|
201
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.27K
|
-$706K
|
-20,156
|
-8%
|
|
|
202
|
Caldwell Trust
Venice,
Florida
|
$6.36K
|
–
|
–
|
–
|
|
|
203
|
|
$4.92K
|
-$187K
|
-5,346
|
-98%
|
|
|
204
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$19.6M
|
-565,761
|
Closed
|
|
|
205
|
|
–
|
-$12.8M
|
-370,122
|
Closed
|
|
|
206
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$7.84M
|
-226,084
|
Closed
|
|
|
207
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$7.32M
|
-211,089
|
Closed
|
|
|
208
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$4.91M
|
-141,615
|
Closed
|
|
|
209
|
Brown Wealth Management
Naperville,
Illinois
|
–
|
-$4.03M
|
-116,393
|
Closed
|
|
|
210
|
Lake Street Private Wealth
Chicago,
Illinois
|
–
|
-$2.1M
|
-60,624
|
Closed
|
|
|
211
|
Rockefeller Capital Management
New York
|
–
|
-$1.64M
|
-47,332
|
Closed
|
|
|
212
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
–
|
-$753K
|
-21,720
|
Closed
|
|
|
213
|
GTS Securities
Miami,
Florida
|
–
|
-$596K
|
-17,192
|
Closed
|
|
|
214
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
–
|
-$358K
|
-10,337
|
Closed
|
|
|
215
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$296K
|
-8,553
|
Closed
|
|
|
216
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$272K
|
-7,857
|
Closed
|
|
|
217
|
Maia Wealth
Denver,
Colorado
|
–
|
-$222K
|
-6,327
|
Closed
|
|
|
218
|
Wells Fargo
San Francisco,
California
|
–
|
-$190K
|
-5,475
|
Closed
|
|
|
219
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
–
|
-$3.47K
|
-100
|
Closed
|
|
|
220
|
Larson Financial Group
St Louis,
Missouri
|
–
|
-$659
|
-19
|
Closed
|
|
