|
51
|
Transform Wealth
Greenwood Village,
Colorado
|
$488K
|
+$99.2K
|
+3,300
|
+25%
|
|
|
52
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$438K
|
–
|
–
|
–
|
|
|
53
|
Perigon Wealth Management
San Francisco,
California
|
$425K
|
+$429K
|
+14,284
|
New
|
|
|
54
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$414K
|
-$2.75M
|
-91,508
|
-87%
|
|
|
55
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$408K
|
-$1.74K
|
-58
|
-0.4%
|
|
|
56
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$393K
|
-$5.98K
|
-199
|
-1%
|
|
|
57
|
Stratford Consulting
Addison,
Texas
|
$387K
|
+$2.22K
|
+74
|
+0.6%
|
|
|
58
|
Envestnet Asset Management
Chicago,
Illinois
|
$380K
|
-$9.67M
|
-321,642
|
-96%
|
|
|
59
|
EFG Asset Management (Americas)
Miami,
Florida
|
$358K
|
–
|
–
|
–
|
|
|
60
|
HSBC Holdings
London,
United Kingdom
|
$348K
|
+$55.6K
|
+1,850
|
+19%
|
|
|
61
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$336K
|
+$46.4K
|
+1,544
|
+16%
|
|
|
62
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$312K
|
-$541K
|
-17,988
|
-63%
|
|
|
63
|
Mission Wealth Management
Santa Barbara,
California
|
$287K
|
+$291K
|
+9,670
|
New
|
|
|
64
|
Cantor Fitzgerald Investment Advisors
New York
|
$256K
|
-$63.5M
|
-2,113,507
|
-100%
|
|
|
65
|
Comerica Bank
Dallas,
Texas
|
$244K
|
-$162K
|
-5,390
|
-40%
|
|
|
66
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$229K
|
+$231K
|
+7,693
|
New
|
|
|
67
|
AE Wealth Management
Topeka,
Kansas
|
$229K
|
+$231K
|
+7,694
|
New
|
|
|
68
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$183K
|
-$1.67M
|
-55,708
|
-90%
|
|
|
69
|
Global Retirement Partners
San Rafael,
California
|
$170K
|
–
|
–
|
–
|
|
|
70
|
Westwood Holdings Group
Dallas,
Texas
|
$152K
|
-$131K
|
-4,359
|
-46%
|
|
|
71
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$120K
|
+$121K
|
+4,040
|
New
|
|
|
72
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$114K
|
-$421
|
-14
|
-0.4%
|
|
|
73
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$99K
|
-$53.5K
|
-1,780
|
-35%
|
|
|
74
|
IHT Wealth Management
Chicago,
Illinois
|
$56K
|
+$90
|
+3
|
+0.2%
|
|
|
75
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$42K
|
–
|
–
|
–
|
|
