|
101
|
GAMMA Investing
Foster City,
California
|
$11K
|
+$10.7K
|
+192
|
New
|
|
|
102
|
Wells Fargo
San Francisco,
California
|
$10K
|
+$9.79K
|
+176
|
New
|
|
|
103
|
Global Retirement Partners
San Rafael,
California
|
$5.82K
|
–
|
–
|
–
|
|
|
104
|
Franklin Resources
San Mateo,
California
|
$5.76K
|
–
|
–
|
–
|
|
|
105
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.71K
|
-$360K
|
-6,478
|
-99%
|
|
|
106
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3.48K
|
–
|
–
|
–
|
|
|
107
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.05K
|
+$2K
|
+36
|
New
|
|
|
108
|
Spire Wealth Management
Mclean,
Virginia
|
$570
|
-$18.8K
|
-338
|
-97%
|
|
|
109
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
–
|
-$11.8M
|
-210,504
|
Closed
|
|
|
110
|
|
–
|
-$4.41M
|
-78,575
|
Closed
|
|
|
111
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$3.33M
|
-59,328
|
Closed
|
|
|
112
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$2.16M
|
-38,480
|
Closed
|
|
|
113
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$260K
|
-4,626
|
Closed
|
|
|
114
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$236K
|
-4,204
|
Closed
|
|
|
115
|
GDS Wealth Management
Flower Mound,
Texas
|
–
|
-$222K
|
-3,955
|
Closed
|
|
|
116
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$215K
|
-3,822
|
Closed
|
|
|
117
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$213K
|
-3,783
|
Closed
|
|
|
118
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$27.8K
|
-500
|
Closed
|
|
|
119
|
Center for Financial Planning
Southfied,
Michigan
|
–
|
-$13K
|
-231
|
Closed
|
|
|
120
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$12.3K
|
-219
|
Closed
|
|
|
121
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$3.03K
|
-54
|
Closed
|
|
|
122
|
Washington Trust
Westerly,
Rhode Island
|
–
|
-$112
|
-2
|
Closed
|
|
