|
51
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$342K
|
+$353K
|
+7,964
|
New
|
|
|
52
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$336K
|
–
|
–
|
–
|
|
|
53
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$329K
|
–
|
–
|
–
|
|
|
54
|
|
$319K
|
+$330K
|
+7,445
|
New
|
|
|
55
|
Mercer Global Advisors
Denver,
Colorado
|
$292K
|
-$29.1K
|
-655
|
-9%
|
|
|
56
|
SigFig Wealth Management
San Francisco,
California
|
$285K
|
-$4.17K
|
-94
|
-1%
|
|
|
57
|
Kestra Advisory Services
Austin,
Texas
|
$273K
|
+$39.5K
|
+889
|
+16%
|
|
|
58
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$263K
|
+$272K
|
+6,127
|
New
|
|
|
59
|
Enzi Wealth
Austin,
Texas
|
$221K
|
–
|
–
|
–
|
|
|
60
|
Financially in Tune
Stoneham,
Massachusetts
|
$213K
|
-$93.2K
|
-2,100
|
-30%
|
|
|
61
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$107K
|
–
|
–
|
–
|
|
|
62
|
|
$89.8K
|
+$95.1K
|
+2,142
|
+214,200%
|
|
|
63
|
International Assets Investment Management
Orlando,
Florida
|
$73.3K
|
–
|
–
|
–
|
|
|
64
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$58.4K
|
–
|
–
|
–
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$54.5K
|
+$14.2K
|
+320
|
+34%
|
|
|
66
|
Huntington National Bank
Columbus,
Ohio
|
$50.1K
|
–
|
–
|
–
|
|
|
67
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$45K
|
+$46.6K
|
+1,050
|
New
|
|
|
68
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$34.7K
|
–
|
–
|
–
|
|
|
69
|
Private Trust Company
Cleveland,
Ohio
|
$32.5K
|
–
|
–
|
–
|
|
|
70
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$19.5K
|
–
|
–
|
–
|
|
|
71
|
Triumph Capital Management
Denver,
Colorado
|
$18.3K
|
–
|
–
|
–
|
|
|
72
|
Farther Finance Advisors
San Francisco,
California
|
$17.7K
|
+$18.2K
|
+410
|
New
|
|
|
73
|
AE Wealth Management
Topeka,
Kansas
|
$13.5K
|
-$25.7K
|
-579
|
-65%
|
|
|
74
|
Millstone Evans Group
Boulder,
Colorado
|
$12.8K
|
–
|
–
|
–
|
|
|
75
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$11.3K
|
+$11.7K
|
+263
|
New
|
|
