|
2401
|
Calton & Associates
Tampa,
Florida
|
–
|
-$618K
|
-3,539
|
Closed
|
|
|
2402
|
S&CO Inc
Boston,
Massachusetts
|
–
|
-$575K
|
-3,297
|
Closed
|
|
|
2403
|
Omnia Family Wealth
Aventura,
Florida
|
–
|
-$575K
|
-3,296
|
Closed
|
|
|
2404
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$566K
|
-3,244
|
Closed
|
|
|
2405
|
Dover Advisors
Richmond,
Virginia
|
–
|
-$459K
|
-2,627
|
Closed
|
|
|
2406
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$374K
|
-2,141
|
Closed
|
|
|
2407
|
Harrell Investment Partners
Austin,
Texas
|
–
|
-$370K
|
-2,121
|
Closed
|
|
|
2408
|
Gilbert & Cook
West Des Moines,
Iowa
|
–
|
-$355K
|
-2,034
|
Closed
|
|
|
2409
|
Williamson Legacy Group
Carmel,
Indiana
|
–
|
-$312K
|
-1,787
|
Closed
|
|
|
2410
|
Sterling Investment Counsel
Buffalo,
New York
|
–
|
-$305K
|
-1,746
|
Closed
|
|
|
2411
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$283K
|
-1,621
|
Closed
|
|
|
2412
|
Ellsworth Advisors
Hudson,
Ohio
|
–
|
-$278K
|
-1,591
|
Closed
|
|
|
2413
|
Stonebrook Private
Northville,
Michigan
|
–
|
-$264K
|
-1,512
|
Closed
|
|
|
2414
|
Silvercrest Asset Management
New York
|
–
|
-$238K
|
-1,364
|
Closed
|
|
|
2415
|
Eagle Harbor Asset Management
Seattle,
Washington
|
–
|
-$237K
|
-1,356
|
Closed
|
|
|
2416
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
–
|
-$236K
|
-1,352
|
Closed
|
|
|
2417
|
Seneca Financial Advisors
Rochester,
New York
|
–
|
-$235K
|
-1,349
|
Closed
|
|
|
2418
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
–
|
-$235K
|
-1,348
|
Closed
|
|
|
2419
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$228K
|
-1,317
|
Closed
|
|
|
2420
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
–
|
-$227K
|
-1,301
|
Closed
|
|
|
2421
|
Willow Creek Wealth Management
Sebastopol,
California
|
–
|
-$225K
|
-1,290
|
Closed
|
|
|
2422
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$224K
|
-1,284
|
Closed
|
|
|
2423
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
–
|
-$223K
|
-1,275
|
Closed
|
|
|
2424
|
|
–
|
-$221K
|
-1,267
|
Closed
|
|
|
2425
|
Manhattan West Asset Management
Los Angeles,
California
|
–
|
-$213K
|
-1,221
|
Closed
|
|
