|
626
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$492K
|
–
|
–
|
–
|
|
|
627
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$491K
|
-$45.1K
|
-165
|
-10%
|
|
|
628
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$491K
|
+$156K
|
+569
|
+48%
|
|
|
629
|
Symmetry Partners
Glastonbury,
Connecticut
|
$486K
|
–
|
–
|
–
|
|
|
630
|
High Net Worth Advisory Group
Naples,
Florida
|
$486K
|
–
|
–
|
–
|
|
|
631
|
Fund Management at Engine No 1
San Francisco,
California
|
$483K
|
+$59.4K
|
+217
|
+14%
|
|
|
632
|
Institute for Wealth Management
Denver,
Colorado
|
$481K
|
+$33.6K
|
+123
|
+8%
|
|
|
633
|
Key Financial Inc
West Chester,
Pennsylvania
|
$479K
|
–
|
–
|
–
|
|
|
634
|
GeoWealth Management
Chicago,
Illinois
|
$477K
|
-$576K
|
-2,106
|
-55%
|
|
|
635
|
Dodge & Cox
San Francisco,
California
|
$474K
|
–
|
–
|
–
|
|
|
636
|
Moody National Bank Trust Division
Galveston,
Texas
|
$474K
|
-$245K
|
-896
|
-34%
|
|
|
637
|
ING Group
Amsterdam,
Netherlands
|
$470K
|
-$416K
|
-1,520
|
-47%
|
|
|
638
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$468K
|
–
|
–
|
–
|
|
|
639
|
XTX Topco
George Town,
Cayman Islands
|
$468K
|
+$459K
|
+1,678
|
New
|
|
|
640
|
Pacific Global Investment Management
Glendale,
California
|
$466K
|
-$219K
|
-799
|
-32%
|
|
|
641
|
Choate Investment Advisors
Boston,
Massachusetts
|
$463K
|
–
|
–
|
–
|
|
|
642
|
Evergreen Capital Management
Bellevue,
Washington
|
$462K
|
-$93.5K
|
-342
|
-17%
|
|
|
643
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$461K
|
-$25.7K
|
-94
|
-5%
|
|
|
644
|
HB Wealth Management
Atlanta,
Georgia
|
$457K
|
+$103K
|
+375
|
+30%
|
|
|
645
|
Horizon Investments
Charlotte,
North Carolina
|
$456K
|
+$447K
|
+1,635
|
New
|
|
|
646
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$447K
|
-$934K
|
-3,413
|
-68%
|
|
|
647
|
Spinnaker Trust
Portland,
Maine
|
$442K
|
–
|
–
|
–
|
|
|
648
|
Capstone Investment Advisors
New York
|
$434K
|
-$6.33M
|
-23,140
|
-94%
|
|
|
649
|
Curi RMB Capital
Chicago,
Illinois
|
$430K
|
–
|
–
|
–
|
|
|
650
|
Bison Wealth
Atlanta,
Georgia
|
$428K
|
+$20.5K
|
+75
|
+6%
|
|
