|
26
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$201K
|
-$530K
|
-19,364
|
-72%
|
|
|
27
|
Rossby Financial
Melbourne,
Florida
|
$201K
|
–
|
–
|
–
|
|
|
28
|
Fidelity Investments
Boston,
Massachusetts
|
$161K
|
–
|
–
|
–
|
|
|
29
|
Farther Finance Advisors
San Francisco,
California
|
$148K
|
+$77.4K
|
+2,826
|
+108%
|
|
|
30
|
Millstone Evans Group
Boulder,
Colorado
|
$128K
|
–
|
–
|
–
|
|
|
31
|
TFC Financial Management
Boston,
Massachusetts
|
$123K
|
+$849
|
+31
|
+0.7%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$120K
|
-$15.2K
|
-557
|
-11%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$112K
|
–
|
–
|
–
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$85.9K
|
–
|
–
|
–
|
|
|
35
|
ORG Partners
Roanoke,
Indiana
|
$64.6K
|
-$33.7K
|
-1,232
|
-34%
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47K
|
–
|
–
|
–
|
|
|
37
|
Evolution Advisers
Richmond,
Virginia
|
$41K
|
+$41.4K
|
+1,513
|
New
|
|
|
38
|
|
$36.8K
|
+$31.7K
|
+1,158
|
+597%
|
|
|
39
|
AE Wealth Management
Topeka,
Kansas
|
$32.9K
|
+$33.2K
|
+1,211
|
New
|
|
|
40
|
Kestra Advisory Services
Austin,
Texas
|
$27.7K
|
+$27.9K
|
+1,020
|
New
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
42
|
Sankala Group
Lyons,
Colorado
|
$9.84K
|
+$9.45K
|
+345
|
New
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$7.45K
|
-$438K
|
-16,013
|
-98%
|
|
|
44
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.61K
|
–
|
–
|
–
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.5K
|
+$2.52K
|
+92
|
New
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$23
|
+$27
|
+1
|
New
|
|
|
47
|
Arjuna Capital
Durham,
North Carolina
|
–
|
-$354K
|
-12,951
|
Closed
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$220K
|
-8,041
|
Closed
|
|
|
49
|
Alerus Financial
Grand Forks,
North Dakota
|
–
|
-$2.57K
|
-94
|
Closed
|
|
