|
701
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
|
702
|
Fiduciary Group
Savannah,
Georgia
|
$363K
|
+$360K
|
+3,800
|
New
|
|
|
703
|
First Personal Financial Services
Charlotte,
North Carolina
|
$359K
|
–
|
–
|
–
|
|
|
704
|
Pillar Pacific Capital Management
Pacifica,
California
|
$356K
|
–
|
–
|
–
|
|
|
705
|
WFG Advisors
Dallas,
Texas
|
$355K
|
+$46.4K
|
+490
|
+15%
|
|
|
706
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$354K
|
+$9.48K
|
+100
|
+3%
|
|
|
707
|
Curi RMB Capital
Chicago,
Illinois
|
$350K
|
+$758
|
+8
|
+0.2%
|
|
|
708
|
Investment Centers of America
Bismarck,
North Dakota
|
$344K
|
+$105K
|
+1,109
|
+45%
|
|
|
709
|
Capital Planning Advisors
Roseville,
California
|
$336K
|
–
|
–
|
–
|
|
|
710
|
Manchester Capital Management
Manchester,
Vermont
|
$335K
|
+$285K
|
+3,012
|
+612%
|
|
|
711
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$334K
|
+$47.4K
|
+500
|
+17%
|
|
|
712
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$330K
|
-$14K
|
-148
|
-4%
|
|
|
713
|
Colony Group
Boston,
Massachusetts
|
$328K
|
–
|
–
|
–
|
|
|
714
|
Dodge & Cox
San Francisco,
California
|
$321K
|
–
|
–
|
–
|
|
|
715
|
|
$321K
|
–
|
–
|
–
|
|
|
716
|
Ancora Advisors
Cleveland,
Ohio
|
$319K
|
+$316K
|
+3,335
|
New
|
|
|
717
|
Donaldson Capital Management
Evansville,
Indiana
|
$317K
|
-$35.7K
|
-377
|
-10%
|
|
|
718
|
Holderness Investments Company
Greensboro,
North Carolina
|
$316K
|
-$4.74K
|
-50
|
-1%
|
|
|
719
|
Northeast Investment Management
Boston,
Massachusetts
|
$313K
|
–
|
–
|
–
|
|
|
720
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$313K
|
+$39.8K
|
+420
|
+15%
|
|
|
721
|
Truist Financial
Charlotte,
North Carolina
|
$309K
|
-$11.4K
|
-120
|
-4%
|
|
|
722
|
Voya Financial Advisors
Windsor,
Connecticut
|
$306K
|
-$17.8K
|
-188
|
-6%
|
|
|
723
|
First Bankers Trust
Louisville,
Kentucky
|
$306K
|
–
|
–
|
–
|
|
|
724
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$305K
|
–
|
–
|
–
|
|
|
725
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$304K
|
-$142K
|
-1,500
|
-32%
|
|
