|
151
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$294K
|
-$252K
|
-4,060
|
-47%
|
|
|
152
|
HCR Wealth Advisors
Los Angeles,
California
|
$291K
|
–
|
–
|
–
|
|
|
153
|
Grassi Investment Management
Santa Clara,
California
|
$290K
|
+$12.4K
|
+200
|
+5%
|
|
|
154
|
Personal CFO Solutions
Chester,
New Jersey
|
$289K
|
-$24.9K
|
-400
|
-8%
|
|
|
155
|
Evercore Wealth Management
New York
|
$282K
|
–
|
–
|
–
|
|
|
156
|
EP Wealth Advisors
Torrance,
California
|
$281K
|
+$68.5K
|
+1,102
|
+34%
|
|
|
157
|
International Assets Investment Management
Orlando,
Florida
|
$272K
|
+$261K
|
+4,203
|
New
|
|
|
158
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$269K
|
+$621
|
+10
|
+0.2%
|
|
|
159
|
Westshore Wealth
Newport Beach,
California
|
$268K
|
–
|
–
|
–
|
|
|
160
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$265K
|
+$254K
|
+4,093
|
New
|
|
|
161
|
Comerica Bank
Dallas,
Texas
|
$262K
|
+$373
|
+6
|
+0.1%
|
|
|
162
|
UBS Group
Zurich,
Switzerland
|
$261K
|
-$146K
|
-2,352
|
-37%
|
|
|
163
|
Essex Financial Services
Essex,
Connecticut
|
$254K
|
+$253K
|
+4,068
|
New
|
|
|
164
|
Insigneo Advisory Services
Miami,
Florida
|
$253K
|
+$1.99K
|
+32
|
+0.8%
|
|
|
165
|
TFG Advisers
Auburn Hills,
Michigan
|
$244K
|
+$13K
|
+209
|
+6%
|
|
|
166
|
Core Wealth Partners
Santa Rosa,
California
|
$238K
|
–
|
–
|
–
|
|
|
167
|
CVA Family Office
Denver,
Colorado
|
$236K
|
+$62
|
+1
|
+0%
|
|
|
168
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$235K
|
+$226K
|
+3,631
|
New
|
|
|
169
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$233K
|
–
|
–
|
–
|
|
|
170
|
|
$233K
|
–
|
–
|
–
|
|
|
171
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$230K
|
+$5.96K
|
+96
|
+3%
|
|
|
172
|
Wintrust Investments
Chicago,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
173
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$227K
|
-$50.2K
|
-808
|
-19%
|
|
|
174
|
Elk River Wealth Management
Denver,
Colorado
|
$227K
|
–
|
–
|
–
|
|
|
175
|
GLOBALT Investments
Atlanta,
Georgia
|
$227K
|
–
|
–
|
–
|
|
