|
651
|
Holderness Investments Company
Greensboro,
North Carolina
|
$303K
|
-$15.9K
|
-50
|
-5%
|
|
|
652
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$303K
|
+$11.8K
|
+37
|
+4%
|
|
|
653
|
Apella Capital
West Hartford,
Connecticut
|
$302K
|
–
|
–
|
–
|
|
|
654
|
Fayez Sarofim & Co
Houston,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
655
|
Aspiriant LLC
Los Angeles,
California
|
$302K
|
+$23.2K
|
+73
|
+7%
|
|
|
656
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$299K
|
–
|
–
|
–
|
|
|
657
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$299K
|
–
|
–
|
–
|
|
|
658
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$299K
|
–
|
–
|
–
|
|
|
659
|
Successful Portfolios
Clearwater,
Florida
|
$299K
|
–
|
–
|
–
|
|
|
660
|
Welch & Forbes
Boston,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
661
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$298K
|
+$44.2K
|
+139
|
+15%
|
|
|
662
|
WealthShield Partners
Cary,
North Carolina
|
$297K
|
–
|
–
|
–
|
|
|
663
|
Carret Asset Management
New York
|
$294K
|
–
|
–
|
–
|
|
|
664
|
SkyOak Wealth
Southfield,
Michigan
|
$292K
|
–
|
–
|
–
|
|
|
665
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$291K
|
-$353K
|
-1,110
|
-52%
|
|
|
666
|
Sonata Capital Group
Seattle,
Washington
|
$291K
|
+$318
|
+1
|
+0.1%
|
|
|
667
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$290K
|
+$636
|
+2
|
+0.2%
|
|
|
668
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$290K
|
+$31.8K
|
+100
|
+11%
|
|
|
669
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$289K
|
-$22.3K
|
-70
|
-7%
|
|
|
670
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$288K
|
–
|
–
|
–
|
|
|
671
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$287K
|
+$997K
|
+3,136
|
New
|
|
|
672
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$287K
|
–
|
–
|
–
|
|
|
673
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$287K
|
–
|
–
|
–
|
|
|
674
|
Hutchinson Capital Management
San Rafael,
California
|
$287K
|
–
|
–
|
–
|
|
|
675
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$287K
|
–
|
–
|
–
|
|
