|
701
|
Security National Trust
Wheeling,
West Virginia
|
$362K
|
–
|
–
|
–
|
|
|
702
|
Williams Jones Wealth Management
New York
|
$362K
|
–
|
–
|
–
|
|
|
703
|
Csenge Advisory Group
Clearwater,
Florida
|
$361K
|
+$1.05K
|
+12
|
+0.3%
|
|
|
704
|
NTV Asset Management
Charleston,
West Virginia
|
$360K
|
-$9.41K
|
-107
|
-2%
|
|
|
705
|
Covington Capital Management
Los Angeles,
California
|
$357K
|
-$40.9K
|
-465
|
-10%
|
|
|
706
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$354K
|
-$162K
|
-1,847
|
-30%
|
|
|
707
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$354K
|
–
|
–
|
–
|
|
|
708
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$353K
|
–
|
–
|
–
|
|
|
709
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$350K
|
-$176
|
-2
|
-0%
|
|
|
710
|
United Bank (Virginia)
Vienna,
Virginia
|
$350K
|
+$10.7K
|
+122
|
+3%
|
|
|
711
|
|
$349K
|
+$32.1K
|
+365
|
+9%
|
|
|
712
|
Concentric Wealth Management
Lafayette,
California
|
$348K
|
-$4.4K
|
-50
|
-1%
|
|
|
713
|
Lafayette Investments
Ashton,
Maryland
|
$348K
|
+$139K
|
+1,577
|
+60%
|
|
|
714
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$347K
|
-$18.5K
|
-210
|
-5%
|
|
|
715
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$344K
|
+$2.55K
|
+29
|
+0.7%
|
|
|
716
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$343K
|
-$46.2K
|
-525
|
-11%
|
|
|
717
|
Boston Family Office
Boston,
Massachusetts
|
$340K
|
–
|
–
|
–
|
|
|
718
|
Atwood & Palmer
Kansas City,
Missouri
|
$339K
|
–
|
–
|
–
|
|
|
719
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$339K
|
+$108K
|
+1,229
|
+42%
|
|
|
720
|
Douglass Winthrop Advisors
New York
|
$338K
|
-$16.6K
|
-189
|
-4%
|
|
|
721
|
Bayesian Capital Management
Brooklyn,
New York
|
$337K
|
+$361K
|
+4,100
|
New
|
|
|
722
|
Harbour Investments
Madison,
Wisconsin
|
$336K
|
-$2.11K
|
-24
|
-0.6%
|
|
|
723
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$336K
|
–
|
–
|
–
|
|
|
724
|
Cooper Financial Group
Irvine,
California
|
$335K
|
+$26.7K
|
+304
|
+8%
|
|
|
725
|
Court Place Advisors
Ellicott City,
Maryland
|
$332K
|
-$17.4K
|
-198
|
-5%
|
|
