|
126
|
Mariner
Overland Park,
Kansas
|
$1.64M
|
+$74K
|
+579
|
+5%
|
|
|
127
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.58M
|
–
|
–
|
–
|
|
|
128
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.57M
|
-$160K
|
-1,250
|
-9%
|
|
|
129
|
Beacon Financial Group
Dallas,
Texas
|
$1.56M
|
-$6.9K
|
-54
|
-0.4%
|
|
|
130
|
Fidelity Investments
Boston,
Massachusetts
|
$1.51M
|
-$303K
|
-2,375
|
-17%
|
|
|
131
|
|
$1.45M
|
+$361K
|
+2,830
|
+33%
|
|
|
132
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.42M
|
+$6.9K
|
+54
|
+0.5%
|
|
|
133
|
Matterhorn Capital Management
San Antonio,
Texas
|
$1.38M
|
-$2.3K
|
-18
|
-0.2%
|
|
|
134
|
Washington Trust
Westerly,
Rhode Island
|
$1.32M
|
+$26.3K
|
+206
|
+2%
|
|
|
135
|
Natixis Advisors
Boston,
Massachusetts
|
$1.32M
|
+$1.31M
|
+10,288
|
New
|
|
|
136
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$1.31M
|
-$7.22M
|
-56,509
|
-85%
|
|
|
137
|
Round Table Services
Westfield,
New Jersey
|
$1.24M
|
-$227K
|
-1,774
|
-15%
|
|
|
138
|
Mission Wealth Management
Santa Barbara,
California
|
$1.24M
|
-$1.17M
|
-9,183
|
-49%
|
|
|
139
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.23M
|
-$46.8K
|
-366
|
-4%
|
|
|
140
|
GW & Wade
Wellesley,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
141
|
First Allied Advisory Services
San Diego,
California
|
$1.22M
|
-$8.3K
|
-65
|
-0.7%
|
|
|
142
|
Private Advisor Group
Morristown,
New Jersey
|
$1.22M
|
+$11.4K
|
+89
|
+0.9%
|
|
|
143
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.2M
|
+$511
|
+4
|
+0%
|
|
|
144
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.2M
|
-$18.4K
|
-144
|
-2%
|
|
|
145
|
GAM Holding
Zurich,
Switzerland
|
$1.14M
|
+$575K
|
+4,500
|
+100%
|
|
|
146
|
Wealth Architects
Mountain View,
California
|
$1.11M
|
+$255
|
+2
|
+0%
|
|
|
147
|
Rinet Company
Boston,
Massachusetts
|
$1.1M
|
-$63.1K
|
-494
|
-5%
|
|
|
148
|
EP Wealth Advisors
Torrance,
California
|
$1.09M
|
-$1.28K
|
-10
|
-0.1%
|
|
|
149
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
150
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.04M
|
+$317K
|
+2,483
|
+44%
|
|
