|
851
|
Fayez Sarofim & Co
Houston,
Texas
|
$65K
|
–
|
–
|
–
|
|
|
852
|
Kore Private Wealth
New York
|
$65K
|
–
|
–
|
–
|
|
|
853
|
Roosevelt Investment Group
New York
|
$65K
|
–
|
–
|
–
|
|
|
854
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$65K
|
+$1.88K
|
+339
|
+3%
|
|
|
855
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$65K
|
+$7.75K
|
+1,400
|
+15%
|
|
|
856
|
Evanson Asset Management
Carmel,
California
|
$65K
|
+$59.2K
|
+10,687
|
New
|
|
|
857
|
RMR Wealth Builders
Montclair,
New Jersey
|
$65K
|
+$59.8K
|
+10,800
|
New
|
|
|
858
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$64.1K
|
-$17K
|
-3,071
|
-23%
|
|
|
859
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$64K
|
-$548
|
-99
|
-0.9%
|
|
|
860
|
Grimes & Company
Westborough,
Massachusetts
|
$64K
|
–
|
–
|
–
|
|
|
861
|
Linscomb Wealth
Houston,
Texas
|
$63K
|
-$13.8K
|
-2,500
|
-20%
|
|
|
862
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$63K
|
-$3.95K
|
-713
|
-6%
|
|
|
863
|
Excalibur Management
Waltham,
Massachusetts
|
$63K
|
+$1.25K
|
+225
|
+2%
|
|
|
864
|
First Foundation Advisors
Irvine,
California
|
$62K
|
-$6.37K
|
-1,151
|
-10%
|
|
|
865
|
Shufro Rose & Co
New York
|
$62K
|
–
|
–
|
–
|
|
|
866
|
AJ Wealth Strategies
New York
|
$62K
|
+$56.3K
|
+10,162
|
New
|
|
|
867
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$61K
|
-$14.5K
|
-2,621
|
-21%
|
|
|
868
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$61K
|
–
|
–
|
–
|
|
|
869
|
Personal Capital Advisors
Redwood City,
California
|
$61K
|
+$55.7K
|
+10,061
|
New
|
|
|
870
|
TD Private Client Wealth
New York
|
$59.5K
|
+$17
|
+3
|
+0%
|
|
|
871
|
Resources Management Corp
West Hartford,
Connecticut
|
$59K
|
-$117K
|
-21,150
|
-69%
|
|
|
872
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$59K
|
-$47.9K
|
-8,645
|
-47%
|
|
|
873
|
Asset Dedication LLC
San Francisco,
California
|
$59K
|
+$44.5K
|
+8,042
|
+451%
|
|
|
874
|
TCI Wealth Advisors
Tucson,
Arizona
|
$58K
|
-$6.38K
|
-1,152
|
-11%
|
|
|
875
|
Arrow Financial
Glens Falls,
New York
|
$57K
|
–
|
–
|
–
|
|
