|
601
|
Chevy Chase Trust
Bethesda,
Maryland
|
$508K
|
-$400K
|
-3,302
|
-45%
|
|
|
602
|
Kelleher Financial Advisors
New York
|
$505K
|
+$496K
|
+4,091
|
New
|
|
|
603
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$502K
|
+$492K
|
+4,056
|
New
|
|
|
604
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$499K
|
+$12.1K
|
+100
|
+3%
|
|
|
605
|
BigSur Wealth Management
Miami,
Florida
|
$496K
|
–
|
–
|
–
|
|
|
606
|
Orleans Capital Management
Mandeville,
Louisiana
|
$495K
|
–
|
–
|
–
|
|
|
607
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$495K
|
+$13.1K
|
+108
|
+3%
|
|
|
608
|
Calton & Associates
Tampa,
Florida
|
$495K
|
+$472K
|
+3,893
|
New
|
|
|
609
|
Arlington Partners
Birmingham,
Alabama
|
$495K
|
+$485K
|
+4,000
|
New
|
|
|
610
|
RB Capital Management
Reno,
Nevada
|
$494K
|
-$4.85K
|
-40
|
-1%
|
|
|
611
|
Garde Capital
Seattle,
Washington
|
$492K
|
–
|
–
|
–
|
|
|
612
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$490K
|
-$2.79K
|
-23
|
-0.6%
|
|
|
613
|
ClearBridge Investments
New York
|
$488K
|
-$1.82K
|
-15
|
-0.4%
|
|
|
614
|
Circle Wealth Management
Summit,
New Jersey
|
$488K
|
–
|
–
|
–
|
|
|
615
|
RWA Wealth Partners
Newton,
Massachusetts
|
$488K
|
–
|
–
|
–
|
|
|
616
|
Torch Wealth Management
Cincinnati,
Ohio
|
$487K
|
–
|
–
|
–
|
|
|
617
|
Summit X LLC
Chesterfield,
Missouri
|
$485K
|
-$1.7K
|
-14
|
-0.4%
|
|
|
618
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$485K
|
–
|
–
|
–
|
|
|
619
|
Creative Financial Designs
Kokomo,
Indiana
|
$484K
|
-$242
|
-2
|
-0.1%
|
|
|
620
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$483K
|
-$478K
|
-3,940
|
-50%
|
|
|
621
|
Telemus Capital
Southfield,
Michigan
|
$483K
|
+$474K
|
+3,908
|
New
|
|
|
622
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$480K
|
-$90.9K
|
-750
|
-16%
|
|
|
623
|
Holt Capital Partners
Fort Worth,
Texas
|
$476K
|
-$148K
|
-1,220
|
-24%
|
|
|
624
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$474K
|
+$465K
|
+3,837
|
New
|
|
|
625
|
SNS Financial Group
Minneapolis,
Minnesota
|
$472K
|
-$68K
|
-561
|
-13%
|
|
