|
51
|
Mason Investment Advisory Services
Reston,
Virginia
|
$295K
|
+$290K
|
+7,685
|
New
|
|
|
52
|
Csenge Advisory Group
Clearwater,
Florida
|
$267K
|
+$263K
|
+6,964
|
New
|
|
|
53
|
Advyzon Investment Management
Lisle,
Illinois
|
$262K
|
+$258K
|
+6,831
|
New
|
|
|
54
|
FSR Wealth Management
Elmhurst,
Illinois
|
$260K
|
+$255K
|
+6,759
|
New
|
|
|
55
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$238K
|
-$11.5K
|
-305
|
-5%
|
|
|
56
|
BCGM Wealth Management
Lafayette,
Indiana
|
$210K
|
–
|
–
|
–
|
|
|
57
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$192K
|
–
|
–
|
–
|
|
|
58
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$143K
|
+$141K
|
+3,731
|
New
|
|
|
59
|
Advisornet Financial
Minnetonka,
Minnesota
|
$133K
|
–
|
–
|
–
|
|
|
60
|
NBT Bank
Norwich,
New York
|
$101K
|
–
|
–
|
–
|
|
|
61
|
Creative Financial Designs
Kokomo,
Indiana
|
$44.8K
|
–
|
–
|
–
|
|
|
62
|
GeoWealth Management
Chicago,
Illinois
|
$42K
|
-$465K
|
-12,312
|
-92%
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$31.2K
|
-$354K
|
-9,374
|
-92%
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$24.9K
|
-$1.21K
|
-32
|
-5%
|
|
|
65
|
Geneos Wealth Management
Englewood,
Colorado
|
$23.7K
|
+$23.3K
|
+618
|
New
|
|
|
66
|
Decker Retirement Planning
Levi,
Utah
|
$20.3K
|
+$19.9K
|
+528
|
New
|
|
|
67
|
Pineridge Advisors
St. Charles,
Missouri
|
$17.9K
|
+$1.93K
|
+51
|
+12%
|
|
|
68
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6.3K
|
+$6.2K
|
+164
|
New
|
|
|
69
|
Richard W. Paul & Associates
Novi,
Michigan
|
$5.76K
|
+$5.67K
|
+150
|
New
|
|
|
70
|
|
$2.8K
|
-$35K
|
-927
|
-93%
|
|
|
71
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$304K
|
-8,177
|
Closed
|
|
|
72
|
Barclays
London,
United Kingdom
|
–
|
-$148K
|
-3,984
|
Closed
|
|
|
73
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$55.8K
|
-1,500
|
Closed
|
|
|
74
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$18.4K
|
-494
|
Closed
|
|
|
75
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
–
|
-$2.6K
|
-70
|
Closed
|
|
