|
326
|
Great Lakes Advisors
Chicago,
Illinois
|
$200K
|
-$12.6K
|
-152
|
-6%
|
|
|
327
|
KCM Investment Advisors
Greenbrae,
California
|
$200K
|
+$198K
|
+2,380
|
New
|
|
|
328
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$195K
|
+$164K
|
+1,970
|
+566%
|
|
|
329
|
Evercore Wealth Management
New York
|
$193K
|
–
|
–
|
–
|
|
|
330
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$190K
|
-$64.9K
|
-780
|
-26%
|
|
|
331
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$177K
|
+$175K
|
+2,103
|
New
|
|
|
332
|
D.A. Davidson & Co
Great Falls,
Montana
|
$176K
|
+$23.2K
|
+279
|
+15%
|
|
|
333
|
Monroe Bank & Trust
Monroe,
Michigan
|
$168K
|
–
|
–
|
–
|
|
|
334
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$157K
|
–
|
–
|
–
|
|
|
335
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$144K
|
–
|
–
|
–
|
|
|
336
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$143K
|
-$16.6K
|
-200
|
-11%
|
|
|
337
|
Barrett Asset Management
New York
|
$132K
|
–
|
–
|
–
|
|
|
338
|
Glassman Wealth Services
Vienna,
Virginia
|
$130K
|
–
|
–
|
–
|
|
|
339
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$126K
|
–
|
–
|
–
|
|
|
340
|
First Command Bank
Fort Worth,
Texas
|
$126K
|
+$31.2K
|
+375
|
+33%
|
|
|
341
|
First Command Financial Services
Fort Worth,
Texas
|
$126K
|
+$31.2K
|
+375
|
+33%
|
|
|
342
|
Liberty Capital Management
Birmingham,
Michigan
|
$125K
|
–
|
–
|
–
|
|
|
343
|
Legg Mason
Baltimore,
Maryland
|
$120K
|
-$333
|
-4
|
-0.3%
|
|
|
344
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$119K
|
–
|
–
|
–
|
|
|
345
|
Global Retirement Partners
San Rafael,
California
|
$116K
|
+$24.6K
|
+296
|
+27%
|
|
|
346
|
|
$115K
|
–
|
–
|
–
|
|
|
347
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
348
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$104K
|
-$4.61M
|
-55,460
|
-98%
|
|
|
349
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$102K
|
-$3.73M
|
-44,788
|
-97%
|
|
|
350
|
Duncker Streett & Co
St. Louis,
Missouri
|
$98K
|
–
|
–
|
–
|
|
