|
51
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$330K
|
–
|
–
|
–
|
|
|
52
|
Strong Retirement Solutions
Silverdale,
Washington
|
$285K
|
+$35K
|
+857
|
+15%
|
|
|
53
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$257K
|
+$249K
|
+6,100
|
New
|
|
|
54
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$230K
|
-$3.96K
|
-97
|
-2%
|
|
|
55
|
XY Planning Network
Bozeman,
Montana
|
$211K
|
+$204K
|
+4,990
|
New
|
|
|
56
|
Venture Visionary Partners
Sylvania,
Ohio
|
$205K
|
+$199K
|
+4,867
|
New
|
|
|
57
|
Global Retirement Partners
San Rafael,
California
|
$150K
|
+$145K
|
+3,544
|
New
|
|
|
58
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$144K
|
-$5.11K
|
-125
|
-4%
|
|
|
59
|
|
$98.9K
|
-$817
|
-20
|
-0.8%
|
|
|
60
|
Parallel Advisors
San Francisco,
California
|
$82.6K
|
+$82
|
+2
|
+0.1%
|
|
|
61
|
Harbour Investments
Madison,
Wisconsin
|
$65.1K
|
–
|
–
|
–
|
|
|
62
|
Whittier Trust
South Pasadena,
California
|
$42.3K
|
–
|
–
|
–
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$31.6K
|
–
|
–
|
–
|
|
|
64
|
AssetMark Inc
Concord,
California
|
$23.2K
|
+$22.5K
|
+550
|
New
|
|
|
65
|
Farther Finance Advisors
San Francisco,
California
|
$21.1K
|
-$41.8K
|
-1,023
|
-67%
|
|
|
66
|
WealthShield Partners
Cary,
North Carolina
|
$11.1K
|
–
|
–
|
–
|
|
|
67
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.8K
|
-$2K
|
-49
|
-17%
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
$7.59K
|
-$76.7K
|
-1,878
|
-91%
|
|
|
69
|
CoreCap Advisors
Southfield,
Michigan
|
$6.2K
|
+$41
|
+1
|
+0.7%
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.7K
|
–
|
–
|
–
|
|
|
71
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.1K
|
-$10.5K
|
-258
|
-91%
|
|
|
72
|
Wells Fargo
San Francisco,
California
|
$866
|
+$776
|
+19
|
+950%
|
|
|
73
|
IFG Advisory
Atlanta,
Georgia
|
$422
|
+$409
|
+10
|
New
|
|
|
74
|
Russell Investments Group
London,
United Kingdom
|
$169
|
+$163
|
+4
|
New
|
|
|
75
|
|
$78
|
–
|
–
|
–
|
|
