|
126
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.8M
|
+$403K
|
+3,522
|
+31%
|
|
|
127
|
Fidelity Investments
Boston,
Massachusetts
|
$1.79M
|
+$31K
|
+271
|
+2%
|
|
|
128
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.75M
|
-$989K
|
-8,645
|
-37%
|
|
|
129
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
130
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$1.67M
|
+$48.2K
|
+421
|
+3%
|
|
|
131
|
Veritable
Wilmington,
Delaware
|
$1.66M
|
+$4.58K
|
+40
|
+0.3%
|
|
|
132
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.63M
|
-$3.54M
|
-30,924
|
-70%
|
|
|
133
|
Round Table Services
Westfield,
New Jersey
|
$1.54M
|
+$29.9K
|
+261
|
+2%
|
|
|
134
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.49M
|
+$1.41M
|
+12,357
|
New
|
|
|
135
|
Beacon Financial Group
Dallas,
Texas
|
$1.49M
|
+$114
|
+1
|
+0%
|
|
|
136
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.44M
|
+$1.36M
|
+11,900
|
New
|
|
|
137
|
KeyBank National Association
Cleveland,
Ohio
|
$1.43M
|
-$755K
|
-6,600
|
-36%
|
|
|
138
|
M&T Bank
Buffalo,
New York
|
$1.25M
|
+$852K
|
+7,450
|
+254%
|
|
|
139
|
One Capital Management
Westlake Village,
California
|
$1.22M
|
+$9.61K
|
+84
|
+0.8%
|
|
|
140
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.21M
|
+$8.24K
|
+72
|
+0.7%
|
|
|
141
|
Mariner
Overland Park,
Kansas
|
$1.21M
|
-$875K
|
-7,646
|
-43%
|
|
|
142
|
Pure Financial Advisors
San Diego,
California
|
$1.19M
|
+$2.17M
|
+18,941
|
New
|
|
|
143
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$1.18M
|
+$481K
|
+4,205
|
+75%
|
|
|
144
|
First Allied Advisory Services
San Diego,
California
|
$1.16M
|
-$170K
|
-1,486
|
-13%
|
|
|
145
|
GW & Wade
Wellesley,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
146
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.16M
|
-$8.69K
|
-76
|
-0.8%
|
|
|
147
|
Private Advisor Group
Morristown,
New Jersey
|
$1.15M
|
-$807K
|
-7,057
|
-43%
|
|
|
148
|
Rinet Company
Boston,
Massachusetts
|
$1.1M
|
+$28.1K
|
+246
|
+3%
|
|
|
149
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.05M
|
+$10.5K
|
+92
|
+1%
|
|
|
150
|
Wealth Architects
Mountain View,
California
|
$1.05M
|
+$229
|
+2
|
+0%
|
|
