|
51
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.34M
|
+$60.7K
|
+2,601
|
+3%
|
|
|
52
|
HSBC Holdings
London,
United Kingdom
|
$2.27M
|
-$23.5K
|
-1,005
|
-1%
|
|
|
53
|
Advisory Services Network
Atlanta,
Georgia
|
$2.08M
|
–
|
–
|
–
|
|
|
54
|
Prudential Financial
Newark,
New Jersey
|
$1.95M
|
+$142K
|
+6,073
|
+8%
|
|
|
55
|
Vontobel Holding
Zurich,
Switzerland
|
$1.87M
|
+$64.4K
|
+2,758
|
+4%
|
|
|
56
|
SigFig Wealth Management
San Francisco,
California
|
$1.81M
|
+$212K
|
+9,086
|
+14%
|
|
|
57
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.79M
|
+$57.9K
|
+2,477
|
+3%
|
|
|
58
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.73M
|
+$53.9K
|
+2,308
|
+3%
|
|
|
59
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.63M
|
+$47.1K
|
+2,018
|
+3%
|
|
|
60
|
Mutual Advisors
Omaha,
Nebraska
|
$1.61M
|
+$1.16M
|
+49,798
|
+253%
|
|
|
61
|
Elios Financial Group
Westlake,
Ohio
|
$1.5M
|
+$1.48M
|
+63,213
|
New
|
|
|
62
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.48M
|
-$125K
|
-5,362
|
-8%
|
|
|
63
|
Allworth Financial
Folsom,
California
|
$1.47M
|
+$234K
|
+10,031
|
+19%
|
|
|
64
|
Diversify Advisory Services
Sandy,
Utah
|
$1.47M
|
-$146K
|
-6,247
|
-9%
|
|
|
65
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.47M
|
+$173K
|
+7,412
|
+14%
|
|
|
66
|
Legacy Edge Advisors
Syosset,
New York
|
$1.45M
|
+$128K
|
+5,480
|
+10%
|
|
|
67
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.42M
|
+$16.3K
|
+699
|
+1%
|
|
|
68
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.4M
|
+$73.8K
|
+3,159
|
+6%
|
|
|
69
|
Choreo LLC
Rockford,
Illinois
|
$1.33M
|
-$24.7K
|
-1,056
|
-2%
|
|
|
70
|
|
$1.3M
|
-$3.82M
|
-163,541
|
-75%
|
|
|
71
|
WealthShield Partners
Cary,
North Carolina
|
$1.27M
|
+$13.3K
|
+569
|
+1%
|
|
|
72
|
Steward Partners Investment Advisory
New York
|
$1.23M
|
+$18.8K
|
+804
|
+2%
|
|
|
73
|
SageView Advisory Group
Newport Beach,
California
|
$1.21M
|
+$1.18M
|
+50,678
|
New
|
|
|
74
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.15M
|
+$74.8K
|
+3,204
|
+7%
|
|
|
75
|
Vision Capital Management
Portland,
Oregon
|
$1.13M
|
+$119K
|
+5,084
|
+12%
|
|
