|
51
|
Advyzon Investment Management
Lisle,
Illinois
|
$250K
|
-$114K
|
-5,333
|
-31%
|
|
|
52
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$242K
|
+$246K
|
+11,457
|
New
|
|
|
53
|
Key Financial Inc
West Chester,
Pennsylvania
|
$238K
|
+$28K
|
+1,305
|
+13%
|
|
|
54
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$221K
|
+$225K
|
+10,500
|
New
|
|
|
55
|
Net Worth Advisory Group
Sandy,
Utah
|
$203K
|
+$207K
|
+9,628
|
New
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$191K
|
+$34K
|
+1,582
|
+21%
|
|
|
57
|
Larson Financial Group
St Louis,
Missouri
|
$179K
|
+$17.7K
|
+824
|
+11%
|
|
|
58
|
|
$158K
|
–
|
–
|
–
|
|
|
59
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$137K
|
-$3.18K
|
-148
|
-2%
|
|
|
60
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$127K
|
+$129K
|
+6,014
|
New
|
|
|
61
|
GAMMA Investing
Foster City,
California
|
$80.8K
|
-$20.1K
|
-937
|
-20%
|
|
|
62
|
Geneos Wealth Management
Englewood,
Colorado
|
$76.9K
|
+$3K
|
+140
|
+4%
|
|
|
63
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50K
|
+$51.1K
|
+2,382
|
New
|
|
|
64
|
Horizons Wealth Management
Asheville,
North Carolina
|
$39.2K
|
–
|
–
|
–
|
|
|
65
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$37.6K
|
-$4.34K
|
-202
|
-10%
|
|
|
66
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
67
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
68
|
Anchor Investment Management
Columbia,
South Carolina
|
$9.06K
|
+$9.23K
|
+430
|
New
|
|
|
69
|
Private Trust Company
Cleveland,
Ohio
|
$7.76K
|
+$258
|
+12
|
+3%
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$21
|
+$21
|
+1
|
New
|
|
|
71
|
|
–
|
-$2.99M
|
-139,598
|
Closed
|
|
|
72
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$903K
|
-42,225
|
Closed
|
|
|
73
|
Leo Wealth LLC
Hurst,
Texas
|
–
|
-$298K
|
-13,941
|
Closed
|
|
|
74
|
Tassel Capital Management
Matthews,
North Carolina
|
–
|
-$278K
|
-12,995
|
Closed
|
|
|
75
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$219K
|
-10,234
|
Closed
|
|
