19,982
|
Closed
|
|
|
527
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$463K
|
-18,082
|
Closed
|
|
|
528
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$418K
|
-16,334
|
Closed
|
|
|
529
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
–
|
-$414K
|
-16,158
|
Closed
|
|
|
530
|
SimpliFi Inc
San Diego,
California
|
–
|
-$386K
|
-15,082
|
Closed
|
|
|
531
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$360K
|
-14,132
|
Closed
|
|
|
532
|
Barrett Asset Management
New York
|
–
|
-$311K
|
-12,150
|
Closed
|
|
|
533
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$310K
|
-12,102
|
Closed
|
|
|
534
|
Modera Wealth Management
Westwood,
New Jersey
|
–
|
-$291K
|
-11,382
|
Closed
|
|
|
535
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
–
|
-$283K
|
-11,040
|
Closed
|
|
|
536
|
Spectrum Asset Management (California)
Newport Beach,
California
|
–
|
-$277K
|
-10,820
|
Closed
|
|
|
537
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$272K
|
-10,550
|
Closed
|
|
|
538
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
–
|
-$265K
|
-10,368
|
Closed
|
|
|
539
|
Gradient Capital Advisors
San Diego,
California
|
–
|
-$260K
|
-10,162
|
Closed
|
|
|
540
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$254K
|
-9,940
|
Closed
|
|
|
541
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$250K
|
-9,764
|
Closed
|
|
|
542
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$245K
|
-9,602
|
Closed
|
|
|
543
|
Klingman & Associates
New York
|
–
|
-$244K
|
-9,548
|
Closed
|
|
|
544
|
Empirical Finance
Havertown,
Pennsylvania
|
–
|
-$241K
|
-9,414
|
Closed
|
|
|
545
|
NextCapital Advisers
Chicago,
Illinois
|
–
|
-$234K
|
-9,164
|
Closed
|
|
|
546
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$226K
|
-8,844
|
Closed
|
|
|
547
|
Beck Mack & Oliver
New York
|
–
|
-$225K
|
-8,772
|
Closed
|
|
|
548
|
SimplyRich
Carlsbad,
California
|
–
|
-$214K
|
-8,400
|
Closed
|
|
|
549
|
Mengis Capital Management
Portland,
Oregon
|
–
|
-$206K
|
-8,060
|
Closed
|
|
|
550
|
Capital Investment Advisors
Atlanta,
Georgia
|
–
|
-$201K
|
-7,860
|
Closed
|
|
