|
26
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$309K
|
-$974K
|
-37,488
|
-76%
|
|
|
27
|
PFG Advisors
Phoenix,
Arizona
|
$289K
|
+$286K
|
+10,988
|
New
|
|
|
28
|
Cooper Financial Group
Irvine,
California
|
$265K
|
-$9.88M
|
-380,196
|
-97%
|
|
|
29
|
Harbour Investments
Madison,
Wisconsin
|
$258K
|
-$884K
|
-34,028
|
-78%
|
|
|
30
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$246K
|
+$243K
|
+9,364
|
New
|
|
|
31
|
Cahill Financial Advisors
Edina,
Minnesota
|
$236K
|
+$233K
|
+8,968
|
New
|
|
|
32
|
Ridgewood Investments
Springfield,
New Jersey
|
$231K
|
+$229K
|
+8,800
|
New
|
|
|
33
|
55I LLC
Boston,
Massachusetts
|
$230K
|
-$18.3M
|
-704,838
|
-99%
|
|
|
34
|
Creative Financial Designs
Kokomo,
Indiana
|
$190K
|
-$773K
|
-29,736
|
-80%
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$164K
|
-$1.84M
|
-70,700
|
-92%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$135K
|
+$51.2K
|
+1,972
|
+62%
|
|
|
37
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$91K
|
–
|
–
|
–
|
|
|
38
|
|
$69K
|
+$33.1K
|
+1,272
|
+94%
|
|
|
39
|
Avior Wealth Management
Omaha,
Nebraska
|
$28K
|
+$24.7K
|
+952
|
+732%
|
|
|
40
|
Clearview Wealth Advisors
Salem,
Oregon
|
$23K
|
-$3.38M
|
-130,048
|
-99%
|
|
|
41
|
IFP Advisors
Tampa,
Florida
|
$12K
|
-$108K
|
-4,172
|
-90%
|
|
|
42
|
Fortis Advisors
Wayne,
Pennsylvania
|
$8K
|
-$29.4K
|
-1,132
|
-78%
|
|
|
43
|
Vivid Financial Management
Orcutt,
California
|
–
|
-$6.81M
|
-265,028
|
Closed
|
|
|
44
|
Austin Private Wealth
Austin,
Texas
|
–
|
-$3.55M
|
-138,354
|
Closed
|
|
|
45
|
Spectrum Planning & Advisory Services
San Diego,
California
|
–
|
-$2.89M
|
-112,620
|
Closed
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$2.71M
|
-105,506
|
Closed
|
|
|
47
|
Centaurus Financial
Anaheim,
California
|
–
|
-$2.2M
|
-85,838
|
Closed
|
|
|
48
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$2.15M
|
-83,586
|
Closed
|
|
|
49
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$1.5M
|
-58,518
|
Closed
|
|
|
50
|
TRUADVICE
Sarasota,
Florida
|
–
|
-$1.02M
|
-39,366
|
Closed
|
|
