|
501
|
Key Financial Inc
West Chester,
Pennsylvania
|
$894K
|
–
|
–
|
–
|
|
|
502
|
J.W. Cole Advisors
Tampa,
Florida
|
$894K
|
+$87.6K
|
+400
|
+11%
|
|
|
503
|
Members Trust
Tampa,
Florida
|
$883K
|
-$57.1K
|
-261
|
-6%
|
|
|
504
|
Denver PWM
Denver,
Colorado
|
$881K
|
-$3.94K
|
-18
|
-0.4%
|
|
|
505
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$873K
|
+$1.31K
|
+6
|
+0.2%
|
|
|
506
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$872K
|
-$13.1K
|
-60
|
-2%
|
|
|
507
|
Maryland State Retirement & Pension System
Baltimore,
Maryland
|
$867K
|
-$123K
|
-561
|
-13%
|
|
|
508
|
Palladium Partners
Norfolk,
Virginia
|
$866K
|
–
|
–
|
–
|
|
|
509
|
Disciplined Investments
Tulsa,
Oklahoma
|
$854K
|
-$49.5K
|
-226
|
-6%
|
|
|
510
|
Soundmark Wealth Management
Kirkland,
Washington
|
$849K
|
–
|
–
|
–
|
|
|
511
|
First National Trust
Hermitage,
Pennsylvania
|
$847K
|
-$24.1K
|
-110
|
-3%
|
|
|
512
|
Callan Capital
La Jolla,
California
|
$847K
|
–
|
–
|
–
|
|
|
513
|
AE Wealth Management
Topeka,
Kansas
|
$840K
|
-$140K
|
-639
|
-15%
|
|
|
514
|
Raymond James Trust
St. Petersburg,
Florida
|
$838K
|
-$231K
|
-1,055
|
-22%
|
|
|
515
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$835K
|
-$46K
|
-210
|
-5%
|
|
|
516
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$823K
|
-$2.63M
|
-12,021
|
-77%
|
|
|
517
|
Rathbones Group
Liverpool,
United Kingdom
|
$817K
|
-$86.9K
|
-397
|
-10%
|
|
|
518
|
SEI Investments
Oaks,
Pennsylvania
|
$817K
|
–
|
–
|
–
|
|
|
519
|
Pegasus Partners
Mequon,
Wisconsin
|
$805K
|
-$292K
|
-1,334
|
-27%
|
|
|
520
|
Astoria Strategic Wealth
Conroe,
Texas
|
$803K
|
–
|
–
|
–
|
|
|
521
|
Wealthquest
Cincinnati,
Ohio
|
$802K
|
-$21.9K
|
-100
|
-3%
|
|
|
522
|
Freestone Capital Holdings
Seattle,
Washington
|
$797K
|
+$37.7K
|
+172
|
+5%
|
|
|
523
|
Berkeley Capital Partners
Milton,
Georgia
|
$792K
|
-$56.9K
|
-260
|
-7%
|
|
|
524
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$789K
|
–
|
–
|
–
|
|
|
525
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$787K
|
-$134K
|
-610
|
-15%
|
|
