|
51
|
HSBC Holdings
London,
United Kingdom
|
$2.28M
|
+$63K
|
+2,851
|
+3%
|
|
|
52
|
WealthSource Partners
San Luis Obispo,
California
|
$2.28M
|
-$77.4K
|
-3,504
|
-3%
|
|
|
53
|
Vontobel Holding
Zurich,
Switzerland
|
$2.26M
|
+$65.6K
|
+2,969
|
+3%
|
|
|
54
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.16M
|
-$269K
|
-12,192
|
-12%
|
|
|
55
|
|
$2.16M
|
+$2.05M
|
+92,705
|
New
|
|
|
56
|
Facet Wealth Inc
Baltimore,
Maryland
|
$2.13M
|
+$53.1K
|
+2,403
|
+3%
|
|
|
57
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$1.97M
|
-$5.59K
|
-253
|
-0.3%
|
|
|
58
|
Perigon Wealth Management
San Francisco,
California
|
$1.96M
|
-$8.66K
|
-392
|
-0.5%
|
|
|
59
|
|
$1.9M
|
-$456K
|
-20,626
|
-20%
|
|
|
60
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.78M
|
-$147K
|
-6,652
|
-8%
|
|
|
61
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.73M
|
+$489K
|
+22,108
|
+42%
|
|
|
62
|
SageView Advisory Group
Newport Beach,
California
|
$1.73M
|
-$1.27M
|
-57,629
|
Closed
|
|
|
63
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.68M
|
+$296K
|
+13,387
|
+23%
|
|
|
64
|
Prudential Financial
Newark,
New Jersey
|
$1.6M
|
-$332K
|
-15,018
|
-18%
|
|
|
65
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.51M
|
-$58.2K
|
-2,632
|
-4%
|
|
|
66
|
SigFig Wealth Management
San Francisco,
California
|
$1.35M
|
+$232K
|
+10,519
|
+22%
|
|
|
67
|
Choreo LLC
Rockford,
Illinois
|
$1.34M
|
-$14.6K
|
-662
|
-1%
|
|
|
68
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.31M
|
+$27.1K
|
+1,224
|
+2%
|
|
|
69
|
DFPG Investments
Sandy,
Utah
|
$1.3M
|
-$141K
|
-6,379
|
-10%
|
|
|
70
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.29M
|
+$325K
|
+14,689
|
+35%
|
|
|
71
|
Mercer Global Advisors
Denver,
Colorado
|
$1.23M
|
+$344K
|
+15,573
|
+42%
|
|
|
72
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.19M
|
+$22.3K
|
+1,011
|
+2%
|
|
|
73
|
WealthShield Partners
Cary,
North Carolina
|
$1.16M
|
+$76.3K
|
+3,452
|
+7%
|
|
|
74
|
Bailard
Foster City,
California
|
$1.14M
|
-$14.5K
|
-656
|
-1%
|
|
|
75
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.11M
|
+$93.8K
|
+4,245
|
+10%
|
|
