|
526
|
DFPG Investments
Sandy,
Utah
|
$815K
|
+$23.5K
|
+846
|
+3%
|
|
|
527
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$798K
|
–
|
–
|
–
|
|
|
528
|
Capital Wealth Planning
Naples,
Florida
|
$795K
|
-$184K
|
-6,636
|
-19%
|
|
|
529
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$789K
|
-$9.99K
|
-360
|
-1%
|
|
|
530
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$778K
|
+$88.4K
|
+3,186
|
+13%
|
|
|
531
|
Windsor Capital Management
Phoenix,
Arizona
|
$775K
|
-$1.17K
|
-42
|
-0.1%
|
|
|
532
|
Royal Fund Management
Lady Lake,
Florida
|
$768K
|
+$232K
|
+8,346
|
+43%
|
|
|
533
|
Liberty Wealth Management
Oakland,
California
|
$761K
|
+$18.8K
|
+678
|
+3%
|
|
|
534
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$760K
|
–
|
–
|
–
|
|
|
535
|
Waller Financial Planning Group
Columbus,
Ohio
|
$754K
|
-$141K
|
-5,070
|
-16%
|
|
|
536
|
|
$737K
|
+$22.3K
|
+804
|
+3%
|
|
|
537
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$726K
|
+$5.66K
|
+204
|
+0.8%
|
|
|
538
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$723K
|
-$80.4K
|
-2,898
|
-10%
|
|
|
539
|
Berman Capital Advisors
Atlanta,
Georgia
|
$723K
|
+$3.5K
|
+126
|
+0.5%
|
|
|
540
|
Cerity Partners OCIO
New York
|
$722K
|
+$9.49K
|
+342
|
+1%
|
|
|
541
|
CWA Asset Management Group
Naples,
Florida
|
$722K
|
+$375K
|
+13,512
|
+108%
|
|
|
542
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$721K
|
+$721K
|
+26,004
|
New
|
|
|
543
|
Seneca House Advisors
Richmond,
Virginia
|
$719K
|
-$29.6K
|
-1,068
|
-4%
|
|
|
544
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$718K
|
-$9.99K
|
-360
|
-1%
|
|
|
545
|
Donor Advised Charitable Giving
San Francisco,
California
|
$717K
|
–
|
–
|
–
|
|
|
546
|
Orser Capital Management
Southlake,
Texas
|
$716K
|
-$4.99K
|
-180
|
-0.7%
|
|
|
547
|
WMS Partners
Towson,
Maryland
|
$713K
|
-$49.9K
|
-1,800
|
-7%
|
|
|
548
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$712K
|
+$283K
|
+10,200
|
+69%
|
|
|
549
|
Prudential Financial
Newark,
New Jersey
|
$710K
|
-$16.1K
|
-582
|
-2%
|
|
|
550
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$706K
|
–
|
–
|
–
|
|
