|
526
|
Prospera Financial Services
Dallas,
Texas
|
$783K
|
+$759K
|
+28,428
|
New
|
|
|
527
|
Chevy Chase Trust
Bethesda,
Maryland
|
$782K
|
-$109K
|
-4,098
|
-12%
|
|
|
528
|
North Star Asset Management
Neenah,
Wisconsin
|
$777K
|
+$87.3K
|
+3,270
|
+13%
|
|
|
529
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$773K
|
-$31.7K
|
-1,188
|
-4%
|
|
|
530
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$769K
|
-$85.3K
|
-3,192
|
-10%
|
|
|
531
|
Renaissance Technologies
New York
|
$768K
|
+$753K
|
+28,200
|
New
|
|
|
532
|
Windsor Capital Management
Phoenix,
Arizona
|
$763K
|
+$321
|
+12
|
+0%
|
|
|
533
|
Seneca House Advisors
Richmond,
Virginia
|
$755K
|
+$6.25K
|
+234
|
+0.9%
|
|
|
534
|
WMS Partners
Towson,
Maryland
|
$749K
|
+$23.4K
|
+876
|
+3%
|
|
|
535
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$747K
|
+$1.6K
|
+60
|
+0.2%
|
|
|
536
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$730K
|
-$1.44K
|
-54
|
-0.2%
|
|
|
537
|
Liberty Wealth Management
Oakland,
California
|
$729K
|
+$6.73K
|
+252
|
+1%
|
|
|
538
|
Orser Capital Management
Southlake,
Texas
|
$724K
|
-$20.8K
|
-780
|
-3%
|
|
|
539
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$721K
|
+$416K
|
+15,588
|
+143%
|
|
|
540
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$719K
|
+$37.5K
|
+1,404
|
+6%
|
|
|
541
|
Prudential Financial
Newark,
New Jersey
|
$714K
|
-$29.3K
|
-1,098
|
-4%
|
|
|
542
|
Sunbelt Securities
Houston,
Texas
|
$709K
|
+$28.7K
|
+1,074
|
+4%
|
|
|
543
|
Berman Capital Advisors
Atlanta,
Georgia
|
$707K
|
+$694K
|
+25,992
|
New
|
|
|
544
|
Donor Advised Charitable Giving
San Francisco,
California
|
$704K
|
–
|
–
|
–
|
|
|
545
|
Manchester Capital Management
Manchester,
Vermont
|
$702K
|
-$64.1K
|
-2,400
|
-9%
|
|
|
546
|
|
$702K
|
+$321
|
+12
|
+0%
|
|
|
547
|
Cerity Partners OCIO
New York
|
$700K
|
+$8.17K
|
+306
|
+1%
|
|
|
548
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$699K
|
-$123K
|
-4,590
|
-15%
|
|
|
549
|
Hayden Royal
Charlotte,
North Carolina
|
$694K
|
+$661K
|
+24,756
|
New
|
|
|
550
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$693K
|
–
|
–
|
–
|
|
