|
501
|
Donor Advised Charitable Giving
San Francisco,
California
|
$203K
|
+$188K
|
+1,495
|
New
|
|
|
502
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$202K
|
-$40.2K
|
-320
|
-18%
|
|
|
503
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$202K
|
+$187K
|
+1,487
|
New
|
|
|
504
|
Parallax Volatility Advisers
San Francisco,
California
|
$193K
|
-$418K
|
-3,326
|
-70%
|
|
|
505
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$175K
|
+$2.26K
|
+18
|
+1%
|
|
|
506
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$174K
|
–
|
–
|
–
|
|
|
507
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$166K
|
+$59.7K
|
+475
|
+63%
|
|
|
508
|
Global Retirement Partners
San Rafael,
California
|
$157K
|
+$6.16K
|
+49
|
+4%
|
|
|
509
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$156K
|
–
|
–
|
–
|
|
|
510
|
First Mercantile Trust
Cordova,
Tennessee
|
$154K
|
-$51K
|
-406
|
-26%
|
|
|
511
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$145K
|
+$63.3K
|
+504
|
+90%
|
|
|
512
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$137K
|
-$90.5K
|
-720
|
-42%
|
|
|
513
|
Bourgeon Capital Management
Darien,
Connecticut
|
$136K
|
–
|
–
|
–
|
|
|
514
|
IndexIQ Advisors
New York
|
$134K
|
+$74.6K
|
+594
|
+151%
|
|
|
515
|
Monetary Management Group
St Louis,
Missouri
|
$129K
|
–
|
–
|
–
|
|
|
516
|
CSat Investment Advisory
Detroit,
Michigan
|
$125K
|
+$4.78K
|
+38
|
+4%
|
|
|
517
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$122K
|
–
|
–
|
–
|
|
|
518
|
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
|
$120K
|
+$111K
|
+883
|
New
|
|
|
519
|
TD Private Client Wealth
New York
|
$116K
|
-$1.43M
|
-11,388
|
-93%
|
|
|
520
|
Anchor Investment Management
Columbia,
South Carolina
|
$110K
|
+$5.03K
|
+40
|
+5%
|
|
|
521
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$108K
|
–
|
–
|
–
|
|
|
522
|
Clearstead Advisors
Cleveland,
Ohio
|
$108K
|
+$251
|
+2
|
+0.3%
|
|
|
523
|
Prospera Financial Services
Dallas,
Texas
|
$104K
|
+$96.6K
|
+769
|
New
|
|
|
524
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$103K
|
-$26.8K
|
-213
|
-22%
|
|
|
525
|
Bollard Group
Boston,
Massachusetts
|
$102K
|
–
|
–
|
–
|
|
