|
2026
|
Burleson & Co
Petaluma,
California
|
$0
|
-$203K
|
0
|
–
|
Closed
|
|
|
2027
|
Cadinha & Co
Honolulu,
Hawaii
|
$0
|
-$254K
|
0
|
–
|
Closed
|
|
|
2028
|
Calamos Wealth Management
Naperville,
Illinois
|
$0
|
-$221K
|
0
|
–
|
Closed
|
|
|
2029
|
Campbell Wealth Management
Alexandria,
Virginia
|
$0
|
-$98K
|
0
|
–
|
Closed
|
|
|
2030
|
Capital Advantage
Walnut Creek,
California
|
$0
|
-$211K
|
0
|
–
|
Closed
|
|
|
2031
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$0
|
-$256K
|
0
|
–
|
Closed
|
|
|
2032
|
Caymus Capital Partners
The Woodlands,
Texas
|
$0
|
-$840K
|
0
|
–
|
Closed
|
|
|
2033
|
Cedar Capital
Barrington,
Illinois
|
$0
|
-$282K
|
0
|
–
|
Closed
|
|
|
2034
|
Ceredex Value Advisors
Orlando,
Florida
|
$0
|
-$64M
|
0
|
–
|
Closed
|
|
|
2035
|
Cerity Partners OCIO
New York
|
$0
|
-$2.09M
|
0
|
–
|
Closed
|
|
|
2036
|
Cheviot Value Management
Beverly Hills,
California
|
$0
|
-$950K
|
0
|
–
|
Closed
|
|
|
2037
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|
|
2038
|
Clear Creek Financial Management
Silverdale,
Washington
|
$0
|
-$712K
|
0
|
–
|
Closed
|
|
|
2039
|
Coldstream Capital Management
Bellevue,
Washington
|
$0
|
-$207K
|
0
|
–
|
Closed
|
|
|
2040
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$0
|
-$2K
|
0
|
–
|
Closed
|
|
|
2041
|
Cornerstone Capital
Palo Alto,
California
|
$0
|
-$334K
|
0
|
–
|
Closed
|
|
|
2042
|
CSS LLC
Chicago,
Illinois
|
$0
|
-$219K
|
0
|
–
|
Closed
|
|
|
2043
|
Cypress Wealth Services
Palm Desert,
California
|
$0
|
-$472K
|
0
|
–
|
Closed
|
|
|
2044
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$0
|
-$124K
|
0
|
–
|
Closed
|
|
|
2045
|
DF Dent & Co
Baltimore,
Maryland
|
$0
|
-$93K
|
0
|
–
|
Closed
|
|
|
2046
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$0
|
-$74K
|
0
|
–
|
Closed
|
|
|
2047
|
Doheny Asset Management
Los Angeles,
California
|
$0
|
-$299K
|
0
|
–
|
Closed
|
|
|
2048
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$0
|
-$336K
|
0
|
–
|
Closed
|
|
|
2049
|
Eagle Capital Management (New York)
New York
|
$0
|
-$235K
|
0
|
–
|
Closed
|
|
|
2050
|
Electron Capital Partners
New York
|
$0
|
-$20.6M
|
0
|
–
|
Closed
|
|