|
601
|
Baugh & Associates
Atlanta,
Georgia
|
$343K
|
+$335K
|
+993
|
New
|
|
|
602
|
Howard Capital Management (New York)
New York
|
$333K
|
-$27K
|
-80
|
-8%
|
|
|
603
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$332K
|
–
|
–
|
–
|
|
|
604
|
Sigma Investment Management
Portland,
Oregon
|
$331K
|
–
|
–
|
–
|
|
|
605
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$329K
|
–
|
–
|
–
|
|
|
606
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$328K
|
-$33.7K
|
-100
|
-10%
|
|
|
607
|
One Capital Management
Westlake Village,
California
|
$325K
|
–
|
–
|
–
|
|
|
608
|
Summit Trail Advisors
New York
|
$325K
|
+$305K
|
+904
|
New
|
|
|
609
|
Penobscot Investment Management
Boston,
Massachusetts
|
$323K
|
-$33.7K
|
-100
|
-10%
|
|
|
610
|
HM Payson & Co
Portland,
Maine
|
$323K
|
+$315K
|
+936
|
New
|
|
|
611
|
|
$320K
|
–
|
–
|
–
|
|
|
612
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
613
|
SEI Investments
Oaks,
Pennsylvania
|
$316K
|
-$76.5K
|
-227
|
-20%
|
|
|
614
|
First National Bank of Omaha
Omaha,
Nebraska
|
$316K
|
+$3.37K
|
+10
|
+1%
|
|
|
615
|
GenWealth Group
Maplewood,
New Jersey
|
$314K
|
+$44.5K
|
+132
|
+18%
|
|
|
616
|
Gryphon Financial Partners
Columbus,
Ohio
|
$313K
|
+$305K
|
+906
|
New
|
|
|
617
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$312K
|
-$265K
|
-785
|
-46%
|
|
|
618
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$312K
|
-$11.5K
|
-34
|
-4%
|
|
|
619
|
Overbrook Management Corp
New York
|
$312K
|
–
|
–
|
–
|
|
|
620
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$311K
|
-$1.01K
|
-3
|
-0.3%
|
|
|
621
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$310K
|
+$18.5K
|
+55
|
+7%
|
|
|
622
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$309K
|
+$302K
|
+895
|
New
|
|
|
623
|
Baystate Wealth Management
Boston,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
624
|
Brookmont Capital Management
Dallas,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
625
|
Prism Advisors
Studio City,
California
|
$307K
|
+$299K
|
+888
|
New
|
|
