|
101
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
102
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.42M
|
-$9.52K
|
-95
|
-0.7%
|
|
|
103
|
Beacon Financial Group
Dallas,
Texas
|
$1.41M
|
+$1.39M
|
+13,845
|
New
|
|
|
104
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.39M
|
-$3.04M
|
-30,353
|
-69%
|
|
|
105
|
National Planning Corporation
El Segundo,
California
|
$1.36M
|
+$1.06M
|
+10,556
|
+380%
|
|
|
106
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.33M
|
+$1.32M
|
+13,135
|
New
|
|
|
107
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.3M
|
+$902
|
+9
|
+0.1%
|
|
|
108
|
Fidelity Investments
Boston,
Massachusetts
|
$1.24M
|
+$74.9K
|
+747
|
+7%
|
|
|
109
|
Becker Capital Management
Portland,
Oregon
|
$1.22M
|
+$1.21M
|
+12,050
|
New
|
|
|
110
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.2M
|
+$148K
|
+1,478
|
+14%
|
|
|
111
|
State Street
Boston,
Massachusetts
|
$1.04M
|
+$466K
|
+4,650
|
+83%
|
|
|
112
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$990K
|
+$601
|
+6
|
+0.1%
|
|
|
113
|
CIBC Bank USA
Chicago,
Illinois
|
$940K
|
-$831K
|
-8,292
|
-47%
|
|
|
114
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$921K
|
-$172K
|
-1,718
|
-16%
|
|
|
115
|
Natixis Advisors
Boston,
Massachusetts
|
$853K
|
+$252K
|
+2,517
|
+43%
|
|
|
116
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$833K
|
-$4.88M
|
-48,734
|
-86%
|
|
|
117
|
KMS Financial Services
Seattle,
Washington
|
$808K
|
+$54.8K
|
+547
|
+7%
|
|
|
118
|
BOK Financial Private Wealth
Denver,
Colorado
|
$802K
|
-$1.1K
|
-11
|
-0.1%
|
|
|
119
|
KeyBank National Association
Cleveland,
Ohio
|
$769K
|
+$77.2K
|
+770
|
+11%
|
|
|
120
|
Atria Investments
Charlotte,
North Carolina
|
$750K
|
+$743K
|
+7,419
|
New
|
|
|
121
|
Franklin Resources
San Mateo,
California
|
$726K
|
–
|
–
|
–
|
|
|
122
|
EP Wealth Advisors
Torrance,
California
|
$680K
|
+$674K
|
+6,722
|
New
|
|
|
123
|
Fiduciary Trust
Boston,
Massachusetts
|
$679K
|
-$350K
|
-3,497
|
-34%
|
|
|
124
|
Hugh Johnson Advisors
Albany,
New York
|
$659K
|
-$46.1K
|
-460
|
-7%
|
|
|
125
|
Catawba Capital Management
Roanoke,
Virginia
|
$659K
|
+$180K
|
+1,795
|
+38%
|
|
