|
26
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$357K
|
–
|
–
|
–
|
|
|
27
|
Beam Wealth Advisors
Covington,
Louisiana
|
$264K
|
-$49.7K
|
-5,013
|
-16%
|
|
|
28
|
GGM Financials
Columbus,
Ohio
|
$239K
|
+$1.96K
|
+198
|
+0.8%
|
|
|
29
|
Creative Financial Designs
Kokomo,
Indiana
|
$233K
|
-$116K
|
-11,700
|
-33%
|
|
|
30
|
Old Mission Capital
Chicago,
Illinois
|
$207K
|
-$409K
|
-41,193
|
-66%
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$200K
|
–
|
–
|
–
|
|
|
32
|
Clear Creek Financial Management
Silverdale,
Washington
|
$199K
|
+$198K
|
+20,000
|
New
|
|
|
33
|
Fiduciary Trust
Boston,
Massachusetts
|
$157K
|
–
|
–
|
–
|
|
|
34
|
Regal Investment Advisors
Kentwood,
Michigan
|
$149K
|
–
|
–
|
–
|
|
|
35
|
Occidental Asset Management
Burlingame,
California
|
$149K
|
+$149K
|
+15,000
|
New
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$41.8K
|
+$41.7K
|
+4,200
|
New
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$32.2K
|
+$24K
|
+2,418
|
+296%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29K
|
-$455K
|
-45,891
|
-94%
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$23.7K
|
-$536
|
-54
|
-2%
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$11.6K
|
–
|
–
|
–
|
|
|
41
|
Farther Finance Advisors
San Francisco,
California
|
$9.63K
|
–
|
–
|
–
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
–
|
-$1.32M
|
-133,456
|
Closed
|
|
|
43
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$297K
|
-30,000
|
Closed
|
|
|
44
|
Savvy Advisors Inc
New York
|
–
|
-$107K
|
-10,789
|
Closed
|
|
|
45
|
SFMG Wealth Advisors
Plano,
Texas
|
–
|
-$105K
|
-10,584
|
Closed
|
|
|
46
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$39.3K
|
-3,968
|
Closed
|
|
