|
701
|
Spinnaker Trust
Portland,
Maine
|
$338K
|
–
|
–
|
–
|
|
|
702
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$334K
|
–
|
–
|
–
|
|
|
703
|
Everett Harris & Co
Los Angeles,
California
|
$334K
|
–
|
–
|
–
|
|
|
704
|
Summit Securities Group
New York
|
$334K
|
+$327K
|
+1,073
|
New
|
|
|
705
|
Appleton Partners
Boston,
Massachusetts
|
$332K
|
-$121K
|
-396
|
-27%
|
|
|
706
|
Valeo Financial Advisors
Carmel,
Indiana
|
$331K
|
+$81.4K
|
+267
|
+34%
|
|
|
707
|
Karpas Strategies
Litchfield,
Connecticut
|
$330K
|
–
|
–
|
–
|
|
|
708
|
Americana Partners
Houston,
Texas
|
$330K
|
-$38.7K
|
-127
|
-11%
|
|
|
709
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$325K
|
-$12.2K
|
-40
|
-4%
|
|
|
710
|
Citizens Financial Group
Providence,
Rhode Island
|
$318K
|
–
|
–
|
–
|
|
|
711
|
Harbour Investments
Madison,
Wisconsin
|
$316K
|
+$55.8K
|
+183
|
+22%
|
|
|
712
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$314K
|
–
|
–
|
–
|
|
|
713
|
Hills Bank & Trust
North Liberty,
Iowa
|
$314K
|
+$55.2K
|
+181
|
+22%
|
|
|
714
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$312K
|
+$24.4K
|
+80
|
+9%
|
|
|
715
|
Van Strum & Towne
San Francisco,
California
|
$311K
|
–
|
–
|
–
|
|
|
716
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$311K
|
–
|
–
|
–
|
|
|
717
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$311K
|
–
|
–
|
–
|
|
|
718
|
Beaton Management Company
Haverhill,
Massachusetts
|
$309K
|
–
|
–
|
–
|
|
|
719
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$307K
|
+$301K
|
+987
|
New
|
|
|
720
|
Rothschild Investment LLC
Chicago,
Illinois
|
$306K
|
+$300K
|
+983
|
New
|
|
|
721
|
Global Retirement Partners
San Rafael,
California
|
$304K
|
+$7.93K
|
+26
|
+3%
|
|
|
722
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$302K
|
–
|
–
|
–
|
|
|
723
|
Pinnacle Associates
New York
|
$301K
|
+$7.01K
|
+23
|
+2%
|
|
|
724
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$300K
|
-$372K
|
-1,221
|
-56%
|
|
|
725
|
WhitTier Trust Company
Reno,
Nevada
|
$300K
|
+$8.85K
|
+29
|
+3%
|
|
