|
51
|
SigFig Wealth Management
San Francisco,
California
|
$320K
|
-$6.96K
|
-188
|
-2%
|
|
|
52
|
Enzi Wealth
Austin,
Texas
|
$218K
|
+$201K
|
+5,440
|
New
|
|
|
53
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$117K
|
+$2.22K
|
+60
|
+2%
|
|
|
54
|
ORG Partners
Roanoke,
Indiana
|
$59.8K
|
+$55.8K
|
+1,507
|
New
|
|
|
55
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$53.2K
|
–
|
–
|
–
|
|
|
56
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$42.5K
|
+$74
|
+2
|
+0.2%
|
|
|
57
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$31.6K
|
–
|
–
|
–
|
|
|
58
|
Private Trust Company
Cleveland,
Ohio
|
$29.6K
|
+$28.1K
|
+758
|
New
|
|
|
59
|
Comerica Bank
Dallas,
Texas
|
$26.9K
|
+$18.1K
|
+489
|
+245%
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$23.9K
|
+$4.11K
|
+111
|
+22%
|
|
|
61
|
Millstone Evans Group
Boulder,
Colorado
|
$11.7K
|
–
|
–
|
–
|
|
|
62
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$10K
|
-$3.81K
|
-103
|
-28%
|
|
|
63
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$9.76K
|
–
|
–
|
–
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$7.81K
|
–
|
–
|
–
|
|
|
65
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.25K
|
–
|
–
|
–
|
|
|
66
|
Westside Investment Management
Santa Monica,
California
|
$3.59K
|
–
|
–
|
–
|
|
|
67
|
AssetMark Inc
Concord,
California
|
$3.16K
|
+$3K
|
+81
|
New
|
|
|
68
|
|
$52
|
-$962
|
-26
|
-96%
|
|
|
69
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$587K
|
-15,748
|
Closed
|
|
|
70
|
Cahaba Wealth Management
Atlanta,
Georgia
|
–
|
-$386K
|
-10,359
|
Closed
|
|
|
71
|
West Paces Advisors
Atlanta,
Georgia
|
–
|
-$54K
|
-1,450
|
Closed
|
|
