|
701
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$39K
|
–
|
–
|
–
|
|
|
702
|
Berman Capital Advisors
Atlanta,
Georgia
|
$39K
|
+$8.99K
|
+81
|
+29%
|
|
|
703
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$38K
|
-$5K
|
-45
|
-12%
|
|
|
704
|
Brown Brothers Harriman & Co
New York
|
$38K
|
+$27.8K
|
+250
|
+269%
|
|
|
705
|
Creative Financial Designs
Kokomo,
Indiana
|
$36K
|
–
|
–
|
–
|
|
|
706
|
Kings Point Capital Management
Great Neck,
New York
|
$36K
|
–
|
–
|
–
|
|
|
707
|
Gemmer Asset Management
Walnut Creek,
California
|
$34K
|
–
|
–
|
–
|
|
|
708
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$34K
|
+$28.9K
|
+260
|
+578%
|
|
|
709
|
Baystate Wealth Management
Boston,
Massachusetts
|
$33K
|
–
|
–
|
–
|
|
|
710
|
Sonora Investment Management
Tucson,
Arizona
|
$33K
|
–
|
–
|
–
|
|
|
711
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
712
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$29K
|
+$29K
|
+261
|
New
|
|
|
713
|
Valeo Financial Advisors
Carmel,
Indiana
|
$28K
|
-$13.5K
|
-122
|
-32%
|
|
|
714
|
AssetMark Inc
Concord,
California
|
$28K
|
+$1.33K
|
+12
|
+5%
|
|
|
715
|
Ancora Advisors
Cleveland,
Ohio
|
$28K
|
+$14.1K
|
+127
|
+103%
|
|
|
716
|
First Horizon Advisors
Memphis,
Tennessee
|
$27K
|
–
|
–
|
–
|
|
|
717
|
Clearstead Advisors
Cleveland,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
718
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$25K
|
+$1.11K
|
+10
|
+5%
|
|
|
719
|
Asset Dedication LLC
San Francisco,
California
|
$24K
|
+$24K
|
+216
|
New
|
|
|
720
|
Front Row Advisors
Tiburon,
California
|
$22K
|
-$444
|
-4
|
-2%
|
|
|
721
|
Solstein Capital
Menlo Park,
California
|
$19K
|
–
|
–
|
–
|
|
|
722
|
Webster Bank
Waterbury,
Connecticut
|
$19K
|
–
|
–
|
–
|
|
|
723
|
Global Retirement Partners
San Rafael,
California
|
$19K
|
+$3.22K
|
+29
|
+21%
|
|
|
724
|
Knuff & Co
Foster City,
California
|
$19K
|
+$18.9K
|
+170
|
New
|
|
|
725
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
