|
701
|
Fayez Sarofim & Co
Houston,
Texas
|
$348K
|
–
|
–
|
–
|
|
|
702
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$345K
|
–
|
–
|
–
|
|
|
703
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$345K
|
–
|
–
|
–
|
|
|
704
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$345K
|
–
|
–
|
–
|
|
|
705
|
Welch & Forbes
Boston,
Massachusetts
|
$345K
|
–
|
–
|
–
|
|
|
706
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$344K
|
-$975
|
-3
|
-0.3%
|
|
|
707
|
WealthShield Partners
Cary,
North Carolina
|
$343K
|
–
|
–
|
–
|
|
|
708
|
Carret Asset Management
New York
|
$339K
|
–
|
–
|
–
|
|
|
709
|
SkyOak Wealth
Southfield,
Michigan
|
$337K
|
–
|
–
|
–
|
|
|
710
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$337K
|
+$331K
|
+1,017
|
New
|
|
|
711
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$336K
|
+$1.63K
|
+5
|
+0.5%
|
|
|
712
|
Sonata Capital Group
Seattle,
Washington
|
$336K
|
+$650
|
+2
|
+0.2%
|
|
|
713
|
Holderness Investments Company
Greensboro,
North Carolina
|
$335K
|
-$15K
|
-46
|
-4%
|
|
|
714
|
Successful Portfolios
Clearwater,
Florida
|
$334K
|
-$9.75K
|
-30
|
-3%
|
|
|
715
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$333K
|
–
|
–
|
–
|
|
|
716
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$332K
|
–
|
–
|
–
|
|
|
717
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$331K
|
–
|
–
|
–
|
|
|
718
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$331K
|
–
|
–
|
–
|
|
|
719
|
Hutchinson Capital Management
San Rafael,
California
|
$331K
|
–
|
–
|
–
|
|
|
720
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
721
|
Summit Securities Group
New York
|
$331K
|
+$32.8K
|
+101
|
+11%
|
|
|
722
|
Horizon Bancorp
Michigan City,
Indiana
|
$331K
|
+$325K
|
+1,000
|
New
|
|
|
723
|
Windham Capital Management
Boston,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
724
|
Diversified
Wilmington,
Delaware
|
$330K
|
-$66.6K
|
-205
|
-17%
|
|
|
725
|
Aprio Wealth Management
Atlanta,
Georgia
|
$325K
|
–
|
–
|
–
|
|
