|
51
|
Iams Wealth Management
Omaha,
Nebraska
|
$391K
|
-$40.8K
|
-879
|
-10%
|
|
|
52
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$390K
|
+$2.69K
|
+58
|
+0.7%
|
|
|
53
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$381K
|
+$604
|
+13
|
+0.2%
|
|
|
54
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$372K
|
–
|
–
|
–
|
|
|
55
|
Sun Financial
Midvale,
Utah
|
$366K
|
+$557
|
+12
|
+0.2%
|
|
|
56
|
SigFig Wealth Management
San Francisco,
California
|
$322K
|
-$371
|
-8
|
-0.1%
|
|
|
57
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$321K
|
+$307K
|
+6,605
|
New
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$320K
|
+$10.1K
|
+218
|
+3%
|
|
|
59
|
Mercer Global Advisors
Denver,
Colorado
|
$305K
|
-$24.4K
|
-526
|
-8%
|
|
|
60
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
61
|
Beacon Pointe Advisors
Newport Beach,
California
|
$279K
|
+$267K
|
+5,741
|
New
|
|
|
62
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$256K
|
+$201K
|
+4,318
|
New
|
|
|
63
|
Enzi Wealth
Austin,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
64
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$212K
|
+$203K
|
+4,363
|
New
|
|
|
65
|
Intellectus Partners
San Francisco,
California
|
$205K
|
+$196K
|
+4,227
|
New
|
|
|
66
|
Brown Brothers Harriman & Co
New York
|
$182K
|
+$174K
|
+3,742
|
New
|
|
|
67
|
International Assets Investment Management
Orlando,
Florida
|
$148K
|
+$63.9K
|
+1,377
|
+81%
|
|
|
68
|
West Paces Advisors
Atlanta,
Georgia
|
$70.4K
|
+$67.3K
|
+1,450
|
New
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$70.4K
|
+$8.36K
|
+180
|
+14%
|
|
|
70
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$66.1K
|
–
|
–
|
–
|
|
|
71
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$65.6K
|
+$13.9K
|
+300
|
+29%
|
|
|
72
|
MCF Advisors
Covington,
Kentucky
|
$65.3K
|
+$62.4K
|
+1,344
|
New
|
|
|
73
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$39.2K
|
–
|
–
|
–
|
|
|
74
|
Private Trust Company
Cleveland,
Ohio
|
$36.8K
|
–
|
–
|
–
|
|
|
75
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$22.2K
|
+$46
|
+1
|
+0.2%
|
|
