|
1001
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
–
|
-$265K
|
-7,378
|
Closed
|
|
|
1002
|
Schechter Investment Advisors
Birmingham,
Michigan
|
–
|
-$261K
|
-7,263
|
Closed
|
|
|
1003
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$258K
|
-7,173
|
Closed
|
|
|
1004
|
Foster & Motley
Cincinnati,
Ohio
|
–
|
-$257K
|
-7,146
|
Closed
|
|
|
1005
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$257K
|
-7,144
|
Closed
|
|
|
1006
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$252K
|
-7,011
|
Closed
|
|
|
1007
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$251K
|
-7,002
|
Closed
|
|
|
1008
|
Zega Financial
Palm Beach Gardens,
Florida
|
–
|
-$251K
|
-7,000
|
Closed
|
|
|
1009
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$214K
|
-6,943
|
Closed
|
|
|
1010
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$249K
|
-6,936
|
Closed
|
|
|
1011
|
Lyell Wealth Management
Menlo Park,
California
|
–
|
-$248K
|
-6,913
|
Closed
|
|
|
1012
|
SignalPoint Asset Management
Springfield,
Missouri
|
–
|
-$247K
|
-6,880
|
Closed
|
|
|
1013
|
Equitable Holdings
New York
|
–
|
-$246K
|
-6,860
|
Closed
|
|
|
1014
|
Qtron Investments
Boston,
Massachusetts
|
–
|
-$246K
|
-6,846
|
Closed
|
|
|
1015
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$244K
|
-6,783
|
Closed
|
|
|
1016
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
–
|
-$242K
|
-6,729
|
Closed
|
|
|
1017
|
Wendell David Associates
Portsmouth,
New Hampshire
|
–
|
-$240K
|
-6,680
|
Closed
|
|
|
1018
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$239K
|
-6,659
|
Closed
|
|
|
1019
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$237K
|
-6,590
|
Closed
|
|
|
1020
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
–
|
-$234K
|
-6,514
|
Closed
|
|
|
1021
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
–
|
-$233K
|
-6,482
|
Closed
|
|
|
1022
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$233K
|
-6,481
|
Closed
|
|
|
1023
|
Slow Capital
Greenbrae,
California
|
–
|
-$230K
|
-6,418
|
Closed
|
|
|
1024
|
Brandywine Trust
Hockessin,
Delaware
|
–
|
-$230K
|
-6,400
|
Closed
|
|
|
1025
|
Fulton Bank
Lancaster,
Pennsylvania
|
–
|
-$227K
|
-6,316
|
Closed
|
|
