|
351
|
SVB Investment Services
Salt Lake City,
Utah
|
$300K
|
+$300K
|
+4,827
|
New
|
|
|
352
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
353
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$290K
|
+$141K
|
+2,277
|
+95%
|
|
|
354
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$280K
|
-$18.3K
|
-294
|
-6%
|
|
|
355
|
VERITY Wealth Advisors
Sausalito,
United States
|
$279K
|
+$279K
|
+4,498
|
New
|
|
|
356
|
Zhang Financial
Portage,
Michigan
|
$274K
|
+$274K
|
+4,416
|
New
|
|
|
357
|
Bellecapital
Zurich,
Switzerland
|
$273K
|
–
|
–
|
–
|
|
|
358
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$271K
|
+$9.32K
|
+150
|
+4%
|
|
|
359
|
Charles Schwab Trust
Henderson,
Nevada
|
$267K
|
+$1.43K
|
+23
|
+0.5%
|
|
|
360
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$262K
|
+$18.9K
|
+305
|
+8%
|
|
|
361
|
AllSquare Wealth Management
Albany,
New York
|
$258K
|
–
|
–
|
–
|
|
|
362
|
KeyBank National Association
Cleveland,
Ohio
|
$255K
|
-$39.1K
|
-630
|
-13%
|
|
|
363
|
Steward Partners Investment Advisory
New York
|
$254K
|
-$80.4K
|
-1,294
|
-24%
|
|
|
364
|
Optimum Investment Advisors
Chicago,
Illinois
|
$253K
|
+$31.4K
|
+506
|
+14%
|
|
|
365
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$248K
|
–
|
–
|
–
|
|
|
366
|
Leelyn Smith
Geneva,
Illinois
|
$243K
|
–
|
–
|
–
|
|
|
367
|
Raymond James Trust
St. Petersburg,
Florida
|
$236K
|
+$236K
|
+3,796
|
New
|
|
|
368
|
RNC Capital Management
Los Angeles,
California
|
$235K
|
+$236K
|
+3,792
|
New
|
|
|
369
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$234K
|
+$234K
|
+3,763
|
New
|
|
|
370
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$232K
|
+$232K
|
+3,739
|
New
|
|
|
371
|
Trinity Legacy Partners
Houston,
Texas
|
$229K
|
-$53.6K
|
-863
|
-19%
|
|
|
372
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$222K
|
-$2.48K
|
-40
|
-1%
|
|
|
373
|
Personal Capital Advisors
Redwood City,
California
|
$221K
|
-$621
|
-10
|
-0.3%
|
|
|
374
|
IPG Investment Advisors
San Diego,
California
|
$218K
|
–
|
–
|
–
|
|
|
375
|
Corrigan Financial
Middletown,
Rhode Island
|
$210K
|
–
|
–
|
–
|
|
