|
26
|
Creative Planning
Overland Park,
Kansas
|
$350K
|
+$354K
|
+13,994
|
New
|
|
|
27
|
FSA Advisors
Troy,
Michigan
|
$303K
|
-$152K
|
-5,987
|
-33%
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$288K
|
+$88.6K
|
+3,500
|
+44%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$266K
|
+$23.8K
|
+939
|
+10%
|
|
|
30
|
Allie Family Office
Miami,
Florida
|
$249K
|
–
|
–
|
–
|
|
|
31
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$218K
|
+$220K
|
+8,701
|
New
|
|
|
32
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$204K
|
+$1.01K
|
+40
|
+0.5%
|
|
|
33
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$32.8K
|
-$511K
|
-20,188
|
-94%
|
|
|
34
|
Park Square Financial Group
Roswell,
Georgia
|
$16.1K
|
-$2.94K
|
-116
|
-15%
|
|
|
35
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$15.4K
|
-$128K
|
-5,051
|
-89%
|
|
|
36
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10.6K
|
+$10.8K
|
+425
|
New
|
|
|
37
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$376
|
-$20.4K
|
-804
|
-98%
|
|
|
38
|
|
$125
|
-$23.5K
|
-928
|
-99%
|
|
|
39
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$2.72M
|
-107,991
|
Closed
|
|
|
40
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$1.73M
|
-68,520
|
Closed
|
|
|
41
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$1.67M
|
-66,259
|
Closed
|
|
|
42
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$1.04M
|
-41,128
|
Closed
|
|
|
43
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$850K
|
-33,735
|
Closed
|
|
|
44
|
FWG Investments
Lexington,
Kentucky
|
–
|
-$497K
|
-19,723
|
Closed
|
|
|
45
|
|
–
|
-$362K
|
-14,348
|
Closed
|
|
|
46
|
LifeWealth Investments
Winter Garden,
Florida
|
–
|
-$283K
|
-11,213
|
Closed
|
|
|
47
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$59.7K
|
-2,368
|
Closed
|
|
|
48
|
Pineridge Advisors
St. Charles,
Missouri
|
–
|
-$4.31K
|
-171
|
Closed
|
|
|
49
|
Decker Retirement Planning
Levi,
Utah
|
–
|
-$3.13K
|
-124
|
Closed
|
|
|
50
|
New Millennium Group
Sandy,
Utah
|
–
|
-$1.39K
|
-55
|
Closed
|
|
