|
701
|
Fayez Sarofim & Co
Houston,
Texas
|
$571K
|
–
|
–
|
–
|
|
|
702
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$566K
|
-$6.34K
|
-65
|
-1%
|
|
|
703
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$565K
|
–
|
–
|
–
|
|
|
704
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$564K
|
+$664K
|
+6,807
|
New
|
|
|
705
|
Simon Quick Advisors
Morristown,
New Jersey
|
$564K
|
+$129K
|
+1,321
|
+28%
|
|
|
706
|
Forum Financial Management
Lombard,
Illinois
|
$563K
|
-$34.8K
|
-357
|
-6%
|
|
|
707
|
Proficio Capital Partners
Newton,
Massachusetts
|
$561K
|
+$370K
|
+3,788
|
+172%
|
|
|
708
|
Orca Wealth Management
New Port Richey,
Florida
|
$561K
|
+$3.61K
|
+37
|
+0.6%
|
|
|
709
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$559K
|
–
|
–
|
–
|
|
|
710
|
Bridgewater Advisors
New York
|
$559K
|
+$660K
|
+6,765
|
New
|
|
|
711
|
Horizon Investments
Charlotte,
North Carolina
|
$559K
|
+$25.1K
|
+257
|
+5%
|
|
|
712
|
Plimoth Trust
Plymouth,
Massachusetts
|
$558K
|
-$3.02K
|
-31
|
-0.5%
|
|
|
713
|
Delta Investment Management
San Francisco,
California
|
$556K
|
+$390
|
+4
|
+0.1%
|
|
|
714
|
MUFG Securities Americas
New York
|
$553K
|
+$95.5K
|
+979
|
+20%
|
|
|
715
|
Farther Finance Advisors
San Francisco,
California
|
$552K
|
+$5.56K
|
+57
|
+1%
|
|
|
716
|
Good Life Advisors
Reading,
Pennsylvania
|
$549K
|
+$6.73K
|
+69
|
+1%
|
|
|
717
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$547K
|
+$26.5K
|
+272
|
+5%
|
|
|
718
|
Mystic Asset Management
Warwick,
Rhode Island
|
$547K
|
-$90.2K
|
-924
|
-14%
|
|
|
719
|
Diversified Enterprises
Wilmington,
Delaware
|
$545K
|
+$9.86K
|
+101
|
+2%
|
|
|
720
|
Spinnaker Trust
Portland,
Maine
|
$541K
|
-$103K
|
-1,056
|
-15%
|
|
|
721
|
Everhart Financial Group
Dublin,
Ohio
|
$540K
|
-$8.59K
|
-88
|
-2%
|
|
|
722
|
Strive Asset Management
Dublin,
Ohio
|
$539K
|
-$69.2K
|
-709
|
-11%
|
|
|
723
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$538K
|
+$78.1K
|
+800
|
+16%
|
|
|
724
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$537K
|
-$11.1K
|
-114
|
-2%
|
|
|
725
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$537K
|
+$63.4K
|
+650
|
+13%
|
|
