|
51
|
Peterson Wealth Advisors
Orem,
Utah
|
$208K
|
–
|
–
|
–
|
|
|
52
|
Geneos Wealth Management
Englewood,
Colorado
|
$191K
|
+$2.03K
|
+42
|
+1%
|
|
|
53
|
Steward Partners Investment Advisory
New York
|
$138K
|
-$4.39K
|
-91
|
-3%
|
|
|
54
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$131K
|
-$129K
|
-2,670
|
-49%
|
|
|
55
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$113K
|
–
|
–
|
–
|
|
|
56
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$101K
|
–
|
–
|
–
|
|
|
57
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$98K
|
+$100K
|
+2,080
|
New
|
|
|
58
|
Front Row Advisors
Tiburon,
California
|
$91K
|
-$2.41K
|
-50
|
-3%
|
|
|
59
|
Main Management
San Francisco,
California
|
$69K
|
+$70.5K
|
+1,462
|
New
|
|
|
60
|
Prospera Financial Services
Dallas,
Texas
|
$68K
|
+$69.7K
|
+1,444
|
New
|
|
|
61
|
UBS Group
Zurich,
Switzerland
|
$63K
|
+$61.8K
|
+1,281
|
+2,135%
|
|
|
62
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
63
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$30K
|
+$724
|
+15
|
+2%
|
|
|
64
|
Clearview Wealth Advisors
Salem,
Oregon
|
$29K
|
–
|
–
|
–
|
|
|
65
|
Huntington National Bank
Columbus,
Ohio
|
$29K
|
–
|
–
|
–
|
|
|
66
|
Duncker Streett & Co
St. Louis,
Missouri
|
$24K
|
–
|
–
|
–
|
|
|
67
|
Asset Dedication LLC
San Francisco,
California
|
$18K
|
–
|
–
|
–
|
|
|
68
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$14K
|
–
|
–
|
–
|
|
|
69
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$13K
|
–
|
–
|
–
|
|
|
70
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$9K
|
-$482
|
-10
|
-5%
|
|
|
71
|
Holloway Wealth Management
Gainesville,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
72
|
Rockefeller Capital Management
New York
|
$9K
|
–
|
–
|
–
|
|
|
73
|
TimeScale Financial
Danvers,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
74
|
Fidelity Investments
Boston,
Massachusetts
|
$9K
|
+$96
|
+2
|
+1%
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$9K
|
+$5.07K
|
+105
|
+81%
|
|
