|
701
|
Ballentine Partners
Waltham,
Massachusetts
|
$239K
|
–
|
–
|
–
|
|
|
702
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$239K
|
+$10.2K
|
+91
|
+5%
|
|
|
703
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$238K
|
-$5.83K
|
-52
|
-3%
|
|
|
704
|
PFG Advisors
Phoenix,
Arizona
|
$238K
|
+$226K
|
+2,020
|
New
|
|
|
705
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$236K
|
-$269K
|
-2,400
|
-55%
|
|
|
706
|
Venturi Wealth Management
Austin,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
707
|
Fagan Associates
Troy,
New York
|
$234K
|
+$222K
|
+1,981
|
New
|
|
|
708
|
Financial Engines Advisors
Santa Clara,
California
|
$230K
|
+$218K
|
+1,946
|
New
|
|
|
709
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$229K
|
–
|
–
|
–
|
|
|
710
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$228K
|
-$129K
|
-1,155
|
-37%
|
|
|
711
|
Gill Capital Partners
Denver,
Colorado
|
$228K
|
+$112
|
+1
|
+0.1%
|
|
|
712
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$226K
|
-$34.3K
|
-306
|
-14%
|
|
|
713
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
714
|
Perigon Wealth Management
San Francisco,
California
|
$225K
|
–
|
–
|
–
|
|
|
715
|
Israel Discount Bank of New York
New York
|
$221K
|
+$210K
|
+1,875
|
New
|
|
|
716
|
Caldwell Trust
Venice,
Florida
|
$220K
|
+$22.4K
|
+200
|
+12%
|
|
|
717
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$218K
|
+$207K
|
+1,844
|
New
|
|
|
718
|
LVM Capital Management
Portage,
Michigan
|
$218K
|
+$207K
|
+1,845
|
New
|
|
|
719
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$218K
|
+$207K
|
+1,847
|
New
|
|
|
720
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$218K
|
+$207K
|
+1,850
|
New
|
|
|
721
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$215K
|
-$13.7K
|
-122
|
-6%
|
|
|
722
|
Howe & Rusling
Rochester,
New York
|
$215K
|
+$448
|
+4
|
+0.2%
|
|
|
723
|
|
$215K
|
+$204K
|
+1,821
|
New
|
|
|
724
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$214K
|
+$203K
|
+1,811
|
New
|
|
|
725
|
Arete Wealth Advisors
Chicago,
Illinois
|
$214K
|
+$204K
|
+1,816
|
New
|
|
