|
1151
|
Diversified Trust
Memphis,
Tennessee
|
–
|
-$326K
|
-3,483
|
Closed
|
|
|
1152
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
–
|
-$324K
|
-3,467
|
Closed
|
|
|
1153
|
IEQ Capital
Foster City,
California
|
–
|
-$323K
|
-3,456
|
Closed
|
|
|
1154
|
Meridian Financial Partners
Warrenton,
Virginia
|
–
|
-$318K
|
-3,411
|
Closed
|
|
|
1155
|
JOYN Advisors
Atlanta,
Georgia
|
–
|
-$309K
|
-3,303
|
Closed
|
|
|
1156
|
Employers Holdings
Reno,
Nevada
|
–
|
-$307K
|
-3,274
|
Closed
|
|
|
1157
|
Wealth Architects
Mountain View,
California
|
–
|
-$306K
|
-3,269
|
Closed
|
|
|
1158
|
Abacus Planning Group
Columbia,
South Carolina
|
–
|
-$303K
|
-3,239
|
Closed
|
|
|
1159
|
Donaldson Capital Management
Evansville,
Indiana
|
–
|
-$303K
|
-3,234
|
Closed
|
|
|
1160
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$301K
|
-3,217
|
Closed
|
|
|
1161
|
VeraBank
Henderson,
Texas
|
–
|
-$300K
|
-3,207
|
Closed
|
|
|
1162
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$300K
|
-3,201
|
Closed
|
|
|
1163
|
Capital Wealth Planning
Naples,
Florida
|
–
|
-$299K
|
-3,196
|
Closed
|
|
|
1164
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$296K
|
-3,159
|
Closed
|
|
|
1165
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$295K
|
-3,145
|
Closed
|
|
|
1166
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$294K
|
-3,141
|
Closed
|
|
|
1167
|
|
–
|
-$293K
|
-3,135
|
Closed
|
|
|
1168
|
Probity Advisors
Dallas,
Texas
|
–
|
-$293K
|
-3,132
|
Closed
|
|
|
1169
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$293K
|
-3,128
|
Closed
|
|
|
1170
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$293K
|
-3,124
|
Closed
|
|
|
1171
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$286K
|
-3,080
|
Closed
|
|
|
1172
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$287K
|
-3,065
|
Closed
|
|
|
1173
|
Titus Wealth Management
Larskpur,
California
|
–
|
-$284K
|
-3,034
|
Closed
|
|
|
1174
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
–
|
-$282K
|
-3,012
|
Closed
|
|
|
1175
|
Lavaca Capital
Houston,
Texas
|
–
|
-$280K
|
-2,994
|
Closed
|
|
