|
51
|
Howe & Rusling
Rochester,
New York
|
$24K
|
–
|
–
|
–
|
|
|
52
|
AssetMark Inc
Concord,
California
|
$21K
|
+$5.37K
|
+262
|
+33%
|
|
|
53
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
54
|
|
$5K
|
-$12K
|
-586
|
-70%
|
|
|
55
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
56
|
Fusion Family Wealth
Woodbury,
New York
|
–
|
-$9.31M
|
-445,523
|
Closed
|
|
|
57
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$4.07M
|
-195,315
|
Closed
|
|
|
58
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
–
|
-$3.51M
|
-168,213
|
Closed
|
|
|
59
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
–
|
-$3.1M
|
-151,620
|
Closed
|
|
|
60
|
Mirador Capital Partners
Pleasanton,
California
|
–
|
-$2.01M
|
-96,323
|
Closed
|
|
|
61
|
Pacific Sun Financial
Los Angeles,
California
|
–
|
-$2.01M
|
-96,323
|
Closed
|
|
|
62
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
–
|
-$1.92M
|
-91,681
|
Closed
|
|
|
63
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$750K
|
-35,789
|
Closed
|
|
|
64
|
Denver PWM
Denver,
Colorado
|
–
|
-$486K
|
-23,875
|
Closed
|
|
|
65
|
Colony Group
Boston,
Massachusetts
|
–
|
-$207K
|
-9,905
|
Closed
|
|
|
66
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
–
|
-$200K
|
-9,590
|
Closed
|
|
|
67
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$50K
|
-2,380
|
Closed
|
|
|
68
|
YorkBridge Wealth Partners
New York
|
–
|
-$26K
|
-1,285
|
Closed
|
|
|
69
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$10K
|
-500
|
Closed
|
|
|
70
|
Tradewinds Capital Management
Bellingham,
Washington
|
–
|
-$1K
|
-53
|
Closed
|
|
