|
501
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$768K
|
-$35.5K
|
-1,440
|
-5%
|
|
|
502
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$751K
|
–
|
–
|
–
|
|
|
503
|
Manchester Capital Management
Manchester,
Vermont
|
$734K
|
-$104K
|
-4,200
|
-13%
|
|
|
504
|
Windsor Capital Management
Phoenix,
Arizona
|
$730K
|
–
|
–
|
–
|
|
|
505
|
MAI Capital Management
Independence,
Ohio
|
$718K
|
-$37.2K
|
-1,506
|
-5%
|
|
|
506
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$714K
|
+$11.1K
|
+450
|
+2%
|
|
|
507
|
SignatureFD
Atlanta,
Georgia
|
$713K
|
-$149K
|
-6,024
|
-18%
|
|
|
508
|
Alpha Cubed Investments
Irvine,
California
|
$713K
|
+$19.5K
|
+792
|
+3%
|
|
|
509
|
Prudential Financial
Newark,
New Jersey
|
$712K
|
+$233K
|
+9,456
|
+53%
|
|
|
510
|
|
$711K
|
+$86K
|
+3,486
|
+15%
|
|
|
511
|
Seneca House Advisors
Richmond,
Virginia
|
$699K
|
+$42.5K
|
+1,722
|
+7%
|
|
|
512
|
WMS Partners
Towson,
Maryland
|
$695K
|
+$31.7K
|
+1,284
|
+5%
|
|
|
513
|
Orser Capital Management
Southlake,
Texas
|
$693K
|
-$70.3K
|
-2,850
|
-10%
|
|
|
514
|
Liberty Wealth Management
Oakland,
California
|
$691K
|
+$4.29K
|
+174
|
+0.7%
|
|
|
515
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$690K
|
+$24.3K
|
+984
|
+4%
|
|
|
516
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$680K
|
-$58.8K
|
-2,382
|
-8%
|
|
|
517
|
Donor Advised Charitable Giving
San Francisco,
California
|
$674K
|
–
|
–
|
–
|
|
|
518
|
World Investment Advisors
Santa Barbara,
California
|
$673K
|
-$7.85K
|
-318
|
-1%
|
|
|
519
|
|
$672K
|
-$80.1K
|
-3,246
|
-11%
|
|
|
520
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$671K
|
+$231K
|
+9,366
|
+57%
|
|
|
521
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$664K
|
–
|
–
|
–
|
|
|
522
|
Cerity Partners OCIO
New York
|
$663K
|
+$62.8K
|
+2,544
|
+11%
|
|
|
523
|
North Star Asset Management
Neenah,
Wisconsin
|
$659K
|
–
|
–
|
–
|
|
|
524
|
Eaton Vance Management
Boston,
Massachusetts
|
$656K
|
-$123K
|
-4,974
|
-16%
|
|
|
525
|
JT Stratford LLC
Gainesville,
Georgia
|
$655K
|
-$528K
|
-21,390
|
-46%
|
|
