|
501
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$771K
|
–
|
–
|
–
|
|
|
502
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$770K
|
+$362K
|
+2,150
|
+95%
|
|
|
503
|
Intellectus Partners
San Francisco,
California
|
$768K
|
+$18.5K
|
+110
|
+3%
|
|
|
504
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$765K
|
+$740K
|
+4,393
|
New
|
|
|
505
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$762K
|
-$84.5K
|
-502
|
-10%
|
|
|
506
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$755K
|
–
|
–
|
–
|
|
|
507
|
Suncoast Equity Management
Tampa,
Florida
|
$752K
|
+$34.5K
|
+205
|
+5%
|
|
|
508
|
Harvey Investment Company
Louisville,
Kentucky
|
$750K
|
–
|
–
|
–
|
|
|
509
|
Pathstone Family Office
Englewood,
New Jersey
|
$750K
|
+$86.7K
|
+515
|
+14%
|
|
|
510
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$748K
|
+$9.6K
|
+57
|
+1%
|
|
|
511
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$746K
|
+$3.03K
|
+18
|
+0.4%
|
|
|
512
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$745K
|
–
|
–
|
–
|
|
|
513
|
Redpoint Investment Management
Sydney, NSW,
Australia
|
$742K
|
–
|
–
|
–
|
|
|
514
|
Ingalls & Snyder LLC
New York
|
$733K
|
-$25.3K
|
-150
|
-3%
|
|
|
515
|
Domani Wealth
Lancaster,
Pennsylvania
|
$732K
|
-$135K
|
-800
|
-16%
|
|
|
516
|
Diligent Investors
Redlands,
California
|
$728K
|
–
|
–
|
–
|
|
|
517
|
Formidable Asset Management
Cincinnati,
Ohio
|
$721K
|
–
|
–
|
–
|
|
|
518
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$721K
|
+$225K
|
+1,336
|
+48%
|
|
|
519
|
IBM Retirement Fund
Armonk,
New York
|
$718K
|
-$143K
|
-850
|
-17%
|
|
|
520
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$718K
|
–
|
–
|
–
|
|
|
521
|
Welch & Forbes
Boston,
Massachusetts
|
$716K
|
–
|
–
|
–
|
|
|
522
|
Horizon Investments
Charlotte,
North Carolina
|
$713K
|
+$689K
|
+4,094
|
New
|
|
|
523
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$702K
|
-$168
|
-1
|
-0%
|
|
|
524
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$700K
|
+$168
|
+1
|
+0%
|
|
|
525
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$699K
|
+$676K
|
+4,013
|
New
|
|
