|
51
|
Rockefeller Capital Management
New York
|
$1.31K
|
-$981
|
-31
|
-41%
|
|
|
52
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$922
|
+$981
|
+31
|
New
|
|
|
53
|
Highline Wealth Partners
Sherman Oaks,
California
|
$341
|
–
|
–
|
–
|
|
|
54
|
SageView Advisory Group
Newport Beach,
California
|
$341
|
+$348
|
+11
|
New
|
|
|
55
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$269
|
-$63
|
-2
|
-18%
|
|
|
56
|
Tidemark
San Diego,
California
|
$268
|
–
|
–
|
–
|
|
|
57
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$238
|
–
|
–
|
–
|
|
|
58
|
|
$60
|
–
|
–
|
–
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$17.4M
|
-514,550
|
Closed
|
|
|
60
|
Mirae Asset Global Investments
Seoul,
South Korea
|
–
|
-$2.63M
|
-77,500
|
Closed
|
|
|
61
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
–
|
-$1.18M
|
-34,788
|
Closed
|
|
|
62
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$455K
|
-13,423
|
Closed
|
|
|
63
|
Citadel Advisors
Miami,
Florida
|
–
|
-$363K
|
-10,701
|
Closed
|
|
|
64
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$336K
|
-9,923
|
Closed
|
|
|
65
|
BAM Wealth Management
Lakewood,
Colorado
|
–
|
-$255K
|
-7,538
|
Closed
|
|
|
66
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$242K
|
-7,143
|
Closed
|
|
|
67
|
Advyzon Investment Management
Lisle,
Illinois
|
–
|
-$228K
|
-6,721
|
Closed
|
|
|
68
|
Alteri Wealth
Westlake Village,
California
|
–
|
-$210K
|
-6,205
|
Closed
|
|
|
69
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
–
|
-$206K
|
-6,092
|
Closed
|
|
|
70
|
Wells Fargo
San Francisco,
California
|
–
|
-$8.34K
|
-246
|
Closed
|
|
|
71
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$7.33K
|
-216
|
Closed
|
|
|
72
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$2.51K
|
-74
|
Closed
|
|
