|
101
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1.1M
|
-$14.6K
|
-300
|
-1%
|
|
|
102
|
Foothills Asset Management
Scottsdale,
Arizona
|
$1.09M
|
+$248K
|
+5,085
|
+29%
|
|
|
103
|
KWMG LLC
Overland Park,
Kansas
|
$1.09M
|
+$273K
|
+5,607
|
+34%
|
|
|
104
|
Bank of the West
Monterey Park,
California
|
$1.08M
|
+$19.5K
|
+400
|
+2%
|
|
|
105
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.04M
|
+$18.4K
|
+378
|
+2%
|
|
|
106
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.03M
|
-$163K
|
-3,337
|
-14%
|
|
|
107
|
Atria Investments
Charlotte,
North Carolina
|
$1.01M
|
-$21.5K
|
-441
|
-2%
|
|
|
108
|
WhitTier Trust Company
Reno,
Nevada
|
$985K
|
+$2.29K
|
+47
|
+0.2%
|
|
|
109
|
LVW Advisors
Pittsford,
New York
|
$974K
|
+$118K
|
+2,419
|
+14%
|
|
|
110
|
MSI Financial Services
Springfield,
Massachusetts
|
$970K
|
+$428K
|
+8,785
|
+79%
|
|
|
111
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$942K
|
-$234K
|
-4,805
|
-20%
|
|
|
112
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$925K
|
+$926K
|
+19,000
|
New
|
|
|
113
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$925K
|
+$926K
|
+19,000
|
New
|
|
|
114
|
Colony Group
Boston,
Massachusetts
|
$900K
|
-$257K
|
-5,266
|
-22%
|
|
|
115
|
Private Advisor Group
Morristown,
New Jersey
|
$899K
|
+$142K
|
+2,906
|
+19%
|
|
|
116
|
PacWest Financial Management
Phoenix,
Arizona
|
$853K
|
+$502K
|
+10,305
|
+143%
|
|
|
117
|
SII Investments
Appleton,
Wisconsin
|
$827K
|
-$7.19M
|
-147,580
|
-90%
|
|
|
118
|
Mather Group
Chicago,
Illinois
|
$815K
|
+$370K
|
+7,591
|
+83%
|
|
|
119
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$814K
|
+$814K
|
+16,699
|
New
|
|
|
120
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$803K
|
+$702K
|
+14,402
|
+691%
|
|
|
121
|
First Foundation Advisors
Irvine,
California
|
$798K
|
+$798K
|
+16,370
|
New
|
|
|
122
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$793K
|
+$1.66K
|
+34
|
+0.2%
|
|
|
123
|
Lenox Wealth Advisors
New York
|
$791K
|
+$195K
|
+4,009
|
+33%
|
|
|
124
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$764K
|
+$764K
|
+15,678
|
New
|
|
|
125
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$750K
|
-$48.7K
|
-1,000
|
-6%
|
|
