|
326
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$499K
|
+$498K
|
+5,985
|
New
|
|
|
327
|
Alpha Cubed Investments
Irvine,
California
|
$497K
|
-$223K
|
-2,676
|
-31%
|
|
|
328
|
Biltmore Family Office
Charlotte,
North Carolina
|
$495K
|
+$495K
|
+5,940
|
New
|
|
|
329
|
BOK Financial Private Wealth
Denver,
Colorado
|
$490K
|
+$489K
|
+5,872
|
New
|
|
|
330
|
Calamos Wealth Management
Naperville,
Illinois
|
$487K
|
+$197K
|
+2,366
|
+68%
|
|
|
331
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$479K
|
+$478K
|
+5,745
|
New
|
|
|
332
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$475K
|
+$200K
|
+2,400
|
+73%
|
|
|
333
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$470K
|
+$167
|
+2
|
+0%
|
|
|
334
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$466K
|
-$33.9K
|
-407
|
-7%
|
|
|
335
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$464K
|
-$250K
|
-3,000
|
-35%
|
|
|
336
|
LGL Partners
Philadelphia,
Pennsylvania
|
$459K
|
-$315K
|
-3,784
|
-41%
|
|
|
337
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$459K
|
-$13.7K
|
-165
|
-3%
|
|
|
338
|
GFS Advisors
Houston,
Texas
|
$458K
|
+$457K
|
+5,490
|
New
|
|
|
339
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$456K
|
-$99.9K
|
-1,200
|
-18%
|
|
|
340
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$454K
|
–
|
–
|
–
|
|
|
341
|
Pinnacle Associates
New York
|
$453K
|
+$35K
|
+420
|
+8%
|
|
|
342
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$451K
|
+$451K
|
+5,412
|
New
|
|
|
343
|
Franklin Resources
San Mateo,
California
|
$450K
|
+$55K
|
+660
|
+14%
|
|
|
344
|
Arrow Financial
Glens Falls,
New York
|
$449K
|
-$91.6K
|
-1,100
|
-17%
|
|
|
345
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$445K
|
-$811K
|
-9,737
|
-65%
|
|
|
346
|
Acropolis Investment Management
St. Louis,
Missouri
|
$444K
|
–
|
–
|
–
|
|
|
347
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$441K
|
+$31.1K
|
+373
|
+8%
|
|
|
348
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$440K
|
–
|
–
|
–
|
|
|
349
|
Meridian Investment Counsel
Lafayette,
California
|
$434K
|
–
|
–
|
–
|
|
|
350
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$430K
|
+$61.7K
|
+741
|
+17%
|
|
