|
626
|
Montis Financial
Waltham,
Massachusetts
|
$801K
|
–
|
–
|
–
|
|
|
627
|
Synergy Financial Group
San Ramon,
California
|
$798K
|
+$102K
|
+759
|
+14%
|
|
|
628
|
Carlson Capital Management
Northfield,
Minnesota
|
$793K
|
-$376K
|
-2,794
|
-32%
|
|
|
629
|
Sequoia Financial Advisors
Akron,
Ohio
|
$786K
|
+$267K
|
+1,983
|
+50%
|
|
|
630
|
Quantum Private Wealth
Tampa,
Florida
|
$783K
|
-$243K
|
-1,805
|
-23%
|
|
|
631
|
HB Wealth Management
Atlanta,
Georgia
|
$783K
|
+$93.5K
|
+694
|
+13%
|
|
|
632
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$780K
|
+$800K
|
+5,936
|
New
|
|
|
633
|
|
$779K
|
+$799K
|
+5,931
|
New
|
|
|
634
|
Bourgeon Capital Management
Darien,
Connecticut
|
$773K
|
+$792K
|
+5,880
|
New
|
|
|
635
|
Himension Capital (Singapore)
Singapore
|
$772K
|
-$78.7K
|
-584
|
-9%
|
|
|
636
|
Wallace Advisory Group
Lafayette,
California
|
$761K
|
-$46.2K
|
-343
|
-5%
|
|
|
637
|
Atomi Financial Group
New York
|
$759K
|
+$14.7K
|
+109
|
+2%
|
|
|
638
|
Callan Family Office
Radnor,
Pennsylvania
|
$755K
|
+$773K
|
+5,742
|
New
|
|
|
639
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$753K
|
-$248K
|
-1,838
|
-24%
|
|
|
640
|
Main Management ETF Advisors
San Francisco,
California
|
$749K
|
-$69K
|
-512
|
-8%
|
|
|
641
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$748K
|
-$469K
|
-3,481
|
-38%
|
|
|
642
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$748K
|
-$135
|
-1
|
-0%
|
|
|
643
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$746K
|
+$765K
|
+5,676
|
New
|
|
|
644
|
Ring Mountain Capital
Tiburon,
California
|
$741K
|
+$760K
|
+5,641
|
New
|
|
|
645
|
ICICI Prudential Asset Management
Mumbai,
India
|
$741K
|
-$14.4K
|
-107
|
-2%
|
|
|
646
|
WrapManager Inc
Mill Valley,
California
|
$738K
|
-$184K
|
-1,369
|
-20%
|
|
|
647
|
Concurrent Investment Advisors
Tampa,
Florida
|
$734K
|
+$33.3K
|
+247
|
+5%
|
|
|
648
|
Chelsea Counsel Company
Los Angeles,
California
|
$731K
|
-$20.2K
|
-150
|
-3%
|
|
|
649
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$731K
|
+$36.4K
|
+270
|
+5%
|
|
|
650
|
Wedbush Securities
Los Angeles,
California
|
$731K
|
-$217K
|
-1,613
|
-22%
|
|
