|
701
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$246K
|
–
|
–
|
–
|
|
|
702
|
M&R Capital Management
Summit,
New Jersey
|
$245K
|
–
|
–
|
–
|
|
|
703
|
Graypoint LLC
Albany,
New York
|
$244K
|
-$6.39K
|
-33
|
-3%
|
|
|
704
|
Bailard
Foster City,
California
|
$244K
|
+$23.4K
|
+121
|
+11%
|
|
|
705
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$243K
|
–
|
–
|
–
|
|
|
706
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$241K
|
-$27.3K
|
-141
|
-10%
|
|
|
707
|
Tradewinds Capital Management
Bellingham,
Washington
|
$241K
|
–
|
–
|
–
|
|
|
708
|
Leavell Investment Management
Mobile,
Alabama
|
$240K
|
–
|
–
|
–
|
|
|
709
|
Biltmore Family Office
Charlotte,
North Carolina
|
$239K
|
–
|
–
|
–
|
|
|
710
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$239K
|
–
|
–
|
–
|
|
|
711
|
Capital One Financial
Mclean,
Virginia
|
$238K
|
–
|
–
|
–
|
|
|
712
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$238K
|
–
|
–
|
–
|
|
|
713
|
Excalibur Management
Waltham,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
714
|
Private Capital Group
West Hartford,
Connecticut
|
$237K
|
+$70.3K
|
+363
|
+43%
|
|
|
715
|
First Eagle Investment Management
New York
|
$236K
|
-$25.4K
|
-131
|
-10%
|
|
|
716
|
Kore Private Wealth
New York
|
$236K
|
+$22.7K
|
+117
|
+11%
|
|
|
717
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
718
|
|
$233K
|
–
|
–
|
–
|
|
|
719
|
Centaurus Financial
Anaheim,
California
|
$233K
|
+$43.6K
|
+225
|
+23%
|
|
|
720
|
Claro Advisors
Boston,
Massachusetts
|
$233K
|
+$234K
|
+1,207
|
New
|
|
|
721
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$232K
|
–
|
–
|
–
|
|
|
722
|
Principle Wealth Partners
Madison,
Connecticut
|
$230K
|
–
|
–
|
–
|
|
|
723
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$228K
|
+$2.33K
|
+12
|
+1%
|
|
|
724
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$227K
|
–
|
–
|
–
|
|
|
725
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$227K
|
–
|
–
|
–
|
|
