|
101
|
Creative Financial Designs
Kokomo,
Indiana
|
$53.9K
|
–
|
–
|
–
|
|
|
102
|
IMG Wealth Management
Jacksonville,
Florida
|
$26K
|
–
|
–
|
–
|
|
|
103
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.33K
|
–
|
–
|
–
|
|
|
104
|
WealthShield Partners
Cary,
North Carolina
|
$7.35K
|
–
|
–
|
–
|
|
|
105
|
Gilpin Wealth Management
Denver,
Colorado
|
$7.35K
|
+$2.42K
|
+50
|
+50%
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$5.76K
|
+$3.87K
|
+80
|
+211%
|
|
|
107
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$5.39K
|
-$2.42K
|
-50
|
-31%
|
|
|
108
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
109
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$1.57K
|
–
|
–
|
–
|
|
|
110
|
Clear Point Advisors
Melville,
New York
|
–
|
-$1.05M
|
-21,872
|
Closed
|
|
|
111
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$381K
|
-7,949
|
Closed
|
|
|
112
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$374K
|
-7,796
|
Closed
|
|
|
113
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$366K
|
-7,624
|
Closed
|
|
|
114
|
Nations Financial Group
Cedar Rapids,
Iowa
|
–
|
-$354K
|
-7,388
|
Closed
|
|
|
115
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$326K
|
-6,796
|
Closed
|
|
|
116
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$28.8K
|
-600
|
Closed
|
|
|
117
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.05K
|
-147
|
Closed
|
|
|
118
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$4.8K
|
-100
|
Closed
|
|
|
119
|
Jessup Wealth Management
Dayton,
Ohio
|
–
|
-$372
|
-8
|
Closed
|
|
