|
526
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$1.95M
|
-13,961
|
Closed
|
|
|
527
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$1.79M
|
-12,868
|
Closed
|
|
|
528
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$856K
|
-11,058
|
Closed
|
|
|
529
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
–
|
-$1.22M
|
-8,775
|
Closed
|
|
|
530
|
Riverbridge Partners
Minneapolis,
Minnesota
|
–
|
-$1.15M
|
-8,260
|
Closed
|
|
|
531
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$897K
|
-6,434
|
Closed
|
|
|
532
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
–
|
-$688K
|
-4,935
|
Closed
|
|
|
533
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$352K
|
-2,525
|
Closed
|
|
|
534
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
–
|
-$321K
|
-2,304
|
Closed
|
|
|
535
|
Neuberger Berman Group
New York
|
–
|
-$292K
|
-2,092
|
Closed
|
|
|
536
|
Affinity Wealth Management
Wilmington,
Delaware
|
–
|
-$282K
|
-2,026
|
Closed
|
|
|
537
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$259K
|
-1,859
|
Closed
|
|
|
538
|
SigFig Wealth Management
San Francisco,
California
|
–
|
-$255K
|
-1,832
|
Closed
|
|
|
539
|
Pachira Investments
Dana Point,
California
|
–
|
-$243K
|
-1,742
|
Closed
|
|
|
540
|
Zhang Financial
Portage,
Michigan
|
–
|
-$221K
|
-1,588
|
Closed
|
|
|
541
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$210K
|
-1,507
|
Closed
|
|
|
542
|
Bath Savings Trust
Bath,
Maine
|
–
|
-$209K
|
-1,500
|
Closed
|
|
|
543
|
Sulzberger Capital Advisors
Miami,
Florida
|
–
|
-$209K
|
-1,500
|
Closed
|
|
|
544
|
Portland Financial Advisors
Port Washington,
New York
|
–
|
-$208K
|
-1,495
|
Closed
|
|
|
545
|
Panoramic Investment Advisors
Denver,
Colorado
|
–
|
-$207K
|
-1,486
|
Closed
|
|
|
546
|
GLOBALT Investments
Atlanta,
Georgia
|
–
|
-$206K
|
-1,481
|
Closed
|
|
|
547
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
–
|
-$204K
|
-1,464
|
Closed
|
|
|
548
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
–
|
-$202K
|
-1,447
|
Closed
|
|
|
549
|
Bank of New York Mellon
New York
|
–
|
-$201K
|
-1,444
|
Closed
|
|
|
550
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$93K
|
-667
|
Closed
|
|
