|
701
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.39M
|
–
|
–
|
–
|
|
|
702
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.38M
|
-$135K
|
-2,718
|
-9%
|
|
|
703
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.37M
|
–
|
–
|
–
|
|
|
704
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.37M
|
+$176K
|
+3,534
|
+14%
|
|
|
705
|
FundX Investment Group
San Francisco,
California
|
$1.37M
|
+$57K
|
+1,146
|
+4%
|
|
|
706
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$1.36M
|
+$298K
|
+5,988
|
+27%
|
|
|
707
|
Valmark Advisers
Akron,
Ohio
|
$1.35M
|
+$299
|
+6
|
+0%
|
|
|
708
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.34M
|
–
|
–
|
–
|
|
|
709
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.34M
|
+$378K
|
+7,596
|
+38%
|
|
|
710
|
Chilton Capital Management
Houston,
Texas
|
$1.33M
|
-$31.9K
|
-642
|
-2%
|
|
|
711
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.31M
|
-$204K
|
-4,098
|
-13%
|
|
|
712
|
WrapManager Inc
Mill Valley,
California
|
$1.3M
|
-$183K
|
-3,672
|
-12%
|
|
|
713
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.29M
|
-$27M
|
-542,172
|
-96%
|
|
|
714
|
ADE LLC
Baltimore,
Maryland
|
$1.29M
|
-$34.3K
|
-690
|
-3%
|
|
|
715
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
716
|
Washington Trust Bank
Spokane,
Washington
|
$1.28M
|
-$79.4K
|
-1,596
|
-6%
|
|
|
717
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.28M
|
+$65.7K
|
+1,320
|
+5%
|
|
|
718
|
Covenant Asset Management
Chester,
New Jersey
|
$1.28M
|
+$9.26K
|
+186
|
+0.7%
|
|
|
719
|
HBW Advisory Services
Simi Valley,
California
|
$1.28M
|
+$761K
|
+15,288
|
+138%
|
|
|
720
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.27M
|
-$175K
|
-3,510
|
-12%
|
|
|
721
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.26M
|
-$84.5K
|
-1,698
|
-6%
|
|
|
722
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.26M
|
-$14.9K
|
-300
|
-1%
|
|
|
723
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.25M
|
+$20K
|
+402
|
+2%
|
|
|
724
|
Wealthquest
Cincinnati,
Ohio
|
$1.25M
|
-$168K
|
-3,384
|
-12%
|
|
|
725
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$1.24M
|
–
|
–
|
–
|
|
