|
151
|
Bank of the West
Monterey Park,
California
|
$1.19M
|
+$519K
|
+9,594
|
+77%
|
|
|
152
|
Destination Wealth Management
Walnut Creek,
California
|
$1.18M
|
+$868K
|
+16,030
|
+270%
|
|
|
153
|
Roundview Capital
Princeton,
New Jersey
|
$1.17M
|
+$34.6K
|
+640
|
+3%
|
|
|
154
|
Horizon Investment Services
Hammond,
Indiana
|
$1.17M
|
–
|
–
|
–
|
|
|
155
|
WESPAC Advisors
Orinda,
California
|
$1.16M
|
-$17.6K
|
-326
|
-1%
|
|
|
156
|
WhitTier Trust Company
Reno,
Nevada
|
$1.16M
|
+$180K
|
+3,322
|
+18%
|
|
|
157
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.13M
|
+$1.14M
|
+21,086
|
New
|
|
|
158
|
M&T Bank
Buffalo,
New York
|
$1.12M
|
-$40.4K
|
-746
|
-3%
|
|
|
159
|
Brighton Jones LLC
Seattle,
Washington
|
$1.09M
|
+$9.42K
|
+174
|
+0.9%
|
|
|
160
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.09M
|
-$6.27M
|
-115,830
|
-85%
|
|
|
161
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1.07M
|
-$5.41K
|
-100
|
-0.5%
|
|
|
162
|
Granite Investment Advisors
Concord,
New Hampshire
|
$990K
|
-$9.2K
|
-170
|
-0.9%
|
|
|
163
|
Tiemann Investment Advisors
Menlo Park,
California
|
$973K
|
+$29.3K
|
+542
|
+3%
|
|
|
164
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$968K
|
+$160K
|
+2,948
|
+20%
|
|
|
165
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$962K
|
+$139K
|
+2,572
|
+17%
|
|
|
166
|
EFG Asset Management (Americas)
Miami,
Florida
|
$927K
|
+$101K
|
+1,872
|
+12%
|
|
|
167
|
Shoker Investment Counsel
Oxford,
Ohio
|
$919K
|
+$108K
|
+1,992
|
+13%
|
|
|
168
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$911K
|
-$15.9K
|
-294
|
-2%
|
|
|
169
|
HL Financial Services
Louisville,
Kentucky
|
$900K
|
-$13.6K
|
-252
|
-1%
|
|
|
170
|
Regal Investment Advisors
Kentwood,
Michigan
|
$871K
|
-$903K
|
-16,688
|
-51%
|
|
|
171
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$858K
|
+$865K
|
+15,992
|
New
|
|
|
172
|
ClearBridge Investments
New York
|
$845K
|
-$64.7K
|
-1,196
|
-7%
|
|
|
173
|
National Planning Corporation
El Segundo,
California
|
$842K
|
+$489K
|
+9,030
|
+137%
|
|
|
174
|
Nottingham Advisors
Amherst,
New York
|
$821K
|
-$2.92K
|
-54
|
-0.4%
|
|
|
175
|
Boltwood Capital Management
Walnut Creek,
California
|
$782K
|
+$789K
|
+14,580
|
New
|
|
