|
876
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
877
|
Ridgeline Wealth
Mesa,
Arizona
|
$250K
|
+$255K
|
+7,237
|
New
|
|
|
878
|
Chicago Capital
Chicago,
Illinois
|
$248K
|
–
|
–
|
–
|
|
|
879
|
Strategy Asset Managers
Pasadena,
California
|
$246K
|
-$104K
|
-2,954
|
-29%
|
|
|
880
|
Retirement Capital Strategies
San Jose,
California
|
$246K
|
–
|
–
|
–
|
|
|
881
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$246K
|
+$250K
|
+7,112
|
New
|
|
|
882
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$245K
|
+$249K
|
+7,071
|
New
|
|
|
883
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$242K
|
+$222K
|
+6,304
|
+906%
|
|
|
884
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$241K
|
–
|
–
|
–
|
|
|
885
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$240K
|
–
|
–
|
–
|
|
|
886
|
&Partners
Nashville,
Tennessee
|
$239K
|
+$141
|
+4
|
+0.1%
|
|
|
887
|
Curi RMB Capital
Chicago,
Illinois
|
$238K
|
+$704
|
+20
|
+0.3%
|
|
|
888
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
889
|
Stephens Inc
Little Rock,
Arkansas
|
$238K
|
–
|
–
|
–
|
|
|
890
|
Lindbrook Capital
Calabasas,
California
|
$237K
|
–
|
–
|
–
|
|
|
891
|
Synovus Financial
Columbus,
Georgia
|
$237K
|
+$634
|
+18
|
+0.3%
|
|
|
892
|
Prosperitas Financial
Valencia,
California
|
$237K
|
-$15.8K
|
-450
|
-6%
|
|
|
893
|
Embree Financial Group
Chicago,
Illinois
|
$236K
|
–
|
–
|
–
|
|
|
894
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$236K
|
–
|
–
|
–
|
|
|
895
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$235K
|
+$563
|
+16
|
+0.2%
|
|
|
896
|
Williams & Novak
Westlake Village,
California
|
$234K
|
-$65K
|
-1,847
|
-21%
|
|
|
897
|
|
$233K
|
+$237K
|
+6,741
|
New
|
|
|
898
|
|
$233K
|
+$3.42K
|
+97
|
+1%
|
|
|
899
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
900
|
Naples Global Advisors
Naples,
Florida
|
$231K
|
–
|
–
|
–
|
|
