|
301
|
Decker Retirement Planning
Levi,
Utah
|
$10.7K
|
+$10.8K
|
+210
|
New
|
|
|
302
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$9.12K
|
+$103
|
+2
|
+1%
|
|
|
303
|
High Note Wealth
Deephaven,
Minnesota
|
$5.61K
|
+$5.66K
|
+110
|
New
|
|
|
304
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$5.3K
|
+$5.35K
|
+104
|
New
|
|
|
305
|
REAP Financial Group
Austin,
Texas
|
$4.39K
|
–
|
–
|
–
|
|
|
306
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$3.97K
|
+$51
|
+1
|
+1%
|
|
|
307
|
GAMMA Investing
Foster City,
California
|
$1.58K
|
–
|
–
|
–
|
|
|
308
|
Venturi Wealth Management
Austin,
Texas
|
$1.48K
|
-$12.7K
|
-246
|
-89%
|
|
|
309
|
NBC Securities
Birmingham,
Alabama
|
$121
|
-$82.1K
|
-1,596
|
-100%
|
|
|
310
|
Fidelity Investments
Boston,
Massachusetts
|
$51
|
–
|
–
|
–
|
|
|
311
|
Financial Management Professionals
Austin,
Texas
|
$3
|
–
|
–
|
–
|
|
|
312
|
Invenio Wealth Partners
Coral Gables,
Florida
|
–
|
-$3.32M
|
-63,865
|
Closed
|
|
|
313
|
Wealth Management Resources
Smithfield,
Rhode Island
|
–
|
-$679K
|
-13,062
|
Closed
|
|
|
314
|
ORBA Wealth Advisors
Chicago,
Illinois
|
–
|
-$650K
|
-12,500
|
Closed
|
|
|
315
|
Moneywise Inc
Forest,
Virginia
|
–
|
-$612K
|
-11,783
|
Closed
|
|
|
316
|
Independent Financial Group
San Diego,
California
|
–
|
-$423K
|
-8,137
|
Closed
|
|
|
317
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$388K
|
-7,471
|
Closed
|
|
|
318
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
–
|
-$323K
|
-6,216
|
Closed
|
|
|
319
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$295K
|
-5,670
|
Closed
|
|
|
320
|
Proactive Wealth Strategies
Marietta,
Georgia
|
–
|
-$286K
|
-5,499
|
Closed
|
|
|
321
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$268K
|
-5,160
|
Closed
|
|
|
322
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
–
|
-$257K
|
-5,005
|
Closed
|
|
|
323
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
–
|
-$249K
|
-4,795
|
Closed
|
|
|
324
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$244K
|
-4,700
|
Closed
|
|
|
325
|
Iams Wealth Management
Omaha,
Nebraska
|
–
|
-$243K
|
-4,683
|
Closed
|
|
