|
76
|
|
$96K
|
+$20K
|
+719
|
+25%
|
|
|
77
|
Castleview Partners
Dallas,
Texas
|
$84K
|
+$60.3K
|
+2,168
|
+217%
|
|
|
78
|
Creative Financial Designs
Kokomo,
Indiana
|
$66K
|
–
|
–
|
–
|
|
|
79
|
Orion Capital Management
Coronado,
California
|
$40K
|
–
|
–
|
–
|
|
|
80
|
Advisornet Financial
Minnetonka,
Minnesota
|
$35K
|
–
|
–
|
–
|
|
|
81
|
UBS Group
Zurich,
Switzerland
|
$20K
|
+$21.3K
|
+765
|
New
|
|
|
82
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
83
|
Baystate Wealth Management
Boston,
Massachusetts
|
$7K
|
-$48.4K
|
-1,742
|
-87%
|
|
|
84
|
Optimum Investment Advisors
Chicago,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
85
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
86
|
XML Financial
Bethesda,
Maryland
|
–
|
-$10.8M
|
-399,591
|
Closed
|
|
|
87
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$2.21M
|
-81,866
|
Closed
|
|
|
88
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$395K
|
-14,640
|
Closed
|
|
|
89
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$297K
|
-11,000
|
Closed
|
|
|
90
|
Keystone Wealth Services
Palm Desert,
California
|
–
|
-$251K
|
-9,300
|
Closed
|
|
|
91
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$212K
|
-7,849
|
Closed
|
|
|
92
|
Atria Wealth Solutions
New York
|
–
|
-$204K
|
-7,561
|
Closed
|
|
|
93
|
Integrity Financial
Cheyenne,
Wyoming
|
–
|
-$46K
|
-1,710
|
Closed
|
|
|
94
|
Strategic Asset Management
Rochester,
Minnesota
|
–
|
-$34K
|
-1,277
|
Closed
|
|
|
95
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$24K
|
-900
|
Closed
|
|
|
96
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
–
|
-$20K
|
-750
|
Closed
|
|
