|
1851
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$351K
|
-2,396
|
Closed
|
|
|
1852
|
IMPACTfolio
Denver,
Colorado
|
–
|
-$344K
|
-2,351
|
Closed
|
|
|
1853
|
Weaver Capital Management
Suwanee,
Georgia
|
–
|
-$337K
|
-2,301
|
Closed
|
|
|
1854
|
PDS Planning
Dublin,
Ohio
|
–
|
-$331K
|
-2,261
|
Closed
|
|
|
1855
|
Davidson Trust Company
Seattle,
Washington
|
–
|
-$330K
|
-2,258
|
Closed
|
|
|
1856
|
Pinion Investment Advisors
Wichita,
Kansas
|
–
|
-$323K
|
-2,213
|
Closed
|
|
|
1857
|
Advanced Portfolio Management
New York
|
–
|
-$314K
|
-2,198
|
Closed
|
|
|
1858
|
Kera Capital Partners
San Jose,
California
|
–
|
-$320K
|
-2,187
|
Closed
|
|
|
1859
|
Polymer Capital Management (HK)
Hong Kong
|
–
|
-$319K
|
-2,180
|
Closed
|
|
|
1860
|
Fiduciary Financial Group
San Rafael,
California
|
–
|
-$310K
|
-2,116
|
Closed
|
|
|
1861
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$308K
|
-2,109
|
Closed
|
|
|
1862
|
Texas Bank & Trust
Longview,
Texas
|
–
|
-$307K
|
-2,100
|
Closed
|
|
|
1863
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
–
|
-$304K
|
-2,079
|
Closed
|
|
|
1864
|
PAX Financial Group
San Antonio,
Texas
|
–
|
-$304K
|
-2,078
|
Closed
|
|
|
1865
|
Edgewood Management
Greenwich,
Connecticut
|
–
|
-$304K
|
-2,076
|
Closed
|
|
|
1866
|
Campion Asset Management
Falls Church,
Virginia
|
–
|
-$303K
|
-2,069
|
Closed
|
|
|
1867
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
–
|
-$301K
|
-2,060
|
Closed
|
|
|
1868
|
Waddell & Associates
Memphis,
Tennessee
|
–
|
-$297K
|
-2,030
|
Closed
|
|
|
1869
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
–
|
-$297K
|
-2,027
|
Closed
|
|
|
1870
|
Broadway Wealth Solutions
San Antonio,
Texas
|
–
|
-$296K
|
-2,026
|
Closed
|
|
|
1871
|
Phillips Wealth Planners
Starkville,
Mississippi
|
–
|
-$293K
|
-2,013
|
Closed
|
|
|
1872
|
Everhart Financial Group
Dublin,
Ohio
|
–
|
-$292K
|
-1,999
|
Closed
|
|
|
1873
|
QTR Family Wealth
Lake Mary,
Florida
|
–
|
-$291K
|
-1,991
|
Closed
|
|
|
1874
|
Schear Investment Advisers
Cincinnati,
Ohio
|
–
|
-$290K
|
-1,981
|
Closed
|
|
|
1875
|
Virtus ETF Advisers
New York
|
–
|
-$283K
|
-1,934
|
Closed
|
|
