|
51
|
Enzi Wealth
Austin,
Texas
|
$214K
|
-$11.4K
|
-280
|
-5%
|
|
|
52
|
Institute for Wealth Management
Denver,
Colorado
|
$205K
|
+$200K
|
+4,896
|
New
|
|
|
53
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$104K
|
-$21.2K
|
-521
|
-17%
|
|
|
54
|
ORG Partners
Roanoke,
Indiana
|
$62.9K
|
-$163
|
-4
|
-0.3%
|
|
|
55
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$57K
|
–
|
–
|
–
|
|
|
56
|
Huntington National Bank
Columbus,
Ohio
|
$48.8K
|
–
|
–
|
–
|
|
|
57
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$33.8K
|
–
|
–
|
–
|
|
|
58
|
AE Wealth Management
Topeka,
Kansas
|
$33.8K
|
+$32.9K
|
+807
|
New
|
|
|
59
|
Private Trust Company
Cleveland,
Ohio
|
$31.7K
|
–
|
–
|
–
|
|
|
60
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$31.2K
|
-$14.1K
|
-345
|
-32%
|
|
|
61
|
Fidelity Investments
Boston,
Massachusetts
|
$25.7K
|
–
|
–
|
–
|
|
|
62
|
Wealthspire Advisors (New York)
New York
|
$23.3K
|
+$22.7K
|
+556
|
New
|
|
|
63
|
Millstone Evans Group
Boulder,
Colorado
|
$12.5K
|
–
|
–
|
–
|
|
|
64
|
Allworth Financial
Folsom,
California
|
$10.9K
|
+$10.6K
|
+261
|
New
|
|
|
65
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$10.5K
|
–
|
–
|
–
|
|
|
66
|
Steward Partners Investment Advisory
New York
|
$8.37K
|
–
|
–
|
–
|
|
|
67
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.7K
|
–
|
–
|
–
|
|
|
68
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4K
|
-$6.65K
|
-163
|
-63%
|
|
|
69
|
Westside Investment Management
Santa Monica,
California
|
$3.85K
|
–
|
–
|
–
|
|
|
70
|
AssetMark Inc
Concord,
California
|
$2.89K
|
-$489
|
-12
|
-15%
|
|
|
71
|
|
$56
|
–
|
–
|
–
|
|
|
72
|
Citadel Advisors
Miami,
Florida
|
–
|
-$574K
|
-14,703
|
Closed
|
|
|
73
|
Comerica Bank
Dallas,
Texas
|
–
|
-$26.9K
|
-689
|
Closed
|
|
