|
351
|
CCG Wealth Management
San Diego,
California
|
–
|
-$1.3M
|
-45,268
|
Closed
|
|
|
352
|
Capital Wealth Planning
Naples,
Florida
|
–
|
-$1.25M
|
-43,378
|
Closed
|
|
|
353
|
|
–
|
-$1.22M
|
-42,310
|
Closed
|
|
|
354
|
Fund Evaluation Group
Cincinnati,
Ohio
|
–
|
-$1.01M
|
-35,000
|
Closed
|
|
|
355
|
Magnus Financial Group
New York
|
–
|
-$718K
|
-24,892
|
Closed
|
|
|
356
|
Pinnacle Associates
New York
|
–
|
-$666K
|
-23,090
|
Closed
|
|
|
357
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$541K
|
-18,658
|
Closed
|
|
|
358
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$357K
|
-12,364
|
Closed
|
|
|
359
|
Oxford Financial Group
Carmel,
Indiana
|
–
|
-$355K
|
-12,320
|
Closed
|
|
|
360
|
Bayesian Capital Management
Brooklyn,
New York
|
–
|
-$321K
|
-11,116
|
Closed
|
|
|
361
|
KFA Private Wealth Group
Tysons,
Virginia
|
–
|
-$299K
|
-10,384
|
Closed
|
|
|
362
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$294K
|
-10,282
|
Closed
|
|
|
363
|
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
–
|
-$277K
|
-9,616
|
Closed
|
|
|
364
|
Wealthspire Advisors (New York)
New York
|
–
|
-$265K
|
-9,200
|
Closed
|
|
|
365
|
Aurora Private Wealth
Rockaway,
New Jersey
|
–
|
-$263K
|
-9,130
|
Closed
|
|
|
366
|
Resonant Capital Advisors
Madison,
Wisconsin
|
–
|
-$250K
|
-8,658
|
Closed
|
|
|
367
|
Perennial Investment Advisors
Los Angeles,
California
|
–
|
-$241K
|
-8,350
|
Closed
|
|
|
368
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$204K
|
-7,172
|
Closed
|
|
|
369
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$202K
|
-7,000
|
Closed
|
|
|
370
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$167K
|
-5,804
|
Closed
|
|
|
371
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$150K
|
-5,208
|
Closed
|
|
|
372
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$116K
|
-4,026
|
Closed
|
|
|
373
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$90K
|
-3,114
|
Closed
|
|
|
374
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$59K
|
-2,040
|
Closed
|
|
|
375
|
Wealth Quarterback
Toms River,
New Jersey
|
–
|
-$39K
|
-1,352
|
Closed
|
|
