|
401
|
Tarbox Family Office
Newport Beach,
California
|
$250K
|
–
|
–
|
–
|
|
|
402
|
Abacus Planning Group
Columbia,
South Carolina
|
$248K
|
+$277K
|
+2,622
|
New
|
|
|
403
|
Syon Capital
San Francisco,
California
|
$247K
|
-$822K
|
-7,781
|
-75%
|
|
|
404
|
Callan Family Office
Radnor,
Pennsylvania
|
$246K
|
+$275K
|
+2,598
|
New
|
|
|
405
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$240K
|
–
|
–
|
–
|
|
|
406
|
Snowden Capital Advisors
New York
|
$239K
|
+$66.9K
|
+633
|
+33%
|
|
|
407
|
Axxcess Wealth Management
Carlsbad,
California
|
$239K
|
+$266K
|
+2,519
|
New
|
|
|
408
|
Ballentine Partners
Waltham,
Massachusetts
|
$234K
|
+$68.8K
|
+651
|
+36%
|
|
|
409
|
William Blair Investment Management
Chicago,
Illinois
|
$232K
|
+$1.16K
|
+11
|
+0.5%
|
|
|
410
|
Saiph Capital
Wyckoff,
New Jersey
|
$230K
|
+$257K
|
+2,432
|
New
|
|
|
411
|
Huntington National Bank
Columbus,
Ohio
|
$228K
|
-$5.07K
|
-48
|
-2%
|
|
|
412
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$228K
|
-$9.83K
|
-93
|
-4%
|
|
|
413
|
Global Retirement Partners
San Rafael,
California
|
$228K
|
+$255K
|
+2,408
|
New
|
|
|
414
|
GAMMA Investing
Foster City,
California
|
$225K
|
+$71.3K
|
+675
|
+40%
|
|
|
415
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$224K
|
+$250K
|
+2,366
|
New
|
|
|
416
|
Denali Advisors
San Diego,
California
|
$222K
|
+$2.96K
|
+28
|
+1%
|
|
|
417
|
Perigon Wealth Management
San Francisco,
California
|
$221K
|
+$26.6K
|
+252
|
+12%
|
|
|
418
|
Allworth Financial
Folsom,
California
|
$221K
|
-$6.27M
|
-59,347
|
-96%
|
|
|
419
|
Knightsbridge Asset Management
Newport Beach,
California
|
$220K
|
-$70.2K
|
-664
|
-22%
|
|
|
420
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$220K
|
+$243K
|
+2,299
|
New
|
|
|
421
|
SignatureFD
Atlanta,
Georgia
|
$219K
|
+$21.5K
|
+203
|
+10%
|
|
|
422
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$215K
|
+$34.6K
|
+327
|
+17%
|
|
|
423
|
Nykredit A/S
Nordhavn,
Denmark
|
$215K
|
+$239K
|
+2,265
|
New
|
|
|
424
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$213K
|
+$1.8K
|
+17
|
+0.8%
|
|
|
425
|
Sittner & Nelson
Eugene,
Oregon
|
$212K
|
–
|
–
|
–
|
|
