|
126
|
Concert Wealth Management
San Jose,
California
|
$1.53M
|
+$1.56M
|
+12,409
|
New
|
|
|
127
|
One Capital Management
Westlake Village,
California
|
$1.52M
|
+$86.2K
|
+685
|
+6%
|
|
|
128
|
Fidelity Investments
Boston,
Massachusetts
|
$1.41M
|
-$157K
|
-1,250
|
-10%
|
|
|
129
|
Comerica Securities
Detroit,
Michigan
|
$1.4M
|
+$15.4K
|
+122
|
+1%
|
|
|
130
|
Citadel Advisors
Miami,
Florida
|
$1.34M
|
+$1.36M
|
+10,784
|
New
|
|
|
131
|
Veritable
Wilmington,
Delaware
|
$1.31M
|
-$241K
|
-1,916
|
-15%
|
|
|
132
|
Comerica Bank
Dallas,
Texas
|
$1.31M
|
+$653K
|
+5,189
|
+97%
|
|
|
133
|
Mission Wealth Management
Santa Barbara,
California
|
$1.28M
|
+$1.3M
|
+10,353
|
New
|
|
|
134
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.23M
|
+$1.25M
|
+9,926
|
New
|
|
|
135
|
GW & Wade
Wellesley,
Massachusetts
|
$1.19M
|
–
|
–
|
–
|
|
|
136
|
Private Advisor Group
Morristown,
New Jersey
|
$1.13M
|
+$161K
|
+1,276
|
+16%
|
|
|
137
|
Wealth Architects
Mountain View,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
138
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.12M
|
+$4.41K
|
+35
|
+0.4%
|
|
|
139
|
GAM Holding
Zurich,
Switzerland
|
$1.12M
|
–
|
–
|
–
|
|
|
140
|
Curi RMB Capital
Chicago,
Illinois
|
$1.09M
|
-$36.8K
|
-292
|
-3%
|
|
|
141
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
142
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$1.02M
|
+$410K
|
+3,260
|
+65%
|
|
|
143
|
Frontier Wealth Management
Kansas City,
Missouri
|
$993K
|
-$29.1K
|
-231
|
-3%
|
|
|
144
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$991K
|
-$41.8K
|
-332
|
-4%
|
|
|
145
|
Catawba Capital Management
Roanoke,
Virginia
|
$979K
|
-$3.15K
|
-25
|
-0.3%
|
|
|
146
|
Rinet Company
Boston,
Massachusetts
|
$975K
|
+$990K
|
+7,867
|
New
|
|
|
147
|
|
$967K
|
+$75.5K
|
+600
|
+8%
|
|
|
148
|
Aspiriant LLC
Los Angeles,
California
|
$957K
|
+$103K
|
+822
|
+12%
|
|
|
149
|
BOK Financial Private Wealth
Denver,
Colorado
|
$922K
|
–
|
–
|
–
|
|
|
150
|
Huntington National Bank
Columbus,
Ohio
|
$905K
|
-$919K
|
-7,300
|
Closed
|
|
