|
801
|
Ballentine Partners
Waltham,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
802
|
Fagan Associates
Troy,
New York
|
$258K
|
+$3.41K
|
+27
|
+1%
|
|
|
803
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
804
|
Mayport LLC
Newton,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
805
|
Wintrust Investments
Chicago,
Illinois
|
$256K
|
+$12.6K
|
+100
|
+5%
|
|
|
806
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$255K
|
-$35.3K
|
-279
|
-12%
|
|
|
807
|
Burney Company
Reston,
Virginia
|
$255K
|
–
|
–
|
–
|
|
|
808
|
Sovereign Financial Group
Stamford,
Connecticut
|
$253K
|
+$38.8K
|
+307
|
+18%
|
|
|
809
|
Private Ocean
San Rafael,
California
|
$252K
|
+$101K
|
+800
|
+68%
|
|
|
810
|
Caldwell Trust
Venice,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
811
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$250K
|
-$33.1K
|
-262
|
-12%
|
|
|
812
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$250K
|
-$9.98K
|
-79
|
-4%
|
|
|
813
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
814
|
Elmwood Wealth Management
Berkeley,
California
|
$245K
|
+$75.8K
|
+600
|
+46%
|
|
|
815
|
Worth Asset Management
Dallas,
Texas
|
$245K
|
+$252K
|
+1,990
|
New
|
|
|
816
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$244K
|
-$15.8K
|
-125
|
-6%
|
|
|
817
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
818
|
Israel Discount Bank of New York
New York
|
$240K
|
–
|
–
|
–
|
|
|
819
|
LVM Capital Management
Portage,
Michigan
|
$239K
|
–
|
–
|
–
|
|
|
820
|
Cambridge Trust
Cambridge,
Massachusetts
|
$237K
|
-$177K
|
-1,404
|
-43%
|
|
|
821
|
Orin Green Financial
San Diego,
California
|
$235K
|
–
|
–
|
–
|
|
|
822
|
Warwick Investment Management
Bryan,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
823
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$235K
|
+$379
|
+3
|
+0.2%
|
|
|
824
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$234K
|
+$12.4K
|
+98
|
+6%
|
|
|
825
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
