|
651
|
Tarbox Family Office
Newport Beach,
California
|
$67K
|
+$43.3K
|
+2,000
|
+151%
|
|
|
652
|
Castleview Partners
Dallas,
Texas
|
$66K
|
+$70.9K
|
+3,280
|
New
|
|
|
653
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$63K
|
+$67.3K
|
+3,114
|
New
|
|
|
654
|
Whittier Trust
South Pasadena,
California
|
$62K
|
–
|
–
|
–
|
|
|
655
|
Private Ocean
San Rafael,
California
|
$61K
|
–
|
–
|
–
|
|
|
656
|
Anchor Investment Management
Columbia,
South Carolina
|
$60.4K
|
–
|
–
|
–
|
|
|
657
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$57K
|
-$4.67K
|
-216
|
-7%
|
|
|
658
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$57K
|
+$2.75K
|
+127
|
+5%
|
|
|
659
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$53K
|
-$26.2K
|
-1,211
|
-32%
|
|
|
660
|
DZ Bank
Frankfurt Am Main,
Germany
|
$51.5K
|
–
|
–
|
–
|
|
|
661
|
Versant Capital Management
Phoenix,
Arizona
|
$45K
|
-$887
|
-41
|
-2%
|
|
|
662
|
Aspire Private Capital
Cornelius,
North Carolina
|
$43K
|
-$73.7K
|
-3,407
|
-62%
|
|
|
663
|
Annapolis Financial Services
Annapolis,
Maryland
|
$40K
|
–
|
–
|
–
|
|
|
664
|
Gables Capital Management
Miami,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
665
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$40K
|
+$42.7K
|
+1,974
|
New
|
|
|
666
|
Modus Advisors
Excelsior,
Minnesota
|
$38K
|
+$41K
|
+1,898
|
New
|
|
|
667
|
|
$36K
|
-$43.3K
|
-2,004
|
-53%
|
|
|
668
|
Smith Group Asset Management
Dallas,
Texas
|
$34K
|
-$7.44K
|
-344
|
-17%
|
|
|
669
|
Covington Capital Management
Los Angeles,
California
|
$34K
|
–
|
–
|
–
|
|
|
670
|
TCI Wealth Advisors
Tucson,
Arizona
|
$34K
|
+$1.58K
|
+73
|
+5%
|
|
|
671
|
Harvest Fund Management
Beijing,
China
|
$33K
|
–
|
–
|
–
|
|
|
672
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$32K
|
+$2.42K
|
+112
|
+8%
|
|
|
673
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
674
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$30K
|
-$6.49K
|
-300
|
-17%
|
|
|
675
|
Global Retirement Partners
San Rafael,
California
|
$30K
|
+$18.8K
|
+867
|
+144%
|
|
