|
326
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$411K
|
+$54.4K
|
+621
|
+15%
|
|
|
327
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$409K
|
+$410K
|
+4,677
|
New
|
|
|
328
|
Wintrust Investments
Chicago,
Illinois
|
$402K
|
-$1.02M
|
-11,637
|
-72%
|
|
|
329
|
D.A. Davidson & Co
Great Falls,
Montana
|
$400K
|
+$1.05K
|
+12
|
+0.3%
|
|
|
330
|
Mariner
Overland Park,
Kansas
|
$395K
|
-$5.17K
|
-59
|
-1%
|
|
|
331
|
Evercore Wealth Management
New York
|
$391K
|
–
|
–
|
–
|
|
|
332
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$390K
|
-$91.3K
|
-1,042
|
-19%
|
|
|
333
|
Parallel Advisors
San Francisco,
California
|
$385K
|
+$2.02K
|
+23
|
+0.5%
|
|
|
334
|
Aspiriant LLC
Los Angeles,
California
|
$384K
|
-$3.21M
|
-36,619
|
-89%
|
|
|
335
|
Occidental Asset Management
Burlingame,
California
|
$383K
|
–
|
–
|
–
|
|
|
336
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$374K
|
-$154K
|
-1,761
|
-29%
|
|
|
337
|
State Street
Boston,
Massachusetts
|
$367K
|
-$17.6M
|
-201,218
|
-98%
|
|
|
338
|
Wedbush Securities
Los Angeles,
California
|
$367K
|
+$108K
|
+1,230
|
+41%
|
|
|
339
|
Comerica Bank
Dallas,
Texas
|
$366K
|
-$88
|
-1
|
-0%
|
|
|
340
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$359K
|
-$27.9K
|
-318
|
-7%
|
|
|
341
|
Trust Company
Manhattan,
Kansas
|
$357K
|
+$182K
|
+2,073
|
+103%
|
|
|
342
|
Proficio Capital Partners
Newton,
Massachusetts
|
$356K
|
-$96.4K
|
-1,100
|
-21%
|
|
|
343
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$356K
|
–
|
–
|
–
|
|
|
344
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$356K
|
–
|
–
|
–
|
|
|
345
|
Todd Asset Management
Louisville,
Kentucky
|
$355K
|
–
|
–
|
–
|
|
|
346
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
$346K
|
+$352K
|
+4,018
|
New
|
|
|
347
|
First Merchants Corp
Muncie,
Indiana
|
$343K
|
-$438
|
-5
|
-0.1%
|
|
|
348
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$330K
|
+$331K
|
+3,772
|
New
|
|
|
349
|
Sonata Capital Group
Seattle,
Washington
|
$323K
|
+$50.4K
|
+575
|
+18%
|
|
|
350
|
NewFocus Financial Group
Vancouver,
Washington
|
$319K
|
-$15.5K
|
-177
|
-5%
|
|
