|
401
|
Global Retirement Partners
San Rafael,
California
|
$651K
|
+$5.08K
|
+203
|
+0.9%
|
|
|
402
|
Sabal Trust
St. Petersburg,
Florida
|
$650K
|
–
|
–
|
–
|
|
|
403
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$645K
|
–
|
–
|
–
|
|
|
404
|
McMillion Capital Management
Greensboro,
North Carolina
|
$645K
|
+$591K
|
+23,585
|
New
|
|
|
405
|
SVB Wealth
Boston,
Massachusetts
|
$640K
|
-$766K
|
-30,595
|
-57%
|
|
|
406
|
Capital Wealth Planning
Naples,
Florida
|
$640K
|
-$182K
|
-7,250
|
-24%
|
|
|
407
|
Grandfield & Dodd
New York
|
$640K
|
-$21.2K
|
-846
|
-3%
|
|
|
408
|
Woodstock Corp
Boston,
Massachusetts
|
$638K
|
-$27.6K
|
-1,100
|
-5%
|
|
|
409
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$635K
|
-$182K
|
-7,257
|
-24%
|
|
|
410
|
Douglass Winthrop Advisors
New York
|
$635K
|
-$24.2K
|
-966
|
-4%
|
|
|
411
|
Summit Securities Group
New York
|
$634K
|
-$511K
|
-20,400
|
-47%
|
|
|
412
|
Wellington Shields & Co
New York
|
$623K
|
–
|
–
|
–
|
|
|
413
|
InterOcean Capital Group
Nashville,
Tennessee
|
$623K
|
+$100K
|
+4,000
|
+21%
|
|
|
414
|
Spire Wealth Management
Mclean,
Virginia
|
$621K
|
-$14.9K
|
-594
|
-3%
|
|
|
415
|
Mutual Advisors
Omaha,
Nebraska
|
$621K
|
+$3.38K
|
+135
|
+0.6%
|
|
|
416
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$619K
|
-$76.9K
|
-3,069
|
-12%
|
|
|
417
|
Eudaimonia Partners
Winchester,
Tennessee
|
$615K
|
+$225
|
+9
|
+0%
|
|
|
418
|
John G. Ullman & Associates
Corning,
New York
|
$614K
|
-$17.5K
|
-700
|
-3%
|
|
|
419
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$613K
|
+$145K
|
+5,786
|
+35%
|
|
|
420
|
|
$597K
|
+$3.28K
|
+131
|
+0.6%
|
|
|
421
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$594K
|
+$47.3K
|
+1,890
|
+10%
|
|
|
422
|
|
$589K
|
+$21.7K
|
+867
|
+4%
|
|
|
423
|
Horizon Investment Services
Hammond,
Indiana
|
$588K
|
-$12.5K
|
-500
|
-2%
|
|
|
424
|
WealthPLAN Partners
Omaha,
Nebraska
|
$583K
|
-$19K
|
-757
|
-3%
|
|
|
425
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$577K
|
+$16.5K
|
+657
|
+3%
|
|
