|
701
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
702
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$233K
|
–
|
–
|
–
|
|
|
703
|
Park Avenue Securities
New York
|
$232K
|
+$223K
|
+7,686
|
New
|
|
|
704
|
Korea Investment Corp
Seoul,
South Korea
|
$229K
|
+$5.8K
|
+200
|
+3%
|
|
|
705
|
Tiemann Investment Advisors
Menlo Park,
California
|
$228K
|
-$3.48K
|
-120
|
-2%
|
|
|
706
|
Pegasus Partners
Mequon,
Wisconsin
|
$227K
|
-$260K
|
-8,957
|
-54%
|
|
|
707
|
Realta Investment Advisors
Wilmington,
Delaware
|
$224K
|
-$50.1K
|
-1,728
|
-18%
|
|
|
708
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$223K
|
+$1.45K
|
+50
|
+0.7%
|
|
|
709
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$223K
|
+$214K
|
+7,384
|
New
|
|
|
710
|
Welch & Forbes
Boston,
Massachusetts
|
$223K
|
+$215K
|
+7,400
|
New
|
|
|
711
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$221K
|
-$123K
|
-4,242
|
-37%
|
|
|
712
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
713
|
Arete Wealth Advisors
Chicago,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
714
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$220K
|
–
|
–
|
–
|
|
|
715
|
Financial Advocates Investment Management
Olympia,
Washington
|
$220K
|
+$211K
|
+7,267
|
New
|
|
|
716
|
Summit Asset Management
Memphis,
Tennessee
|
$219K
|
–
|
–
|
–
|
|
|
717
|
Physicians Financial Services
Raleigh,
North Carolina
|
$218K
|
+$210K
|
+7,233
|
New
|
|
|
718
|
Avantax Advisory Services
Dallas,
Texas
|
$217K
|
+$207K
|
+7,135
|
New
|
|
|
719
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$216K
|
+$208K
|
+7,163
|
New
|
|
|
720
|
Putnam Investments
Boston,
Massachusetts
|
$216K
|
+$208K
|
+7,168
|
New
|
|
|
721
|
JGP Wealth Management
Bend,
Oregon
|
$215K
|
-$60.5K
|
-2,084
|
-22%
|
|
|
722
|
SignalPoint Asset Management
Springfield,
Missouri
|
$214K
|
-$17.4K
|
-600
|
-8%
|
|
|
723
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$214K
|
+$206K
|
+7,085
|
New
|
|
|
724
|
Cambridge Advisors
Omaha,
Nebraska
|
$212K
|
+$203K
|
+7,008
|
New
|
|
|
725
|
Westover Capital Advisors
Wilmington,
Delaware
|
$211K
|
+$203K
|
+7,000
|
New
|
|
