|
651
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$221K
|
–
|
–
|
–
|
|
|
652
|
Parsons Capital Management
Providence,
Rhode Island
|
$221K
|
–
|
–
|
–
|
|
|
653
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
654
|
&Partners
Nashville,
Tennessee
|
$220K
|
+$212K
|
+673
|
New
|
|
|
655
|
CRA Financial Services
Northfield,
New Jersey
|
$220K
|
–
|
–
|
–
|
|
|
656
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$216K
|
+$81.8K
|
+260
|
+65%
|
|
|
657
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$215K
|
-$45.3K
|
-144
|
-18%
|
|
|
658
|
Philip James Wealth Mangement
Milton,
Georgia
|
$214K
|
+$630
|
+2
|
+0.3%
|
|
|
659
|
Rezny Wealth Management
Fort Myers,
Florida
|
$212K
|
–
|
–
|
–
|
|
|
660
|
Rockland Trust
Hanover,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
661
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
662
|
Private Wealth Management Group
Princeton,
New Jersey
|
$211K
|
–
|
–
|
–
|
|
|
663
|
WMS Partners
Towson,
Maryland
|
$210K
|
+$203K
|
+644
|
New
|
|
|
664
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$210K
|
+$202K
|
+643
|
New
|
|
|
665
|
Newton One Investments
Newark,
Delaware
|
$210K
|
+$944
|
+3
|
+0.5%
|
|
|
666
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$210K
|
+$630
|
+2
|
+0.3%
|
|
|
667
|
Financial Engines Advisors
Santa Clara,
California
|
$208K
|
+$201K
|
+638
|
New
|
|
|
668
|
Pacific Center for Financial Services
San Ramon,
California
|
$206K
|
–
|
–
|
–
|
|
|
669
|
Penobscot Investment Management
Boston,
Massachusetts
|
$205K
|
+$197K
|
+626
|
New
|
|
|
670
|
Sandy Spring Bank
Olney,
Maryland
|
$204K
|
–
|
–
|
–
|
|
|
671
|
Keystone Wealth Services
Palm Desert,
California
|
$201K
|
-$65.8K
|
-209
|
-25%
|
|
|
672
|
Little House Capital
Braintree,
Massachusetts
|
$201K
|
+$194K
|
+615
|
New
|
|
|
673
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$201K
|
+$96.6K
|
+307
|
+27%
|
|
|
674
|
WBH Advisory
Baltimore,
Maryland
|
$200K
|
+$193K
|
+614
|
New
|
|
|
675
|
Granite FO LLC
Bedford,
New Hampshire
|
$200K
|
+$193K
|
+612
|
New
|
|
