|
626
|
Concurrent Investment Advisors
Tampa,
Florida
|
$515K
|
-$292K
|
-457
|
-34%
|
|
|
627
|
Siemens Fonds Invest
Munich,
Germany
|
$514K
|
-$186K
|
-292
|
-25%
|
|
|
628
|
|
$512K
|
+$555K
|
+869
|
New
|
|
|
629
|
Personal CFO Solutions
Chester,
New Jersey
|
$506K
|
+$38.3K
|
+60
|
+8%
|
|
|
630
|
Snowden Capital Advisors
New York
|
$502K
|
-$58.7K
|
-92
|
-10%
|
|
|
631
|
Panagora Asset Management
Boston,
Massachusetts
|
$497K
|
–
|
–
|
–
|
|
|
632
|
Willner & Heller
Encino,
California
|
$497K
|
+$638
|
+1
|
+0.1%
|
|
|
633
|
Davis Investment Partners
Charlotte,
North Carolina
|
$492K
|
–
|
–
|
–
|
|
|
634
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$483K
|
+$1.28K
|
+2
|
+0.2%
|
|
|
635
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$483K
|
+$252K
|
+395
|
+93%
|
|
|
636
|
Greenland Capital Management
New York
|
$483K
|
+$523K
|
+820
|
New
|
|
|
637
|
Red Door Wealth Management
Memphis,
Tennessee
|
$482K
|
-$44.7K
|
-70
|
-8%
|
|
|
638
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$482K
|
-$5.11K
|
-8
|
-1%
|
|
|
639
|
Clarendon Private
Boston,
Massachusetts
|
$481K
|
-$148K
|
-232
|
-22%
|
|
|
640
|
|
$480K
|
-$89.3K
|
-140
|
-15%
|
|
|
641
|
RMR Wealth Builders
Montclair,
New Jersey
|
$477K
|
-$638
|
-1
|
-0.1%
|
|
|
642
|
Corient IA
Miami,
Florida
|
$477K
|
-$121K
|
-190
|
-19%
|
|
|
643
|
Bank of Marin
Novato,
California
|
$473K
|
-$198K
|
-310
|
-28%
|
|
|
644
|
Circle Wealth Management
Summit,
New Jersey
|
$473K
|
-$118K
|
-185
|
-19%
|
|
|
645
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$468K
|
-$6.38K
|
-10
|
-1%
|
|
|
646
|
Financial Management Professionals
Austin,
Texas
|
$468K
|
+$112K
|
+175
|
+28%
|
|
|
647
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$466K
|
+$77.2K
|
+121
|
+18%
|
|
|
648
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$464K
|
-$2.38M
|
-3,731
|
-83%
|
|
|
649
|
Bridges Investment Management
Omaha,
Nebraska
|
$463K
|
–
|
–
|
–
|
|
|
650
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$450K
|
-$17.9K
|
-28
|
-4%
|
|
