|
101
|
Oppenheimer & Co
New York
|
$259K
|
–
|
–
|
–
|
|
|
102
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$245K
|
+$23.6K
|
+1,276
|
+11%
|
|
|
103
|
HM Payson & Co
Portland,
Maine
|
$243K
|
–
|
–
|
–
|
|
|
104
|
Allianz Asset Management
Munich,
Germany
|
$242K
|
-$920K
|
-49,790
|
-79%
|
|
|
105
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$233K
|
-$25.2K
|
-1,364
|
-10%
|
|
|
106
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$233K
|
–
|
–
|
–
|
|
|
107
|
Tiedemann Advisors
New York
|
$229K
|
+$232K
|
+12,576
|
New
|
|
|
108
|
Cypress Wealth Services
Palm Desert,
California
|
$206K
|
-$3.51K
|
-190
|
-2%
|
|
|
109
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$205K
|
+$23.8K
|
+1,287
|
+13%
|
|
|
110
|
Cambridge Advisors
Omaha,
Nebraska
|
$202K
|
–
|
–
|
–
|
|
|
111
|
|
$120K
|
-$11.3K
|
-613
|
-9%
|
|
|
112
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$114K
|
+$115K
|
+6,208
|
New
|
|
|
113
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$113K
|
+$12.9K
|
+700
|
+13%
|
|
|
114
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$111K
|
+$8.98K
|
+486
|
+9%
|
|
|
115
|
Peak Capital Management
Greenwood Village,
Colorado
|
$101K
|
-$13.9M
|
-752,171
|
-99%
|
|
|
116
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$99K
|
-$1.16K
|
-63
|
-1%
|
|
|
117
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$88K
|
+$87.3K
|
+4,729
|
New
|
|
|
118
|
RWA Wealth Partners
Newton,
Massachusetts
|
$61K
|
-$26.5K
|
-1,434
|
-30%
|
|
|
119
|
Parallel Advisors
San Francisco,
California
|
$60K
|
+$58.3K
|
+3,159
|
+2,306%
|
|
|
120
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$55K
|
+$55.3K
|
+2,992
|
New
|
|
|
121
|
US Bancorp
Minneapolis,
Minnesota
|
$48K
|
–
|
–
|
–
|
|
|
122
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$47K
|
-$17.3K
|
-937
|
-27%
|
|
|
123
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$46K
|
+$12.2K
|
+658
|
+36%
|
|
|
124
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$46K
|
+$17.5K
|
+948
|
+60%
|
|
|
125
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$40K
|
+$40.9K
|
+2,215
|
New
|
|
