|
1001
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$220K
|
-1,443
|
Closed
|
|
|
1002
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$216K
|
-1,425
|
Closed
|
|
|
1003
|
Leavell Investment Management
Mobile,
Alabama
|
–
|
-$214K
|
-1,410
|
Closed
|
|
|
1004
|
Visionary Asset Management
Houston,
Texas
|
–
|
-$213K
|
-1,401
|
Closed
|
|
|
1005
|
Cedar Capital
Barrington,
Illinois
|
–
|
-$210K
|
-1,386
|
Closed
|
|
|
1006
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$208K
|
-1,368
|
Closed
|
|
|
1007
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$207K
|
-1,365
|
Closed
|
|
|
1008
|
Holt Capital Partners
Fort Worth,
Texas
|
–
|
-$205K
|
-1,350
|
Closed
|
|
|
1009
|
PDS Planning
Dublin,
Ohio
|
–
|
-$203K
|
-1,341
|
Closed
|
|
|
1010
|
Altium Wealth Management
Purchase,
New York
|
–
|
-$202K
|
-1,329
|
Closed
|
|
|
1011
|
Townsend & Associates
Westminster,
Colorado
|
–
|
-$148K
|
-978
|
Closed
|
|
|
1012
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
–
|
-$130K
|
-858
|
Closed
|
|
|
1013
|
Whitney & Co
Rochester,
New York
|
–
|
-$83K
|
-600
|
Closed
|
|
|
1014
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$66K
|
-480
|
Closed
|
|
|
1015
|
Girard Partners
King Of Prussia,
Pennsylvania
|
–
|
-$63K
|
-420
|
Closed
|
|
|
1016
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
–
|
-$57K
|
-375
|
Closed
|
|
|
1017
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
–
|
-$50K
|
-330
|
Closed
|
|
|
1018
|
Capstone Investment Advisors
New York
|
–
|
-$38K
|
-249
|
Closed
|
|
|
1019
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$25K
|
-204
|
Closed
|
|
|
1020
|
|
–
|
-$27K
|
-180
|
Closed
|
|
|
1021
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
–
|
-$22K
|
-150
|
Closed
|
|
|
1022
|
McAdam LLC
Philadelphia,
Pennsylvania
|
–
|
-$21K
|
-138
|
Closed
|
|
|
1023
|
Exchange Capital Management
Ann Arbor,
Michigan
|
–
|
-$16K
|
-105
|
Closed
|
|
|
1024
|
TrustCore Financial Services
Brentwood,
Tennessee
|
–
|
-$15K
|
-96
|
Closed
|
|
|
1025
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
–
|
-$14K
|
-90
|
Closed
|
|
