|
51
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$5.54M
|
-261,412
|
Closed
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5.5M
|
-259,467
|
Closed
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$5.49M
|
-259,289
|
Closed
|
|
|
54
|
Trilogy Capital
Irvine,
California
|
–
|
-$5.1M
|
-240,608
|
Closed
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
–
|
-$4.96M
|
-234,349
|
Closed
|
|
|
56
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$4.96M
|
-234,024
|
Closed
|
|
|
57
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$4.95M
|
-233,566
|
Closed
|
|
|
58
|
IRON Financial
Northbrook,
Illinois
|
–
|
-$4.7M
|
-221,997
|
Closed
|
|
|
59
|
Goepper Burkhardt
Greenville,
South Carolina
|
–
|
-$4.6M
|
-217,075
|
Closed
|
|
|
60
|
Moloney Securities Asset Management
Manchester,
Missouri
|
–
|
-$4.45M
|
-210,182
|
Closed
|
|
|
61
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
–
|
-$4.4M
|
-207,934
|
Closed
|
|
|
62
|
IMA Advisory Services
Denver,
Colorado
|
–
|
-$4.32M
|
-204,075
|
Closed
|
|
|
63
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$4.16M
|
-196,193
|
Closed
|
|
|
64
|
4Thought Financial Group
Syosset,
New York
|
–
|
-$4.09M
|
-193,057
|
Closed
|
|
|
65
|
|
–
|
-$4.06M
|
-191,604
|
Closed
|
|
|
66
|
Montag & Associates
Atlanta,
Georgia
|
–
|
-$3.8M
|
-179,298
|
Closed
|
|
|
67
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$3.64M
|
-171,885
|
Closed
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$3.31M
|
-156,060
|
Closed
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$3.3M
|
-155,964
|
Closed
|
|
|
70
|
Horizons Wealth Management
Asheville,
North Carolina
|
–
|
-$3.29M
|
-155,463
|
Closed
|
|
|
71
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
–
|
-$3.19M
|
-150,805
|
Closed
|
|
|
72
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$2.47M
|
-147,777
|
Closed
|
|
|
73
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$3.12M
|
-147,118
|
Closed
|
|
|
74
|
Leavell Investment Management
Mobile,
Alabama
|
–
|
-$3.12M
|
-147,099
|
Closed
|
|
|
75
|
RVW Wealth
Los Angeles,
California
|
–
|
-$3.1M
|
-146,236
|
Closed
|
|